Features
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How to Invest for Fall Rate Hikes by the FedThe probability the Fed raises interest rates by 25 basis points this week is now greater than 90%.
By Charles Lewis Sizemore, CFA
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What Happens to Your Savings Account When You Die?Your savings may have to go through probate if you don't name a beneficiary. Here's how to make it easier for your heirs to access the money.
By Sean Jackson
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The Average 401(k) Balance by Age and Generation in 2026A market rally drove 401(k) balances to new heights in the second quarter of 2026. How does your account balance stack up?
By Adam Shell
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Why Avoiding IRMAA Could Cost You More in RetirementDoing everything to avoid Medicare surcharges (IRMAA) is tempting, but obsessing over annual premium savings can increase your total retirement tax bill.
By Scott Tucker, Investment Adviser Representative
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The Expert Guide to a Tax-Free InheritancePassing down assets can leave kids with a massive tax bill. This week's Wealth Wise advice column explores the strategies advisers use to leave an inheritance tax-free.
By Maurie Backman
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How to Protect Your Assets From Long-Term Care CostsA revocable living trust is great for avoiding probate but won't shield savings from long-term care costs. Consider a Medicaid Asset Protection Trust instead.
By Evan H. Farr, CELA
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How to Build a Financial Plan Without Advice OverloadIn a digital world full of stock tips, influencers and self-proclaimed experts, keep your own goals at the forefront and be careful who you listen to.
By Lindsay Martinez, CFP®
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What Happens When You Inherit a House — With Your SiblingsInheriting a house with siblings can raise questions about ownership, taxes and costs. Learn your options for selling, keeping or buying out the home.
By Choncé Maddox
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Why the 4% Rule Could Fail for Retirement IncomeWhile the 4% rule is a useful starting point, a lengthy retirement can't rely on a one-time calculation. This is why you need a personalized income plan.
By Robert D. Blair, CFP®
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I'm a Retirement Editor, But My Parents' Estate Tripped Me Up With a Snake and a GunMy parents took meticulous care of their home and estate planning. But when it came time to sell their house of 54 years, all hell broke loose. Here are the five lessons I learned.
By Ellen B. Kennedy
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5 Fall Trips That Are Even Better After You RetireTravel Take advantage of retirement’s flexibility with these five fall getaways offering beautiful scenery, great food, history and fewer summer crowds.
By Choncé Maddox
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Financial Strategies to Afford a Long RetirementBridging the gap between your vision of retirement and real financial readiness requires planning, adaptable income strategies and expert guidance.
By Erin Culek
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7 Ways Parents Can Help Teens Start InvestingNew research shows 70% of teenagers are eager to get into the market — and they're looking to their parents for guidance.
By Jeannie Bidner, CFP®
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From Buffett to Beyoncé: What Celebrities Say About InheritanceSee what Warren Buffett, Shaq, Jay-Z and Beyonce, Dave Ramsey and Suze Orman have to say about passing down wealth.
By Karee Venema
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It Took This Retired Arkansas COO 25 Years to Reach $1 Million"It is hard to deny yourself and family something you want when the money is there to have it, to convince them that the sacrifice is worth it in the long run."
By Joyce Lamb
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Key Differences in Financial Independence vs RetirementPeople use "financial independence" and "retirement" as if they're the same milestone. But treating them the same is where a lot of financial plans go sideways.
By Andrew Rosen, CFP®, CEP
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The Great Junk Transfer: Why Heirs Want Meaning, Not More StuffLoved ones want your memories, not your attic clutter. A new study reveals why less is officially more when passing down belongings.
By Donna LeValley
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How Women Should Structure Their Long-Term Care InsuranceWomen's longer life expectancies mean their long-term care coverage should feature longer benefit periods, higher payout amounts and robust inflation protection.
By Evan T. Beach, CFP®, AWMA®
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How to Prepare Your Kids to Manage MoneyMore than half of parents and grandparents believe children are less financially prepared than they were. Here's how you can help close the gap.
By Chloé Briel, CFP®, ADPA™
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Kiplinger Trade Outlook: Trade Deficit WidensForecasts Kiplinger's latest forecast on trade: U.S. exports, imports and our net trade deficit.
By Rodrigo Sermeño
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Which American Express Credit Card is Right for You?The Amex Gold and Platinum cards offer very different rewards and perks. We compare annual fees, rewards and benefits to help you choose.
By Sean Jackson
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Kiplinger Inflation Outlook: A Pickup Is Coming in AugustEconomic Forecasts The 3.4% inflation rate in August was not the improvement that policymakers at the Federal Reserve were looking for.
By David Payne
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Is the Hilton Honors Amex Surpass Card Worth It?Frequent Hilton guests can get more from their stays with the Hilton Honors American Express Surpass Card. Here’s what to know about its hotel perks, rewards and travel benefits.
By Sean Jackson
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These 7 Budgeting Apps Do the Hard Work for YouIf you're searching for a great budgeting app, here are our top picks.
By Ella Vincent
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Kiplinger Housing Outlook: May Sees Multifamily Building SpikeEconomic Outlooks High mortgage rates, persistent affordability constraints and elevated input costs continue to plague the housing market.
By Rodrigo Sermeño
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How to Find Financial Advice for Everyday PeopleIt can be hard to find professionals who provide comprehensive financial planning for average Americans. The Garrett Planning Network aims to change that.
By David Bromelkamp
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How Your Employer Could Help You Buy a HomeMore companies are looking at offering employees support for buying a home — including down payment assistance — as a workplace benefit.
By Landy Liu
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Financial Stocks Are Set Up for Success. Here are 5 Funds to ConsiderThe financial sector is hitting its stride on earnings growth and the potential for higher interest rates. These ETFs are poised to capitalize on the momentum.
By Nellie S. Huang
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Ask the Editor: How Long to Keep Tax Returns and MoreAsk the Editor Our Kiplinger Tax Letter Editor answers readers' questions, including one on how long taxpayers should keep tax returns and other records.
By Joy Taylor
