Latest
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What the HECM? Combine It With a QLAC and See What Happens
Combining a reverse mortgage known as a HECM with a QLAC (qualifying longevity annuity contract) can provide longevity protection, tax savings and liquidity for unplanned expenses.
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721 UPREIT DSTs: Real Estate Investing Expert Explores the Hidden Risks
Potential investors need to understand the crucial distinction between a REIT's option to buy a Delaware statutory trust's property and its obligation.
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I'm an Insurance Expert: Yes, You Need Life Insurance Even if the Kids Are Grown and the House Is Paid Off
Life insurance isn't about you. It's about providing for loved ones and covering expenses after you're gone. Here are five key reasons to have it.
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You'll Probably Need Long-Term Care at Some Point. Here's How to Pay for It
Most people will need long-term care, but insurance is pricey. Here’s a guide to covering the expenses.
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Four Tax-Friendly Ways to Pay for Long-Term Care Insurance
Long-Term Care Insurance Use these four tax-friendly ways to pay for your long-term care premiums.
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Use the 529 Grandparent Loophole To Maximize College Savings
Use the 529 grandparent loophole to fund a grandchild’s education without impacting their financial aid eligibility.
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How to Reduce Your Property Tax
Property Tax Homeowners cannot avoid property taxes, but there are strategies to potentially decrease your bill.
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Best 529 Plans of 2025
Check out the best 529 plans of 2025 and find the best plan for your child or grandchild’s college savings.
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5 Actively Managed Vanguard Funds to Buy and Hold
mutual funds These actively managed Vanguard funds cover a variety of investment strategies and have low fees to boot.
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7 Rules Frequent Flyers Swear By
From dodging long lines to avoiding bad coffee, these clever travel rules can help you save time, stay healthy and reduce stress every time you fly.
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I'm 60 with a $4.2 million nest egg. Can I stop saving and start spending until I retire at 65?
Should I continue contributing to my 401(k) or treat myself now?
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These Jobs Reduce Your Alzheimer's Risk: How You Can Benefit
Two jobs are linked to a lower Alzheimer's risk. Even if you do a different kind of work or are retired, these jobs show how to keep your mind sharp.
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My Professional Advice: When It Comes to Money, You Do You
This is how embracing the 'letting others be' and 'learning to surrender' mindsets can improve your relationship with money.
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Direct Indexing Expert Explains How It Can Be a Smarter Way to Invest
Direct indexing provides a more efficient approach to investing that can boost after-tax returns, but is it right for you?
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Five Smart Moves for Retirement Healthcare: From HSAs to Medigap Policies
Unchecked health care costs in retirement could blow a hole in your savings. Here’s how to avoid that.
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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.
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Your Estate Plan Needs an Advance Directive for Dementia
Here are free tools to add an advance directive for dementia to your estate plan. These directives detail your preferred medical care for each stage of dementia.
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Retirement Income Funds to Keep Cash Flowing In Your Golden Years
Retirement income funds are designed to generate a reliable cash payout for retirees. Here are a few we like.
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Smiley Faces in Serious Places: Emoji Use Pops Up in Legal Battles Over Inheritances
Estate planning attorney notes how emojis are crossing over from casual conversation to litigation. What was once dismissed as 'just an emoji' is now carefully scrutinized.
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When Downsizing, Does a Continuing Care Retirement Community Make Sense?
The idea that you'll never have to move again may sound tempting, but how about the costs? A financial planner explores the pros and cons of this style of retirement living.
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Fortune Favors the Gold: Expert Highlights a Little-Known Game-Changing Investing Strategy
Rather than only owning gold bullion itself and investing in gold mining companies, consider adding gold royalty companies to your gold investing strategy.
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What You Should Know About Spousal IRAs
Without spousal IRAs, you would need earned income to contribute to your retirement account.
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I-Bonds: Pros and Cons of Investing
Learn about the pros and cons of investing in I-Bonds, U.S. savings bonds that protect your money from inflationary pressures.
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The I-Bond Rate Until November Is Mildly Attractive. Here's Why.
Investing for Income The current I-bond rate is active until November 2025 and presents an attractive value, if not as attractive as in the recent past.
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What Are Dividend Stocks?
Dividend-paying companies are a wise addition to most portfolios, but not all are created equal. Here, we answer the question "what are dividend stocks," and explain how to find the best ones.
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What Is a Debt-to-Equity Ratio and How Do Investors Interpret the Number?
A debt-to-equity ratio is a way to measure a company's financial position. What does the ratio tell us? And how do investors use it?
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How to Set the Price to Sell Your Home
real estate If you're selling your home, setting the right price is crucial. Don't overprice or you'll scare away prospective buyers.
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Best Cheap Stocks (Under $10) to Buy Now
When seeking out the best cheap stocks to buy under $10, investors should focus on quality and liquidity. Here are five we like.
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10 Worst Things to Buy in Bulk at Costco
Smart Buying Costco gets big ups from shoppers and shopping experts alike for its high-quality products and low prices. However, it's not always the wisest choice to buy these products in bulk.
