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The 'First Year of Retirement' Rule
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An Expert's Take: Why You Should Resist a Zero-Down Mortgage
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Tax Breaks for Veterans: Retirement Pay, Disability and State Tax Exemptions to Know
Veterans -
Are Your Employees Quietly Cracking? What to Do About That
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I'm Embarrassed to Ask: What Is a Life Insurance Trust?
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Earnings Calendar and Analysis for This Week
stocks
Investing
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What the 2026 Tax Landscape Means for Financial Advisers
The OBBB's impacts on 2026 are taking shape, amplifying the need for financial advisers' expertise in transforming stability into strategy for their clients.
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A Blueprint for Helping to Build Your Advisory Practice
As a financial professional, you can draw lessons from Advisors Excel's journey to find ideas, strategies and inspiration for growing your own advisory business.
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Risk Is On Again, Dow Jumps 381 Points: Stock Market Today
The stock market started the week strong on signs the government shutdown could soon be over.
Personal Finance
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Fish and Chips? More Like Fish and a Side of Customer Anger
You expect chips — French fries, actually — to come with your order of fish and chips? Think again. This restaurant could be violating the truth-in-menu laws.
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When Is Cyber Monday?
When is Cyber Monday? And for that matter, what is it? Our guide to the online shopping event.
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What To Know About Black Friday
The biggest shopping event of the year is right around the corner. We'll help get you prepared to go deal-hunting.
Taxes
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New RMD Rules: Can You Pass This Retirement Distributions Tax Quiz?
Quiz Take our RMD quiz to test your retirement tax knowledge. Learn about RMD rules, IRS deadlines, and tax penalties that could shrink your savings.
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I'm a Financial Planner: How You Can Get Started With RMDs
The IRS will come knocking for its share of your tax-deferred retirement savings when you hit 73, but planning ahead for RMDs will ensure you're ready.
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Take Advantage of Retirement Tax Benefits While They Last
Recent tax changes, including an extra $6,000 deduction for those 65 and older, present a golden opportunity for retirees to reduce their tax bills.
Retirement
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Dental Cost Advice for New Retirees, From a New Retiree
What I faced in my first dental bill after retiring.
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Two Ways To Stop and Restart Social Security: Ditch the Regret
Get a Social Security do-over. Learn how to stop and restart Social Security.
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12 Retirement Moves to Make Before the Year Ends
From applying for Social Security and donating to charity to maximizing your savings accounts, here are 12 retirement moves you can still make in 2025
Real Estate
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How Smart Retirees Turn a Second Home Into a Financial Asset
Buying a second home during retirement, especially if your savings are solid, can improve your lifestyle or be a strategic financial choice, but it requires meticulous planning.
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Six Myths About Downsizing in Retirement
Retirees might dream of selling their home, downsizing to a smaller one, and investing the extra cash for income, but the profit they pocket is often less than what they wished.
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A New Kind of HELOC Lets Homeowners Fund Remodels on Their Terms
Finance home upgrades gradually, using the equity you already have.
Economic Forecasts
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Kiplinger Interest Rates Outlook: Cuts Expected to Continue
Forecasts Kiplinger's experts forecast what's happening and what's next for interest rates and the Federal Reserve.
Forecasts -
Kiplinger Energy Outlook: Gas Could Drop Below $3 by Dec.
Economic Forecasts Average gas prices could slip below $3 in time for Thanksgiving travel.
Economic Forecasts -
Kiplinger Jobs Outlook: Hiring Continuing at Reduced Levels
Economic Forecasts Kiplinger's monthly jobs round-up covers the latest changes in the labor market, from job gains to wage fluctuations.
Economic Forecasts
More from Kiplinger
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Holiday Shipping Deadlines for 2025: When To Send Your Packages
These carriers want you to know their holiday shipping deadlines so you can get your packages to their destinations on time.
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Does My Car Insurance Cover Rental Cars?
Is it safe to decline the extra coverage car rental companies offer you when booking? Here's what you need to know.
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Worried About an AI Bubble? Here’s What You Need to Know
The Kiplinger Letter With the introduction of OpenAI’s new AI social media app, Sora, the internet is about to be flooded with startling AI-generated videos.
The Kiplinger Letter -
A Financial Planner's Guide to a Stress-Free Adventure Abroad
Start by looking at flight/accommodation costs, have a flexible schedule, seek out credit card rewards, prep for health issues and plan to cook your own food.
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Do I Still Need Travel Insurance If I Have Coverage Through a Credit Card?
Travel Many credit cards offer travel insurance as a perk, but is the coverage comprehensive enough to skip buying a separate policy?
Travel -
Four Christmas Flight Booking Tips
Follow these Christmas flight booking tips from Phil Dengler, co-owner of the Vacationer.
