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Investing
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5 Top Tax-Efficient Mutual Funds for Smarter InvestingMutual funds are many things, but "tax-friendly" usually isn't one of them. These are the exceptions.
By Kyle Woodley -
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Stocks Rally to Start a Big Holiday Week: Stock Market TodayComcast created a stir among communication services stocks with a plan to spin off its media and entertainment assets into a new publicly traded company.
By David Dittman -
Economic ForecastsKiplinger Energy Outlook: Drivers Face Painful Gas PricesGas is still expensive, but fill-ups are getting less costly as oil prices retreat.
By Jim Patterson -
Why the Key Question in Retirement Planning Isn't About MoneyToday's retirement planning has a fundamental flaw: It focuses on how much money you need while ignoring the more important question — what you'll do with it.
By Richard P. Himmer, PhD -
7 Financial Steps to Take Before You File for a Gray DivorceContemplating a gray divorce? Before calling in the lawyers, take time to understand your financial situation and the impact of dividing assets later in life.
By David Abraham -
Annuities Can Have Tax Side Effects: Here's the AntidoteIf you hold money in a non-qualified annuity, the IRS will eventually come calling for its share of any gains. It pays to explore tax efficiency ahead of time.
By Darrick Priester -
Retirement Won't Make You as Happy as You Expect: Here's WhyHeard of the hedonic treadmill? It's the reason why feelings of happiness can be short-lived. How you manage it can be the key to a successful retirement.
By Andrew Rosen, CFP®, CEP
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Retirement
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Eight Things You Must Know About Retiring to the CarolinasFrom the picturesque beach towns to cozy mountain communities, North Carolina and South Carolina offer retirees plenty of incentives.
By Bob Niedt -
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6 Early Retirement Mistakes to AvoidThese early retirement mistakes can douse your FIRE (Financial Independence, Retire Early) efforts.
By Jacob Schroeder -
How to Hit the $24,500 401(k) Limit in the Next 6 MonthsDon't leave money on the table. If you want to maximize your retirement savings this year, it's time to adjust your paycheck math right now.
By Kathryn Pomroy -
Jean Chatzky: This Is the Biggest Retirement Mistake You Can MakeAre you winging your retirement spending? Financial expert Jean Chatzky tells Kiplinger why lack of a concrete plan is preventing retirees from living their best lives.
By Donna Fuscaldo -
The 'First Year of Retirement' RuleThe "first year of retirement" rule says the 12 months after you leave work set the tone for your entire later life — so it's vital to approach them mindfully.
By Jacob Schroeder -
Why the Key Question in Retirement Planning Isn't About MoneyToday's retirement planning has a fundamental flaw: It focuses on how much money you need while ignoring the more important question — what you'll do with it.
By Richard P. Himmer, PhD -
7 Financial Steps to Take Before You File for a Gray DivorceContemplating a gray divorce? Before calling in the lawyers, take time to understand your financial situation and the impact of dividing assets later in life.
By David Abraham
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Meet Kiplinger's experts
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Alexandra SvokosDigital Managing Editor
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Karee VenemaSenior Investing Editor
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Kelley R. TaylorSenior Tax Editor
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Alexandra TwinSenior Retirement Editor
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David DittmanInvesting Editor
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Ellen KennedyRetirement Editor
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Carla AyersPersonal Finance Editor
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Donna LeValleyRetirement Writer
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Kate SchubelTax Writer
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Sean JacksonPersonal Finance Writer
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Donna FuscaldoRetirement Writer
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Rachael GreenPersonal Finance Writer
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Ben DemersAudience Engagement Manager
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Dan BurrowsSenior Investing Writer
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Taxes
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Income TaxAvoiding the Widows' Penalty Tax Trap After a Spouse PassesMany surviving spouses are surprised to discover that losing a partner can mean paying higher taxes on less income.
By Chrissy Paradis -
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State TaxBest States for Middle-Class Families Who Hate Paying Taxes in 2026Here are the ten best states for 'middle-class' families (taxpayers with middle incomes) due to low tax burdens.
By Katelyn Washington -
Property Tax6 Steps to Appeal Your Property Tax BillAs home values increase nationwide, property taxes are also on the rise.
By Sandra Block -
Tax BreaksTax Credits for Energy-Efficient Home ImprovementsThe 2025 Trump tax bill ended major solar and home upgrade credits; here's what's left.
By Kate Schubel
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Personal Finance
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Eight Things You Must Know About Retiring to the CarolinasFrom the picturesque beach towns to cozy mountain communities, North Carolina and South Carolina offer retirees plenty of incentives.
By Bob Niedt -
Find the Best 30-Year Mortgage RatesSee today's 30-year mortgage rates, compare lenders and learn the steps that can help you lock in a better home loan.
By Carla Ayers -
real estateWhat to Expect When Applying for a Mortgage LoanBefore you can apply for a mortgage loan and buy your dream home, there's a good bit of preparation to be done.
By Erin Bendig -
Get $40 to Shop at Costco with This Membership DealNew members can get up to $40 on a Costco Shop card when they sign up for a one-year Costco membership thanks to a new deal from Stack Social.
