-
Essential Financial To-Dos for 11 of Life’s Big MilestonesSome milestone moments are cause for popping some bubbly and calling your accountant. These are the financial considerations that accompany certain life events.
-
-
How to Avoid Capital Gains With a Charitable Remainder TrustA charitable remainder trust can help if you're anxious to escape a concentrated stock position without a capital gains tax hit.
-
Is Your ETF Truly Diversified? The $700 Billion AI RiskThe top companies in your 'diversified' ETF spend hundreds of billions on AI, and many more are tied in to the technology. Time to check your concentration risk.
-
5 Times You Should Absolutely Not Do a Roth ConversionRoth conversions are useful in the right circumstances, but "always convert" is a dangerous motto. Here are five situations where a Roth is a deal-breaker.
-
The Essential Pre-Retirement Portfolio ShiftBuilding a "war chest" of short-term Treasuries before you stop working can help protect your portfolio if there's a market downturn early on in your retirement.
-
5 Investing Lessons Learned From BaseballWinning at baseball and building wealth require patience, sound judgment and discipline. Here are five ways the sport can show you how to be a better investor.
-
Stocks Rally for Mixed Close to Volatile Week: Stock Market TodayBuyers stepped in late, but it was only enough to lift two of three main equity indexes into positive territory on Friday.
-
-
Essential Financial To-Dos for 11 of Life’s Big Milestones
Some milestone moments are cause for popping some bubbly and calling your accountant. These are the financial considerations that accompany certain life events.
-
-
Tax PolicyWhat Eliminating the Social Security Tax Cap Would Mean for High EarnersSome lawmakers are calling for higher payroll taxes for certain workers to help save Social Security from insolvency.
-
How to Avoid Capital Gains With a Charitable Remainder TrustA charitable remainder trust can help if you're anxious to escape a concentrated stock position without a capital gains tax hit.
-
5 Times You Should Absolutely Not Do a Roth ConversionRoth conversions are useful in the right circumstances, but "always convert" is a dangerous motto. Here are five situations where a Roth is a deal-breaker.
-
Why Leaving an Equal Inheritance to Your Children Could BackfireAlthough equal splits look fair on paper, they can ignore lifetime gifts, different needs, or hard-to-divide assets and leave siblings fighting long after you’re gone.
-
The Essential Pre-Retirement Portfolio ShiftBuilding a "war chest" of short-term Treasuries before you stop working can help protect your portfolio if there's a market downturn early on in your retirement.
-
The Millionaire’s Guide to Estate Planning in 2026Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth.
-
-
-
Alexandra SvokosDigital Managing Editor
-
Karee VenemaSenior Investing Editor
-
Kelley R. TaylorSenior Tax Editor
-
Alexandra TwinSenior Retirement Editor
-
David DittmanInvesting Editor
-
Ellen KennedyRetirement Editor
-
Carla AyersPersonal Finance Editor
-
Donna LeValleyRetirement Writer
-
Kate SchubelSenior Tax Writer
-
Sean JacksonPersonal Finance Writer
-
Donna FuscaldoRetirement Writer
-
Rachael GreenPersonal Finance Writer
-
Ben DemersAudience Engagement Manager
-
Dan BurrowsSenior Investing Writer
-
-
Essential Financial To-Dos for 11 of Life’s Big Milestones
Some milestone moments are cause for popping some bubbly and calling your accountant. These are the financial considerations that accompany certain life events.
-
-
Tax PolicyWhat Eliminating the Social Security Tax Cap Would Mean for High Earners
Some lawmakers are calling for higher payroll taxes for certain workers to help save Social Security from insolvency.
-
How to Avoid Capital Gains With a Charitable Remainder Trust
A charitable remainder trust can help if you're anxious to escape a concentrated stock position without a capital gains tax hit.
-
5 Times You Should Absolutely Not Do a Roth Conversion
Roth conversions are useful in the right circumstances, but "always convert" is a dangerous motto. Here are five situations where a Roth is a deal-breaker.
-
-
-
3 Ways to Save at Verizon: Bring Your Phone, Buy New or UpgradeVerizon offers different ways to save depending on whether you keep your phone, buy a new one or upgrade. Here's how the deals compare.
-
How to Avoid Capital Gains With a Charitable Remainder Trust
A charitable remainder trust can help if you're anxious to escape a concentrated stock position without a capital gains tax hit.
-
From 8th-Grade Stock Purchases to Self-Made Millionaire"We've got in savings, retirement accounts, trading accounts, etc., as much money as we've earned in our entire lifetimes!"
-
Travel7 Shoulder-Season Trips That Could Save You Money This FallSummer crowds are gone and peak winter travel hasn't arrived. These seven destinations could offer better value for a fall getaway.
