Personal Finance
News, insights and expert analysis on personal finance from the team at Kiplinger.
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I’ve Got $50,000 Burning A Hole in My Pocket. Where Do I Park It When the Fed Cuts Rates So I Don’t Lose Ground?
Why a mix of CDs can protect $50,000 from shrinking yields.
By Sean Jackson
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Year-End Retirement Tax Planning Actions if You Have $1 Million or More
Consider implementing these four strategies before December 31 to potentially improve your tax situation for this year and the future.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Is a New $25,000 Health Care Tax Deduction Coming in 2026?
Tax Policy A proposal from GOP Sen. Josh Hawley is adding to the chatter about health care affordability.
By Kelley R. Taylor
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Should You Tap Your Home Equity Before 2026?
As borrowing rates and tax law shifts converge, here's what homeowners need to know before pulling equity out of their home.
By Choncé Maddox
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'Politics' Is a Dirty Word for Some Advisers: That's Not Cool
Your financial plan should be aligned with your values and your politics. If your adviser refuses to talk about them, it's time to go elsewhere.
By Maggie Kulyk, CRPC®, CSRIC™
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To Move Abroad, Choose an Adviser Who Sees Both Sides of the Border
Working with a cross-border financial planner is essential to integrate tax, estate and visa considerations and avoid costly, unexpected liabilities.
By Alex Ingrim, Chartered MCSI
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21 Money Moves Smart People Are Making Before 2026
These steps can help trim your tax bill, boost your savings, lower your health care costs and set you up for financial success in 2026.
By Penelope Wang
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A Financial Adviser's Guide to Finalizing Your Divorce
After signing the divorce agreement, you'll need to tackle the administrative work that will allow you to start over.
By Tracy Byrnes, CDFA®
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A Checklist for High-Net-Worth Individuals
A strategic guide to managing, preserving, and expanding your wealth for long-term financial security.
By Dori Zinn