By Carla Ayers -
5 DIY Home Security Upgrades That Lower Insurance CostsBoost home security with these five DIY upgrades — some may even qualify for a home insurance discount.
By Paige Cerulli -
5 Hidden Sam's Club Perks That Can Save You Time and MoneyIf you're considering a Sam's Club membership, don't overlook these benefits that go beyond discounted groceries and fuel.
By Paige Cerulli
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Real Estate
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Find the Best 30-Year Mortgage RatesSee today's 30-year mortgage rates, compare lenders and learn the steps that can help you lock in a better home loan.
By Carla Ayers -
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real estateWhat to Expect When Applying for a Mortgage LoanBefore you can apply for a mortgage loan and buy your dream home, there's a good bit of preparation to be done.
By Erin Bendig -
5 DIY Home Security Upgrades That Lower Insurance CostsBoost home security with these five DIY upgrades — some may even qualify for a home insurance discount.
By Paige Cerulli -
5 Home Upgrades for Surviving Record-Breaking HeatWith global temperatures expected to hover at record highs for years to come, now’s the time to upgrade your home for long-term heat resilience.
By Paige Cerulli
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Travel
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Why Do People Retire to Florida? 9 Things You Must KnowAttention Florida-bound retirees: There's more to the Sunshine State than Disney, golf and beaches.
By Bob Niedt -
Want to Get in on the Golden Visa Trend? Here's HowGolden Visas are designed for affluent individuals seeking to relocate abroad for education, retirement, work, or a lifestyle change. Here's how they work.
By Kathryn Pomroy -
9 Must-See Historic Sites to Visit With Your Grandkids for America's 250thCreate once-in-a-lifetime memories with your grandchildren while celebrating America’s 250th
By Kathryn Pomroy -
TSA and Google Wallet Just Made TSA PreCheck Even EasierA new partnership between TSA and Google Wallet could make your airport security wait time even shorter.
By Rachael Green -
6 Ways to Make Economy Feel Like Business ClassYou don't need a premium ticket to enjoy a better flight. These simple upgrades can add comfort and convenience to your next trip.
By Rachael Green -
9 Ways To Save on Your Next Luxury TripLooking for ways to stretch your retirement dollars? Follow these tips to get a deal on your next vacation.
By Donna Fuscaldo
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Economic Forecasts
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Economic ForecastsKiplinger Energy Outlook: Drivers Face Painful Gas PricesGas is still expensive, but fill-ups are getting less costly as oil prices retreat.
By Jim Patterson -
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The Kiplinger LetterCan Congress Fix Social Security's Funding Crunch?If nothing is done, Social Security benefits will need to be cut by 22% in 2033.
By David Payne -
Kiplinger ForecastsKiplinger GDP Outlook: No Recession, But Low Economic GrowthIn the latest Kiplinger GDP forecast, we expect modest-to-moderate growth in the second half of 2025 and through 2026.
By David Payne -
ForecastsKiplinger Interest Rates Outlook: Fed Pauses Rates CutsThe Fed suggests that it is not likely to cut rates further unless the jobs market weakens more.
By David Payne -
Economic ForecastsKiplinger Retail Outlook: Consumers Spend Freely, for NowLow savings rates and higher gasoline costs imply a slowdown in spending at some point.
By David Payne -
The Kiplinger LetterHow the World is Absorbing the 2026 Energy CrisisFrom European sluggishness to a cooling Chinese market, shifting monetary policy and massive capital expenditures will dictate global resilience this year.
By Rodrigo Sermeño -
ForecastsKiplinger Trade Outlook: Trade Deficit WidensKiplinger's latest forecast on trade: U.S. exports, imports and our net trade deficit.
By Rodrigo Sermeño
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More from Kiplinger
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Can Congress Fix Social Security's Funding Crunch?The Kiplinger Letter If nothing is done, Social Security benefits will need to be cut by 22% in 2033.
By David Payne
The Kiplinger Letter -
Why Do People Retire to Florida? 9 Things You Must KnowAttention Florida-bound retirees: There's more to the Sunshine State than Disney, golf and beaches.
By Bob Niedt
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Artificial Intelligence is Raising Cyber ThreatsThe Kiplinger Letter AI-enabled attacks are coming faster and more often. Here’s a security update and some advice on how to be prepared.
By John Miley
The Kiplinger Letter -
Kiplinger GDP Outlook: No Recession, But Low Economic GrowthKiplinger Forecasts In the latest Kiplinger GDP forecast, we expect modest-to-moderate growth in the second half of 2025 and through 2026.
By David Payne
Kiplinger Forecasts -
Want to Get in on the Golden Visa Trend? Here's HowGolden Visas are designed for affluent individuals seeking to relocate abroad for education, retirement, work, or a lifestyle change. Here's how they work.
By Kathryn Pomroy
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Your Clients Have Changed: Has Your Advisory Practice Kept Up?Advisers who master personalized planning and build real relationships will exceed client expectations while thriving in today's shifting wealth landscape.
By Shannon Larson



