Features

Why Your Bonus Check Is So Small: Understanding the Bonus Tax Rate

Income Tax Tax withholding rules mean a portion of your bonus won’t make it into your bank account.

By Kelley R. Taylor

Are You Middle-Class? Here's the Most Tax-Friendly State for Your Family

Tax Tips We found the state with no income tax, low property tax bills, and exemptions on groceries and medicine.

By Kate Schubel

This Is Why Investors Shouldn't Romanticize Bitcoin

Investors should treat bitcoin as the high-risk asset it is. A look at the data indicates a small portfolio allocation for most investors would be the safest.

By Jonathan Dane, CFA, CFP®️

I'm a Federal Benefits Pro: I Answer These 2 Questions a Lot

Many federal employees ask about rolling a TSP into an IRA and parsing options for survivor benefits, both especially critical topics.

By Michael Martin, Investment Adviser Representative, ChFEBC℠

An Income Strategy for a Volatile Market: Guide for Advisers

Advisers are increasingly turning to private credit such as asset-based and real estate lending for elevated yields and protection backed by tangible assets.

By Matthew Pallai

Smart Money Moves Savers Should Make in 2026

Sponsored by Physicians Mutual

These steps will get you on the road to achieving your 2026 savings goals.

By Sean Jackson

I retired at 63 to enjoy my free time, but my grown kids constantly ask for help with childcare. I love my grandkids, but it's too much. What should I do?

We asked therapists and relationship experts for advice.

By Maurie Backman

5 RMD Mistakes That Even Seasoned Retirees Can Make

The five biggest RMD mistakes retirees make show that tax-smart retirement planning should start well before you hit the age your first RMD is due.

By Jeremy Keil, CFP®, CFA®, CKA®

Guiding Principles of Retirement Planning With $10K or $10M

Regardless of your net worth, you deserve a detailed retirement plan backed by a solid understanding of your finances.

By Steve Myers

Retirement Triple Play: 3 Tax Breaks to Lower Your 2026 Bill

Good news for older taxpayers: Standard deductions are higher, there's a temporary 'bonus deduction' for older folks, and income thresholds have been raised.

By Michael Greenlund

10 New Year's Resolutions for Retiring in 2026

Sponsored by Physicians Mutual

These New Year's resolutions will help you retire in 2026 with confidence in your financial strategy.

By Adam Shell

My First $1 Million: Self-Employed Trader, 50, San Francisco

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

Think You Know How to Be Happy in Retirement? These 9 Stats May Surprise You

When it comes to your retirement happiness, don't believe everything you hear. We've turned to solid research for the facts on finding your bliss in retirement.

By Jacob Schroeder

If You're Retired or Soon to Be, Don't Miss These Tax Breaks

The OBBB offers some tax advantages that are particularly beneficial for retirees and near-retirees. But they're available for only a limited time.

By Alex Angst

Waiting to Retire to Give to Charity? 3 Reasons to Do It Now

You could wait until retirement, but making charitable giving part of your financial plan now could be far more beneficial for you and the causes you support.

By Robert Gorman

Are You Ghosting Your Finances? What to Do About Money Stress

Avoidance can make things worse. You can change your habits by starting small, talking with a family member or friend and being consistent and persistent.

By Tiffany Rosetti, BFA, CFP®

15 Cheapest Small Towns to Live In

The cheapest small towns might not be for everyone, but their charms can make them the best places to live for plenty of folks.

By Dan Burrows

When Is the Next Fed Meeting?

A softer labor market should be supportive of another rate cut at the next Fed meeting.

By Dan Burrows

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.

By Dan Burrows

When Is Travel Insurance Worth It?

travel insurance Know when you need travel insurance and when you can skip it.

By Emma Patch

New RMD Rules: Starting Age, Penalties, Roth 401(k)s, and More

RMDs The SECURE 2.0 Act makes major changes to the required minimum distribution rules.

By Rocky Mengle

The Best High-Yield Savings Accounts of December 2025

Our high-yield savings account picks earn you rates as high as 4.35%, helping you outpace inflation and grow your savings quicker.

By Sean Jackson

Best No-Fee High-Yield Savings Rates

If you want to achieve short-term savings goals, these are the best options to consider. Best of all, they are fee-free.

By Sean Jackson

Rhode Island Tax Guide 2025

State Tax Explore Rhode Island's 2025 state tax rates for income, sales, property, retirement, and more. Learn how Rhode Island compares nationwide.

By Katelyn Washington

Is Walmart Plus Worth It?

There are tons of exciting Walmart Plus benefits – but are they worth the $98 annual fee?

By Rachael Green

The Wash Sale Rule: Six Things to Know to Avoid Tax Pitfalls

Investing The wash sale rule is important when you are selling and rebuying stocks to offset losses.

By Kelley R. Taylor

Massachusetts Tax Guide 2025

State Tax Explore Massachusetts' 2025 state tax rates for income, sales, property, retirement, and more. Learn how Massachusetts compares nationwide.

By Kelley R. Taylor