I often talk about how my family has shaped me into the man I am today.
One set of grandparents got me started on saving and understanding finances; they purchased mutual funds for me when I was young, and even got me a subscription to Kiplinger’s Personal Finance magazine.
My other grandparents taught me a lot a about being generous and the blessings of giving. They were always eager to help provide for the needs of others – whether it was family, someone in their church or a charity.
From just $107.88 $24.99 for Kiplinger Personal Finance
Be a smarter, better informed investor.
Sign up for Kiplinger’s Free Newsletters
Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.
Profit and prosper with the best of expert advice - straight to your e-mail.
I think many people who have been blessed financially want to give, but they often don’t know how to go about it. And they’re right to be cautious: Some ways are certainly better than others.
With the stress of the holidays behind us, it’s actually a great time to put a gifting plan into action. Don’t rush into it, because it’s easy to make mistakes, and your best intentions can have unfortunate tax – and personal – consequences.
A qualified tax professional can advise you on the best methods for your situation. Here are a few strategies to consider when gifting:
-
$425 Million Google Class Action Lawsuit: Do You Qualify for a Payout?Google was found liable for violating the privacy of 98 million users in a class action lawsuit. Are you one of them?
-
Kiplinger News Quiz, September 5, 2025Quiz 401(k)s, Google's Alphabet and tariffs on luxury goods all made Kiplinger headlines this week — but why? Test your knowledge of this week's financial news.
-
Greed, Fear and Market Volatility: A Financial Adviser's Guide to Keeping Emotions Out of Investment DecisionsDon't panic! And don't be so confident in the stock market that you overlook risk. Instead, be logical. Your retirement security could depend on it.
-
Want a Financial Adviser Who Shares Your Faith? Look for One With a CKA DesignationFinancial professionals with a Certified Kingdom Advisor certification are committed to integrating biblical principles with sound financial advice.
-
10 Ways to Stay Safe From Grandparent Scams and Other Fraud, Courtesy of a Financial PlannerScams are increasingly hard to detect, and anyone can be fooled, from older people to educated professionals. Here are 10 ways to avoid becoming a victim.
-
This Is How the Student Loan Bubble Is Primed to Pop, From a Student Funding ExpertFueled by easy money, inflated tuition and high default rates, the student loan bubble mirrors the 2008 subprime mortgage crisis. We could be headed for a potential financial collapse. What can we do?
-
More Than Money: The Hidden Toll of Financial Abuse of Older AdultsFinancial abuse from schemes involving tech support, government impostors, false sweepstakes, grandchild hoaxes and online shopping issues can cause thousands of dollars in losses.
-
I'm a Financial Planner: Here Are Three High-Impact Ways to Make a Difference With Your DollarsThe world often feels out of control, but here are three ways to use your money — through investments, charitable giving and political donations — to help create a more just and sustainable future.
-
The Unsung Hero of Aisle 5: A Tale of Forgotten Change and Compassion at the SupermarketThis supermarket manager went above and beyond to help when a child forgot her change at the checkout counter. You might be surprised at some of the complications that supermarkets face when it comes to customers' forgotten change.
-
Train, Integrate, Retain: A Strategic Playbook for Adviser OnboardingsBuild a thriving practice by training new advisers with clear goals, structured processes and consistent mentorship for strong team growth.
