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Six Changes Coming to Social Security in 2026
Big changes are coming to Social Security in the year ahead, impacting everything from the size of your benefit check to your full retirement age. Here's what you need to know.
By Donna LeValley Last updated
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Retiring Without Heirs: Four Options For Your Estate
Just because you don’t have anyone to leave your money to doesn’t mean you shouldn’t plan for what happens to your estate when you die.
By Donna Fuscaldo Last updated
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How Federal Reserve Rate Decisions Impact Mortgage Rates in 2025
Mortgage rates are still fluctuating in 2025 as the Fed begins cutting rates. Learn how interest rate changes affect your monthly payments and what buyers should watch for this year.
By Dori Zinn Last updated
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Why You May Not Want to Move Near the Grandkids in Retirement
Are you retiring and thinking of moving to be near the younger generations? Before you pack up your bags, you may want to think again. Thinking of moving near the grandchildren in retirement? Before you pack up your bags, you may want to think again.
By Donna Fuscaldo Last updated
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The Average Social Security Check by Age
Compare your average Social Security check with others of your age, and plan for the future.
By Donna LeValley Last updated
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Kiplinger Inflation Outlook: Stable for Now, but With Signs of Increasing Tariff Pressure
Economic Forecasts An overall good September report does show more signs of pressure on goods prices from tariffs.
By David Payne Last updated
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Medicare Premiums 2026: Projected IRMAA Brackets and Surcharges for Parts B and D
Will you have to pay the monthly Medicare premium surcharge next year? It depends on a few factors.
By Donna LeValley Last updated
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The Rule of 1,000 Hours in Retirement
For retirees, the rule of 1,000 hours brings intention and clarity to your day. Because time is the most valuable thing you can spend.
By Jacob Schroeder Last updated
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2026 Social Security COLA is 2.8%: What You Need to Know
The SSA has announced the 2026 Cost-of-Living Adjustment (COLA), the new maximum taxable wage cap, and the earnings requirements for Social Security credits.
By Donna LeValley Last updated
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Why Do People Retire in Florida? 9 Things You Must Know
Attention Florida-bound retirees: There's more to the Sunshine State than Disney, golf and beaches.
By Bob Niedt Last updated
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How to Invest at Each Stage of Your Life
Wealth isn't built overnight; rather, it takes a series of moves over time. Here, we craft a game plan for how best to save and invest at every stage of life.
By Nellie S. Huang Last updated
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Why It's Worth Getting a High-Yield Savings Account Before the Fed Meeting
High-yield savings accounts dip when the Fed cuts rates at its October meeting. However, some accounts can still help you stay ahead of inflation.
By Erin Bendig Last updated
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Social Security Payment Schedule for 2026
Find out when you can expect your 2026 Social Security payments and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley Last updated
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The Rule of 55 in a 401(k): One Way to Fund Early Retirement
The Rule of 55 lets you access your 401(k) retirement funds early. When paired with other strategies, it could help you kiss the office goodbye.
By Jacob Schroeder Last updated
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Backdoor Roth IRAs: Help Your Kids Keep More of Their Inheritance
Converting to a backdoor Roth IRA via an IRS "loophole" is an estate planning tool that gives heirs tax-free income in retirement. It can help you, too.
By Adam Shell Last updated
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Ask the Editor: What medical expenses are deductible?
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on the tax deduction for medical expenses, from Medicare premiums to teeth whitening.
By Joy Taylor Published
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Kiplinger News Quiz, Oct 24: Dave Ramsey retirement mistakes
Weekly Quiz We covered the Netflix stock slump, estate taxes and Dave Ramsey's words of wisdom this week, but why? Test yourself on the latest financial and business news.
By Kiplinger Staff Published
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Eight Factors to Consider When Considering a Roth Conversion
Roth conversions, which transform traditional IRAs into Roth IRAs, are a powerful retirement and tax tool. Here are eight facts to get you started.
By Joy Taylor Published
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New Opportunity Zone Rules Triple Tax Benefits: Your Strategy
New IRS guidance just reshaped the opportunity zone landscape for 2027. Here's what high-net-worth investors need to know about the enhanced rural benefits.
By Daniel Goodwin Published
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9 Things You Must Know About Medicare's Income-Related Monthly Adjustment Amount (IRMAA) Surcharges
Medicare Here's what you need to know about who gets charged and why, as well as when the fees can be waived.
By Rachel L. Sheedy Last updated
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Estate Planning Checklist: 13 Smart Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
By Janet Kidd Stewart Last updated
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The Basics of Estate Planning
If you have a will or trust, congratulations. But you’re not done with estate planning.
By Sandra Block Last updated
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Best No-Fee High-Yield Savings Rates
If you want to reach short-term savings goals, these are the top choices to consider. Best of all, they don't come laden with fees.
By Sean Jackson Last updated
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10 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 Last updated
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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 Last updated
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The Best High-Yield Savings Accounts of October 2025
Our high-yield savings account picks earn you rates as high as 4.35%, helping you outpace inflation and grow your savings quicker.
By Sean Jackson Last updated
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How to Find the Best Jumbo CD Rates
The best jumbo CD rates can yield returns of up to 4.35%. See our top choices.
By Sean Jackson Last updated
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Four Essential Michael Jordan Quotes on Life in Retirement
The GOAT of basketball on how he spends his time and what he misses.
By Donna Fuscaldo Published
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Three Critical Tax Changes Could Boost Your Paycheck in 2026
Tax Tips The IRS predicts these tax breaks may change take-home pay in 2026. Will you get over $1,000 in tax savings?
By Kate Schubel Published
