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How Are I Bonds Taxed? 8 Common Situations to Know
Bonds Series I U.S. savings bonds are a popular investment, but the federal income tax consequences are anything but straightforward.
By Joy Taylor Published
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Maine Tax Guide 2025
State Tax Explore Maine's 2025 state tax rates for income, sales, property, retirement, and more. Learn how Maine compares nationwide.
By Katelyn Washington Last updated
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The Final Countdown to Retire Early in 2026: A Monthly Guide
This guide will help you retire early in 2026, with a month-to-month checklist of achievable goals. What are you waiting for?
By Jacob Schroeder Last updated
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The Best Tech ETFs to Buy
ETFs Tech ETFs can deliver superb tax efficiency and growth potential, but investors must be aware of high volatility, concentration risk and stretched valuations.
By Tony Dong, MSc Last updated
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The Riskiest S&P 500 Stocks Right Now
Buyer beware: These are five of the riskiest stocks in the S&P 500 at the moment, based on one measure of volatility.
By Jeff Reeves Last updated
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10 Least Tax-Friendly States for Middle-Class Families
State Tax Here’s what living in one of the least tax-friendly states for middle-class families costs residents.
By Katelyn Washington Last updated
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My Health Journey Shows How the 'Pink Tax' Costs Women
Fact: Women pay significantly more for health care over their lifetimes. But there are some things we can do to protect our health and our financial security.
By Erin Wood, CFP®, CRPC®, FBS® Published
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5 Things to Know About Taxes Before Moving to Portugal
Moving to Portugal might not be the clean financial break you expect due to U.S. tax obligations, foreign investment risks, lower investment yields and more.
By Ricardo Jesus, MBA Published
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Powerball Jackpot Winner Will Get a Hefty Tax Bill
Lottery Taxes Whenever someone wins Powerball, the federal government gets a chunk of the prize from taxes.
By Kelley R. Taylor Last updated
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What to Make of a Hot IPO Market
This year's crop of initial public offerings could be even dicier than usual because of a skew toward tech and crypto.
By David Milstead Published
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How to Position Your Portfolio for Lower Interest Rates
The Federal Reserve is far from done with its rate-cutting regime. This is how investors can prepare.
By Anne Kates Smith Published
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Should You Max Out Your 401(k)? We've Got Answers
Conventional wisdom says, 'Contribute the maximum to a traditional 401(k) if you can.' But there are hidden downsides to putting all your eggs in one basket.
By Adam Shell Published
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Who Hates Taxes? The Best Time to Plan for Them Is Right Now
By creating a tax plan, you can keep more of what you've earned and give less to Uncle Sam. Here's how you can follow the rules and pay only your fair share.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA® Published
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'Smart' Estate Planning Can Cause Problems: Unraveling Myths
Sometimes no plan at all could be better than making these unfortunate mistakes. Don't let your best intentions mess things up for your heirs.
By Daniel E. Stickel Published
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Moves to Manage the Soaring Costs of Owning a Car
It's costing more and more to keep a car on the road, but you can drive some costs down. Here's how to get a better deal on insurance premiums, repairs and gas
By Lisa Gerstner Published
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Here's What You'd Have If You Invested $1,000 Into Coca-Cola Stock 20 Years Ago
Even with its reliable dividend growth and generous stock buybacks, Coca-Cola has underperformed the broad market over the long term.
By Dan Burrows Published
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A JPMorgan Fund Holds Its Own Thanks to a Focus on Quality
Despite its defensive characteristics, the JPMorgan U.S. Quality Factor holds up in good times and in bad.
By Nellie S. Huang Published
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The ‘Common Man’ Rule of Retirement Spending
The 'Common Man' rule is for the 'armchair' retiree. It’s a conservative way to live comfortably and leave the rest to heirs.
By Donna Fuscaldo Published
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What Fed Rate Cuts Mean For Fixed-Income Investors
The Fed's rate-cutting campaign has the fixed-income market set for an encore of Q4 2024.
By Jeffrey R. Kosnett Published
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My First $1 Million: Oil Industry Engineering Manager, 67
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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Pickleball Injuries are Getting Out of Hand for Some Adults
As more older adults take up pickleball, injuries are on the rise. Here's how you can lower your risk and still have a ball.
By Dawn Fallik Published
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Bubble-Wrapping Our Kids Robbed Them of Resilience. Now What?
By raising them to think they're amazing no matter what and lifting them over obstacles, we left them unprepared to work in the real world.
By Neale Godfrey, Financial Literacy Expert Published
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If You're a High Earner, You Need an 18-Month Safety Net
No job seems to be safe in this age of AI. If you make a larger-than-usual salary, then you need to have a larger-than-usual emergency fund. Here's why.
By Mallon FitzPatrick, CFP®, AEP®, CLU® Published
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Are You Prepared to Live Longer? MIT AgeLab Answers Questions
A new measure of longevity readiness indicates that for many Americans, the answer is no — and suggests what is needed to get on track.
By Richard Eisenberg Published
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Must-Have Travel Essentials and Packing Tips for Stress-Free Holiday Trips
Feature Explore stress-free holiday travel hacks for visiting family this season! From packing tips to must-have travel essentials, make your journey comfortable and hassle-free.
By Karon Warren Last updated
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Roth 401(k) Contribution Limits for 2026
retirement plans The Roth 401(k) contribution limit for 2026 has increased, and workers who are 50 and older can save even more.
By Jackie Stewart Last updated
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Here's What You'd Have If You Invested $1,000 Into Qualcomm Stock 20 Years Ago
Qualcomm stock has been a big disappointment for truly long-term investors.
By Dan Burrows Published
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Should You Convert a Traditional IRA to a Roth After 60?
retirement You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax consequences.
By Kimberly Lankford Last updated
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3 Buy-Rated Bargain Stocks to Buy This Holiday Season
Feature Investors can find bargain stocks in this raging bull market if they know where to look.
By Dan Burrows Last updated
