Features
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Five Best Financial Gifts for Grandkids
gift ideas If you've been giving your grandchildren cash for the holidays, now is a good time to rethink that. There are other financial gifts that will help teach them the value of money and set them up for life.
By David Rodeck
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Are Your Social Security Benefits Taxable? Take Our Quiz
Quiz Social Security benefits often come with confusing IRS tax rules that can trip up financially savvy retirees and near-retirees.
By Kelley R. Taylor
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Capital Gains Tax Exclusion for Homeowners: What to Know
Tax Breaks The IRS capital gains home sale exclusion can be a valuable tax-saving tool if you're eligible.
By Kelley R. Taylor
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Is 2026 Your Year To Retire?
Sponsored by Savant Wealth Management
Say yes to retirement if you can answer these questions.
By Donna Fuscaldo
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High-Yield Savings Accounts to Get Before the Fed Meeting
High-yield savings accounts declined when the Fed cut rates at its October meeting. However, some accounts can still help you stay ahead of inflation.
By Sean Jackson
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Are You Ready for 65? The Medicare Initial Enrollment Period Quiz
Quiz Turning 65 soon? Test your basic knowledge of Medicare's Initial Enrollment Period (IEP) rules in our quick quiz.
By Donna LeValley
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All 30 Dow Jones Stocks Ranked: Buy, Sell or Hold?
blue chip stocks Microsoft, Nvidia and Amazon are Wall Street's top Dow Jones stocks to buy now. Some other names might surprise you.
By Dan Burrows
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Retire in the Hamptons: Finding the Right Town for Your Budget
Yes, it's favored by the rich and famous, but retiring in the Hamptons may not be out of your league. Here's a guide to affordability and and who is happiest living there.
By Drew Limsky
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Should You Start a 'Trump Account' for Your Child?
A big donation from Susan and Michael Dell just made "Trump Accounts" available to more children. Here, we look at whether you should sign your kid up.
By Charles Lewis Sizemore, CFA
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When Are Taxes Due in 2026? Tax Deadlines by Month
Tax Deadlines Knowing all the tax deadlines for 2026 can help you avoid costly penalties.
By Kate Schubel
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3 Ways to Stretch the 2026 Social Security COLA For Your Budget
Three steps retirees can take to stretch the Social Security COLA to fit their budgets.
By Beth Braverman
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How to Keep Your Charitable Giving Momentum Going All Year
Instead of treating charity like a year-end rush for tax breaks, consider using smart tools like DAFs and recurring grants for maximum impact all the year.
By Mark Froehlich, CPA, MBA
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Uber Takes Aim at the Bottom Lines of Billboard Lawyers
Uber has filed lawsuits and proposed a ballot initiative, in California, to curb settlements it claims are falsely inflated by some personal injury lawyers.
By H. Dennis Beaver, Esq.
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The Kiplinger 25: Our Favorite No-Load Mutual Funds
The Kiplinger 25 The Kiplinger 25 is a list of our top no-load mutual funds that have proven capable of weathering any storm.
By Nellie S. Huang
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Are You Rich? The Average Net Worth by Age
Are you beating your peers on average net worth? Get tips from financial advisers on how to grow your wealth over time.
By Adam Shell
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6 Jimmy Buffett Lyrics Every Retiree Should Live By
It's not just Parrotheads who can learn something from the legendary rocker.
By Donna Fuscaldo
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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
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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
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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
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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
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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
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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
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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®
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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
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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
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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
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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
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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
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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®
