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I’m 64, retired, and want to invest $400,000 of my $2.4 million portfolio in a winery startup. Am I crazy?
We ask wealth advisers to weigh in on the wine business and how to finance a retirement startup.
By Maurie Backman Published
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This Retirement GPS Helps You Navigate Your Drawdown Phase
Ready to retire? Here's how to swap your 'peak earnings' mindset for a 'preserve-plus-grow' approach instead of relying on the old, risky 4% rule.
By Shawn Maloney Published
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Donating Stock: The 2-for-1 Deal You'll Love at Tax Time
Giving appreciated stock or using a donor-advised fund (DAF) this year would be smarter than writing a check to support your favorite causes. Here's why.
By David Conti, CPRC Published
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How Traveling to Africa Taught 2 Retirees About Slowing Down
Don't treat retirement trips like they're an exercise in ticking off boxes. Slowing down and letting adventure unfold can create more meaningful memories.
By Richard P. Himmer, PhD Published
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Why This Year’s Black Friday Deals May Fall Short
From rising import duties to supply-chain cost creep, the discounts you expect may be smaller this year.
By Choncé Maddox Published
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I Walked Away from a Stable Mid-Career Job — Here’s the Retirement Math Behind that Decision
Life is short. Should you quit your job for a more satisfying career? Or were you laid off? Here's how I learned to protect my retirement after leaving a steady job.
By Jacob Schroeder Published
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My First $1 Million: Retired Military Veteran, 60, Virginia
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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A Guide to Starting a Successful Business After 50
Age can be an advantage for older entrepreneurs looking to extend their careers or supplement their income in retirement.
By Diane Harris Published
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10 Things You Should Know About Buying a Car Today, Even if You've Bought Before
If buying a car is on your to-do list, and it's been a while since you went shopping for a new one, this guide will help avoid any nasty shocks in the showroom.
By David Rodeck Published
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5 Charming Small Towns Where America's Wealthy Retire
Discover 5 small communities in the U.S. for affluent retirees — where charm outweighs the cost.
By Drew Limsky Published
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Is Your Retirement Portfolio Too Late to the Profit Party?
If you're following the usual retirement investment model, you could be missing out on a potential profit period that companies see in the run-up to their IPOs.
By Brianne Lynch, CAIA Published
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Losing Your Job? A Money Pro's 6 Steps to Survive and Thrive
Whether pink slips are just rumors at your company or layoffs have already landed, there are things you can do today to make the best of a tough situation.
By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser Published
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Oil Prices vs Investor Returns: What's Beneath the Surface
Engineering, geology and operating discipline can determine the success of oil and gas projects as much as the cost per barrel.
By Jay R. Young Published
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6 Tax Reasons to Convert Your IRA to a Roth (and When You Shouldn't)
Retirement Taxes Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly scenarios.
By Kate Schubel Last updated
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Year-End Tax Planning Can Protect You From a Big Tax Bill
Tax Letter With a short time left before 2025 comes to a close, year-end tax planning is all-important. Here are some areas to focus on.
By Joy Taylor Last updated
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The Surprising Way Retirees Could Slow the Aging Process
This activity could slow your DNA's aging clock. It's free, and no, you don't have to exercise or eat vegetables for it to work.
By Christy Bieber Last updated
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457 Plan Contribution Limits for 2026
Retirement plans There are higher 457 plan contribution limits in 2026. That's good news for state and local government employees.
By Kathryn Pomroy Last updated
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8 Worst Pieces of Retirement Advice Ever
Don’t let bad guidance derail your retirement. Here is what financial experts say is the advice every retiree should absolutely avoid.
By Donna Fuscaldo Last updated
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What Is Preferred Stock?
investing Thinking of adding preferred stock to your portfolio? Read on for a breakdown of the pros and cons to buying preferred shares.
By Dan Burrows Last updated
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5 of the Best Preferred Stock ETFs for High and Stable Dividends
ETFs The best preferred stock ETFs allow you to reduce your risk by investing in baskets of preferred stocks.
By Kyle Woodley Last updated
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Holiday Shopping Tax Tips for Business Owners
Tax Tips Maximize your year-end savings through these key deductions to reduce your 2025 business tax bill.
By Kate Schubel Last updated
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Nine Things You Need for a Complete Retirement
Sponsored by Physicians Mutual
A successful retirement is built on a solid foundation of careful planning and self-awareness. Here are nine areas you should plan for if you want to retire with confidence.
By Donna LeValley Last updated
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Average 401(k) Match: Do You Work for a Generous Company?
Here are the average 401(k) match and the top 10 companies by match policy. A generous 401(k) match provides a more secure retirement.
By Christy Bieber Last updated
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Are You Eligible for the Amazon Prime Settlement Refund?
Amazon agreed to a historic $2.5 billion settlement over its Amazon Prime memberships. Find out if you're eligible for a refund and how to claim it.
By Rachael Green Last updated
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Taxes on Investments: How Well Do You Know IRS Capital Gains Tax Rules?
Quiz Take our capital gains tax quiz to test your investment taxes knowledge. Learn about loss rules, holding periods, and tax incentives that could impact your savings.
By Kelley R. Taylor Last updated
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Ask the Editor: Home Sale Tax Break
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on the gain exclusion tax break when you sell your home.
By Joy Taylor Published
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How to Skip Fees at the Bank
You can steer clear of fees, especially if you choose your account wisely. Here are some tips to keep them at bay.
By Lisa Gerstner Published
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What Made Warren Buffett's Career So Remarkable
What made the ‘Oracle of Omaha’ great, and who could be next as king or queen of investing?
By Simon Constable Published
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Here's What Being in the 2% Club Means for Your Retirement
Only 2% of the population has both a pension and more than $1 million saved. This is a great place to be, but also requires advanced tax planning.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA® Published
