Features
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5 Best Splurge Cruises for Retirees in 2026
Embrace smaller, luxury ships for exceptional service, dining and amenities. You'll be glad you left the teeming hordes behind.
By Drew Limsky
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5 Bob Dylan Quotes Every Retiree Should Live By
This legendary songwriter’s lyrics provide the perfect roadmap for finding passion and purpose in retirement.
By Donna Fuscaldo
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Is Your Retirement Plan Built for 2026 — or Stuck in 2006?
It's time to move away from the 4% rule and the 60/40 portfolio to an adaptable, tax-diversified strategy focused on reliable income and longevity.
By Christopher C. Giambrone, CFP®, AIF®
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Filed for Social Security Too Soon? 2 Ways to Get a Do-Over
If you've claimed Social Security too soon, two SSA rules allow a do-over. But be warned: Using them clumsily can lead to surprise repayments or lost benefits.
By Martha Shedden, CRPC®, RSSA®
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Have You Aligned Your Tax Strategy With These OBBBA Changes?
Individuals and businesses should work closely with their financial advisers to refine tax strategies this season in light of these five OBBBA changes.
By John Bute, CPA
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Inherited an IRA? Avoid These Expensive Mistakes
Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.
By Donna Fuscaldo
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The Smart Way to Retire: 13 Habits to Steal From the Wealthy
Check out these practical strategies that anyone can adopt, not just the rich, and get closer to achieving your retirement dreams.
By Kathryn Pomroy
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5 Undervalued Stocks to Buy Now
There are plenty of high-quality undervalued stocks to buy right now, you just need to know where to look. Here, we highlight five of our top picks.
By Kyle Woodley
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Five Reasons You Should Take Social Security At 62 (and Five Reasons You Should Wait)
There are sound reasons to take Social Security early. While many experts say it's best to wait until full retirement age to claim benefits, here are some reasons to start early.
By Kathryn Pomroy
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This Versatile Account Should Be in Your Retirement Plan
The Swiss Army knife of accounts can help provide tax-free income in retirement. "Be Prepared."
By Maurie Backman
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How to Avoid Medicare Late Enrollment Penalties Forever
Whether you are still working or planning to retire this year, understanding the 2026 late penalties for Parts A, B and D is essential for your financial health.
By Donna LeValley
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Ask the Tax Editor: Taxation of Social Security Benefits
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on the taxation of Social Security benefits
By Joy Taylor
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If You'd Put $1,000 Into AMD Stock 20 Years Ago, Here's What You'd Have Today
Advanced Micro Devices stock is soaring thanks to AI, but as a buy-and-hold bet, it's been a market laggard.
By Dan Burrows
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The 'Take That Uncle Sam' Rule of Retirement Spending
Here's how to reduce your tax bill when you withdraw money in retirement.
By Donna Fuscaldo
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6 Key Ways to Plan for Financial Success in 2026
Use last year's tax data to help guide you as you consider this year's taxes, asset allocation and sources of the regular income you'll need in retirement.
By Ken Nuss
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A Financial Plan Is a Living Document: Is Yours Still Breathing?
If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs regular TLC.
By Vincent Birardi, CFP®, AIF®, MBA
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Kiplinger Interest Rates Outlook: Fed Pauses Rates Cuts
Forecasts The Fed suggests that it is not likely to cut rates further unless the jobs market weakens more.
By David Payne
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Qualify for Roth IRA Contributions by Lowering Your Income
401(k)s If your income is just above the cutoff (MAGI) to qualify for Roth IRA contributions, these strategies will help you meet it and lower your taxes.
By Kimberly Lankford
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11 Riskiest Places to Give Your Social Security Number
Identity Theft Here's how to lower the chances of your Social Security number falling into the wrong hands — and what to do if it does.
By Cameron Huddleston
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Prior Authorization for Traditional Medicare Patients Has Started in 6 States
The Centers for Medicare and Medicaid Services (CMS) has implemented prior authorization requirements for certain traditional fee-for-service Medicare services in six states starting this year.
By Donna LeValley
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Four Ways to Invest in Quantum Computing
Quantum computing stocks offer exposure to mind-boggling problem-solving potential and have attracted the attention of the Trump administration.
By Tom Taulli
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How to Dodge the 'Medicare Tax' Before You Retire
A Roth conversion may be the key to avoiding costly IRMAA surcharges on your premiums.
By Donna Fuscaldo
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Upsizing in Retirement: Why You Should (and Shouldn't) Do It
Upsizing, or buying a bigger home, can make your retirement feel more luxurious. There's room for grandkids and projects, but run the numbers carefully.
By Maurie Backman
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What Would $1.26M In Savings Do for Your Retirement Lifestyle?
Americans think $1.26 million is the ideal amount to have saved for retirement. What would that kind of money mean for your retirement?
By Maurie Backman
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Trump's First Year and Your Retirement: 8 Changes to Know
From investment returns to Social Security, Trump's first year has changed your retirement. Here's what to expect in 2026.
By Adam Shell
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Don't Overpay the IRS: 6 Tax Mistakes That Could Be Raising Your Bill
Tax Tips Is your income tax bill bigger than expected? Here's how you should prepare for next year.
By Kate Schubel
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Flashback Finance: The Cost of Retiring the Year You Were Born
Just like groceries, gas and home prices, the cost of retiring is subject to inflation. Here is a look at what it cost to retire in the year you were born.
By Donna LeValley
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How One Hospital Visit Overseas Could Wreck Your Finances
Proper planning can give you peace of mind and protection, regardless of what happens on your trips.
By Sean Jackson
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It's Time to Rethink What 'Aging Well' Means
Don’t fall into the trap of thinking there is a "right way" to age. Here's how to reframe aging in a healthy, achievable way.
By Alina Tugend
