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Registered Social Security Analyst: The Retirement Professional You Didn’t Know You Needed
The services of a Registered Social Security Analyst (RSSA) are often overlooked. Yet, for those planning for retirement, nearing or already retired, an RSSA can be an invaluable resource.
By Donna LeValley Last updated
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Markets Are Volatile: Here's How Your Estate Can Benefit
Your estate can benefit when markets are volatile using some creative strategies. Here's how.
By Donna Fuscaldo Last updated
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Best Dividend Kings for Decades of Dividend Growth
dividend stocks Dividend Kings are the crème de la crème of dividend growers and should be top of mind for any investor who puts income stability above all else.
By Jeff Reeves Last updated
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IRS Direct File 2025: What You Need to Know
Tax Filing A new GOP House proposal seeks to end this free IRS tax return program. Find out what's happening and what it means for you.
By Kate Schubel Last updated
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How to Thaw a Credit Freeze — and Why You Would
As you shop for a loan or credit card, you must open up access to your credit reports.
By Ella Vincent Last updated
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Four things you can do today to up your financial preparedness
Sponsor Content Created With TD Bank
SPONSORED Don’t get caught financially flat-footed.
By David Rodeck Published
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Will RMDs Ruin the 4% Rule for You?
Don't let required minimum distributions (RMDs) rain on your retirement parade.
By Maurie Backman Published
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Watch Out for Annuity Surrender Charges: How to Avoid Them
Pulling money out of an annuity early can be a costly proposition. Here's how surrender charges work and one potential way around them — an annuity "ladder."
By Ken Nuss Published
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The Snake Bite Effect: How Fear Can Cost Investors Dearly
Does market volatility make you feel like running scared? That could be a costly mistake. Here's why ... and what to do instead.
By Sevasti Balafas, CFA, CPWA® Published
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Superager Secrets: Keep Your Mind Sharp Past Age 80
Learn how superagers defy cognitive aging. Who knows? You might become one too.
By Elaine Silvestrini Published
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I'm a Wealth Manager: This Is How to Reduce One of the Biggest Risks to Your Retirement
If the stock market dips when you retire, your portfolio may not have time to recover. But having a structured income plan for your retirement years can help.
By Jim E. Sloan, IAR Published
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Ditch the Fear: A Guide to Embracing Retirement Preparedness
Don't be scared about running out of money, be prepared. This financial professional explains how you can help take control of three critical retirement risk factors with a little planning.
By Kelly LaVigne, J.D. Published
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Jet Set on a Budget: Expert Advice for Summer Travel
These cost-saving strategies, supplied by a financial adviser, are essential for enjoying summer travel without financial stress or debt.
By Cynthia Pruemm, Investment Adviser Representative Published
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5 Best Fidelity ETFs to Buy Now
The best Fidelity ETFs from the leading money manager include a little something for everyone.
By Jeff Reeves Published
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How to Save on Booking a Cruise
Booking a cruise using credit card rewards and travel agents can help snag the best deals.
By Ellen B. Kennedy Last updated
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10 Ways to Prepare Your Home for Summer Weather
Hot summer weather can take a toll on your home if you're not prepared. Follow these tips to make sure you're ready for the season.
By Daniel Bortz Last updated
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Fixed vs. Adjustable-Rate Mortgages: Which Is Better for Buying a Home?
real estate Consider these pluses and minuses before jumping into a loan you'll be paying for the next 15 to 30 years.
By Donna LeValley Last updated
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Energy-Efficiency Credits — Get ’Em While You Can
Green energy-efficiency credits are on the chopping block. These tax credits can be valuable, but you should upgrade your home sooner rather than later.
By Joy Taylor Published
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Retire in Japan: It Ain’t Easy, Unless You’re Very Special
People find relocating to Japan worth the effort, as long as you can jump through those administrative hoops and be open to a flexible view of “retirement.”
By Drew Limsky Published
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My First $1 Million: Retirement Coach, 69, Sammamish, Wash.
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.
By Joyce Lamb Published
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Four Innovations That Reinvented Retirement as We Know It and Why AI Is Next
A financial professional explores the innovations that have reshaped our lives over the years — and what the next revolution, AI, could mean for your legacy.
By Nicholas Castellano Published
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What Will They Remember About You? It's Not Just About Your Money
Once you retire is the prime time to ensure you leave a meaningful legacy, personally and financially. This financial planner suggests five steps to build a bridge between who you are and how you'll be remembered.
By Kenneth Connally, CFP®, CMT®, CIMA®, MBA Published
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AI vs the Stock Market: How Did Tech Stocks, Palantir and Albemarle Perform in May?
AI is a new tool to help investors analyze data, but can it beat the stock market? Here's how a chatbot's stock picks fared in May.
By Karee Venema Published
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Kiplinger Readers' Choice Awards 2025: Annuity Providers
Readers' Choice Awards In our 2025 Readers' Choice Awards survey, readers evaluated financial providers. Find out which annuity providers came out on top.
By Emma Patch Last updated
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Ask the Editor — Questions on the One Big Beautiful Bill
Ask the Editor In this week's Ask the Editor Q&A, we answer tax questions from readers on the House-passed “One Big Beautiful Bill.”
By Joy Taylor Published
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Eight Changes to HSAs in the One Big Beautiful Bill Add up for Retirement Savers
HSAs are getting a glow-up in the pending tax bill. Those 55+ and workers enrolled in Medicare Part A will have more opportunity to save for medical costs in retirement.
By Donna LeValley Published
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Kiplinger Readers' Choice Awards 2025: Hotel Card Programs
Readers' Choice Awards In our 2025 Readers' Choice Awards survey, readers evaluated financial providers. Find out which hotel credit card rewards programs came out on top.
By Sean Jackson Last updated
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Eight Things Medicare Doesn't Cover
Healthy Living on a Budget Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.
By Donna LeValley Last updated
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Kiplinger Readers' Choice Awards 2025: Airline Card Programs
Readers' Choice Awards In our 2025 Readers' Choice Awards survey, readers evaluated financial providers. Find out which airline credit card rewards programs came out on top.
By Sean Jackson Last updated