-
Don’t Leave Money on the Table: Making the Most of Discover’s Q4 CategoriesDiscover recently announced its 5% cash back categories for the fourth quarter, including a new category. Learn how much you can save.
-
Frustrated With Your Medicare Advantage Plan? You’re Not AloneMedicare Advantage plans scored lower in overall satisfaction among members in 2025. Eroding trust and policy confusion drove the drop in customer satisfaction.
-
-
Essential Financial To-Dos for 11 of Life’s Big Milestones
Some milestone moments are cause for popping some bubbly and calling your accountant. These are the financial considerations that accompany certain life events.
-
-
How Savvy Retirees Turn Second Homes Into Passive Income EnginesBuying a second home in retirement can be a pretty smart money move, especially if you’ve got a solid nest egg. Just make sure you weigh the pros and cons first.
-
Why You Might Want to Keep Your Mortgage in RetirementIf your interest rate is around 3%, keeping your loan could give you greater financial flexibility, tax perks, and peace of mind.
-
What Happens When You Inherit a House — With Your SiblingsInheriting a house with siblings can raise questions about ownership, taxes and costs. Learn your options for selling, keeping or buying out the home.
-
-
-
Credit Cards With No Foreign Transaction FeesEnjoy traveling abroad? Find a credit card with no foreign transaction fees, or your spending could add up to a big chunk of change.
-
Best Airline Credit Card Bonuses That Come with Free Companion TicketsWe’ve rounded up the two best airline credit card bonuses worth up to $720 to help you rack up miles, earn a companion pass and pay for your next big vacation.
-
Is the Hilton Honors Amex Surpass Card Worth It?Frequent Hilton guests can get more from their stays with the Hilton Honors American Express Surpass Card. Here’s what to know about its hotel perks, rewards and travel benefits.
-
Travel7 Shoulder-Season Trips That Could Save You Money This Fall
Summer crowds are gone and peak winter travel hasn't arrived. These seven destinations could offer better value for a fall getaway.
-
Travel5 Fall Trips That Are Even Better After You RetireTake advantage of retirement’s flexibility with these five fall getaways offering beautiful scenery, great food, history and fewer summer crowds.
-
TravelDo I Still Need Travel Insurance If I Have Coverage Through a Credit Card?Many credit cards offer travel insurance as a perk, but is the coverage comprehensive enough to skip buying a separate policy?
-
-
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.
-
-
Economic ForecastsKiplinger Retail Outlook: Blowout August Spending as Consumers Keep SurprisingStrong retail sales gains appeared across the board, but tighter budgets are coming.
-
The Kiplinger LetterFarmers Brace For Higher CostsThe war in Iran hikes prices for key agricultural inputs.
-
ForecastsKiplinger Trade Outlook: Trade Deficit WidensKiplinger's latest forecast on trade: U.S. exports, imports and our net trade deficit.
-
Economic ForecastsKiplinger Inflation Outlook: A Pickup Is Coming in AugustThe 3.4% inflation rate in August was not the improvement that policymakers at the Federal Reserve were looking for.
-
Economic OutlooksKiplinger Housing Outlook: May Sees Multifamily Building SpikeHigh mortgage rates, persistent affordability constraints and elevated input costs continue to plague the housing market.
-
Economic ForecastsKiplinger Jobs Outlook: Gains Will Moderate after August SurgeKiplinger's monthly jobs round-up covers the latest changes in the labor market, from job gains to wage fluctuations.
-
More from Kiplinger
-
7 Shoulder-Season Trips That Could Save You Money This FallSponsored
Travel Summer crowds are gone and peak winter travel hasn't arrived. These seven destinations could offer better value for a fall getaway.
Travel -
New SBA Loan Rules 2026: What Could Sink Your LoanNew SBA loan rules make more capital available to small firms than ever, but owners need to demonstrate far more before they're approved. Here's what's changed.
-
The US Confronts China’s Industrial-Scale AI TheftThe Kiplinger Letter There’s mounting evidence that China’s AI companies are stealing secrets from America’s AI leaders. Can anything be done?
The Kiplinger Letter -
Why Are Grocery Prices Still So High? What’s Driving Your Food BillThe Fed just raised interest rates for the first time in years. Here’s what that could mean for already-high grocery prices and your food budget.
-
Why the Super Rich Are Moving to LisbonWealthy families, tech innovators and private banks are migrating to Lisbon, Portugal. What makes it such an attractive destination — and could it work for you?
-
Kiplinger Retail Outlook: Blowout August Spending as Consumers Keep SurprisingEconomic Forecasts Strong retail sales gains appeared across the board, but tighter budgets are coming.
Economic Forecasts
