Latest
-
Mutual Funds Are About to Get the ETF Treatment. Here's What It Means for Investors
The SEC is expected to decide soon whether mutual funds from dozens of providers can be offered as ETF share classes.
-
Thanks to the OBBB, Now Could Be the Best Tax-Planning Window We've Had: 12 Things You Should Know
The new tax legislation offers unique opportunities to make smart financial moves and save on taxes, especially for people nearing or in retirement with significant savings.
-
Market Rebounds Are Happening Fast: Should You Buy the Dips? A Financial Planner's Guide
Markets are bouncing back faster than ever. For some long-term investors, that could mark a compelling case for systematic investing during downturns.
-
What Is a Living Trust?
A living trust protects your loved ones and simplifies your estate. Sometimes called a "revocable trust," it can avoid the cost of probate.
-
16 Retirement Mistakes You Will Regret Forever
retirement From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
-
Brace for Higher Health Costs in 2026: A Look at Projected Medicare Premiums
In 2026, Medicare participants will pay more for their health care. Part B costs are expected to rise more than 10%. Here's what you can do.
-
Roth IRA Contribution Limits for 2025
Roth IRAs Roth IRAs allow you to fund your retirement with after-tax dollars while you're working, and then withdraw those contributions and earnings tax-free when you retire. Here's a look at 2025 limits and income-based phaseouts.
-
If You'd Put $1,000 Into Amazon Stock 20 Years Ago, Here's What You'd Have Today
Amazon stock is lagging the broader market badly this year, but it's still been a buy-and-hold investor's best friend.
-
Should You Get Home or Car Insurance Through Costco?
Costco car and home insurance policies offer many perks for Costco members, including discounts and extra coverage options for more protection.
-
Social Security Turns 90 — Five Important Things to Know
Social Security has become a cornerstone of the American retirement system and works to keep over 16 million retirees above the poverty line. Here are five key facts about the program as it turns 90.
-
Who Will Replace Jerome Powell as Fed Chair?
With Jerome Powell's term set to expire in May 2026, President Donald Trump is actively preparing to name a new Fed Chair.
-
Five Things Federal Employees Should Know for Retirement
Knowing the ins and outs of retirement is challenging, especially for federal government employees.
-
The Best Travel Rewards Credit Cards for You
credit cards Pack your bags and earn rewards for traveling. We chose the best cards for airline, hotel and other perks to help you save money.
-
Hilton Honors Card Bonus Offer Worth up to $780
Earn up to 130,000 Hilton Honors bonus points with the American Express Surpass Card.
-
How a Part-Time Job in Retirement Can Boost Your Social Life
A part-time job in retirement, like walking dogs or helping with home projects, can combat loneliness by sparking new friendships and boosting your social life.
-
What Set Warren Buffett Apart
As Warren Buffett prepares for retirement, we reflect on what we've learned from his 60 years of leadership at Berkshire Hathaway.
-
Asset-Rich But Cash-Poor? A Wealth Adviser's Guide to Helping Solve the Liquidity Crunch for Affluent Families
Many high-net-worth families experience financial stress because of a lack of immediate access to their assets. Liquidity planning aims to bridge the gap between long-term goals and short-term needs and avoid financial pitfalls.
-
Social Security Planning Strategies and Challenges as It Hits Its 90th Year: A Financial Adviser's Guide
Longer life expectancies and changing demographics put extra pressure on the program, making it crucial for future retirees to understand its evolution, common myths and how to strategically plan for their benefits.
-
Best High-Yield ETFs to Buy Now
These high-yield ETFs screen for stocks paying outsized yields. Here's how to evaluate which one is best for your portfolio.
-
Kiplinger Inflation Outlook: The Fed’s Quandary
Economic Forecasts Will the modest rise in services inflation prevent the Federal Reserve from cutting interest rates at its next meeting?
-
Should You Retire Now or Work Five More Years?
How to decide if an extra five years is worth it.
-
How Much Will Social Security's 2033 Shortfall Cost You?
The Social Security trust fund will be insolvent in 2033 and by 2035 will have to reduce benefits by 23%. Here is now much more you need to save to cover the potential shortfall.
-
Inherited IRA Rules: How to Avoid a Tax Trap
Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.
-
20 Secrets to Shopping at Costco
Smart Buying Get the most out of your Costco membership by taking advantage of lesser-known perks and hidden deals.
-
2026 Social Security COLA July Projection Rises
In October, the SSA will reveal the cost-of-living adjustment (COLA) that will apply to Social Security benefits next year. The COLA is an increase designed to help Social Security payments keep up with inflation.
-
The Average Retirement Savings by Age: Are You Keeping Up?
Think you may have more retirement savings than your peers? Here's your answer.
-
Average Health Care Costs by Age and State: Can You Afford It?
Expect to pay more as you age and in some locations. We've got solutions for how to cover these costs, which can exceed $1,000 per month in your 60s.
-
How the 2025 Child Tax Credit Rules Impact Single Parents
Tax Credits New changes to family tax credits, like the Child Tax Credit, will impact the eligibility of some households.
-
Five Social Security Myths That Can Cost You Thousands
Before you collect Social Security benefits, make sure you don't believe any of these falsehoods.
