Features

Don't let a Roth conversion backfire. Learn the 3 questions every investor needs to ask about tax brackets, liquidity and asset allocation before making the move.

By Donna Fuscaldo

gold Gold ETFs can provide diversification benefits and serve as long-term stores of value, without the hassle of holding physical bullion.

By Tony Dong, MSc, CETF

ETFs Bond ETFs can help diversify your portfolio, but you need to be aware of interest rates and inflation, as well as credit quality, liquidity and tax efficiency.

By Tony Dong, MSc, CETF

cryptocurrency Bitcoin ETFs eliminate the need for self-custody of the cryptocurrency while providing excellent liquidity. Here are a few we like.

By Tony Dong, MSc, CETF

Lowering your 401(k) contributions might solve a short-term cash squeeze, but it carries long-term costs, including these six.

By Donna Fuscaldo

Buying a second home in retirement, especially if your savings are ample, can be a strategic financial choice. But it requires meticulous planning.

By Kathryn Pomroy

Berkshire Hathaway's holdings are a diverse set of blue chips and lesser-known growth bets. Here, we look at the stocks included in the equity portfolio.

By Dan Burrows

Moving near the grandkids sounds like a retirement dream, but it can quickly become complicated. Ask these three crucial questions before you pack your bags.

By Donna Fuscaldo

Hooray for the market's double-digit growth three years in a row, but it could be time to check in on your risk tolerance.

By Spencer Ford

Quiz How well do you know the new 2026 IRS rules for wealth transfer and the specific tax brackets that affect your heirs? Let's find out!

By Kate Schubel

With $4 million saved, a couple wants a bigger home for their teens before retiring in eight years. In this week's Wealth Wise advice column, advisers reveal why it’s risky — and smart alternatives.

By Maurie Backman

Economic Forecasts Fresh forecasts from Kiplinger's Letters team to help you plan ahead and prepare a budget for a range of business costs.

By John Miley

CDs and Treasuries are secure, but thanks to inflation they might not get you through retirement. You'll likely need some growth-focused investments, too.

By Scott Tucker, Investment Adviser Representative

If you're looking for a travel card that offers flexible travel redemptions, ample perks and a lower annual fee, here's the favorite among Kiplinger readers.

By Sean Jackson

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

By Neale Godfrey, Financial Literacy Expert

While a solid financial plan tells you if you can afford to retire, a "second checklist" focused on purpose, relationships and well-being is also important.

By Richard P. Himmer, PhD

Hitting your savings goal is worth celebrating, but you're not done with retirement planning. Next, ask yourself how you'll keep more of what you saved.

By Pam Krueger

Retirees often overpay their taxes because they mix up their cash flow, income and actual spending. Understanding the differences can help you stay in control.

By Mike Decker, NSSA®

Investors should look beyond the "automatic" tax deferral of a 1031 exchange and assess whether staying in the landlord game aligns with their long-term goals.

By Daniel Goodwin

"I lost a lot of money on bad stock decisions. Fortunately, I was lucky on my good decisions. I usually bought on dips."

By Joyce Lamb

As a record number of Americans turn 65, staying flexible — in your finances and your plans — will be key to achieving your best post-work life.

By Chris Farrell

Life expectancy has risen sharply since 65 was set as the age to stop working. You might need to support yourself for 30 years or more. Here's how to prepare.

By Jon Sabes

Some Americans priced out of the U.S. housing market are buying their first homes overseas. Here’s where they’re looking and the risks to consider.

By Choncé Maddox

The government will put $1,000 into a Trump Account for eligible newborns. Take it, but remember that college savings will be better off in a 529 plan.

By Sravani Atluri

We all need to eat. But if you have any of these seven grocery habits, you're wasting money.

By Rachael Green

Americans moving to Europe often underestimate the cost, complexity and risks involved in shipping a car abroad. Fortunately, there's a much simpler alternative.

By Marco Permunian

From metro areas on both coasts to the middle of the Pacific Ocean, these are the most expensive cities to live in the U.S.

By Dan Burrows