Investing
News, insights and expert analysis on investing from the team at Kiplinger.
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How Charitable Trusts Benefit You and Your Favorite Charities
These dual-purpose tools let affluent families combine philanthropic goals with advanced tax planning to generate income, reduce estate taxes and preserve wealth.
By Julie Virta, CFP®, CFA, CTFA
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A 5-Step Plan for Parents of Children With Special Needs
Guidance to help ensure your child's needs are supported now and in the future – while protecting your own financial well-being.
By Deana Healy, CFP®
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How Financial Advisers Can Best Help Widowed and Divorced Women
Approaching conversations with empathy and compassion is key to helping them find clarity and confidence and take control of their financial futures.
By Elizabeth R. Schaefer, CIMA®
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4 Times to Say Yes to a Roth Conversion and 4 Times to Say No
Roth conversions should never be done on a whim — they're a product of careful timing and long-term tax considerations. So how can you tell whether to go ahead?
By Ryan K. Snover, Investment Adviser Representative
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A 4-Step Anxiety-Reducing Retirement Road Map
This helpful process covers everything from assessing your current finances and risks to implementing and managing your personalized retirement income plan.
By Robert Szigeti
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The $183,000 RMD Shock: Why Roth Conversions Can Be Risky
Converting retirement funds to a Roth is a smart strategy for many, but the older you are, the less time you have to recover the tax bite from the conversion.
By Mark Kennedy
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A Financial Pro Breaks Retirement Planning Into 5 Easy Pieces
This retirement plan focuses on five key areas — income generation, tax management, asset withdrawals, planning for big expenses and health care, and legacy.
By J. Burke "J.B." Howard
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Financial To-Dos to Finish 2025 Strong and Start 2026 Stronger
Don't overlook these important year-end check-ins. Missed opportunities and avoidable mistakes could end up costing you if you're not paying attention.
By Leila Evans, CFP®
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Nasdaq Leads as Tech Stages Late-Week Comeback: Stock Market Today
Oracle stock boosted the tech sector on Friday after the company became co-owner of TikTok's U.S. operations.
By Karee Venema
