Sandra Block

Sandra Block

Senior Editor, Kiplinger's Personal Finance

Block joined Kiplinger in June 2012 from USA Today, where she was a reporter and personal finance columnist for more than 15 years. Prior to that, she worked for the Akron Beacon-Journal and Dow Jones Newswires. In 1993, she was a Knight-Bagehot fellow in economics and business journalism at the Columbia University Graduate School of Journalism. She has a BA in communications from Bethany College in Bethany, W.Va.

Love and Money with Financial Planner Mari Adam
photo illustration of $100 bill with heart
Getting Married

Love and Money with Financial Planner Mari Adam

Financial planner Mari Adam helps couples work together to have a good relationship with each other – and their finances. Also, some twists for 2020 t…
February 25, 2021
33 States with No Estate Taxes or Inheritance Taxes
A view of the Rocky Mountains in Colorado with the mountains reflected in a small lake
retirement

33 States with No Estate Taxes or Inheritance Taxes

Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.
February 24, 2021
Student Loans: Pay Down or Hold Pat?
Pink piggy bank wearing college graduation cap sits atop scattered $20 bills
Paying for College

Student Loans: Pay Down or Hold Pat?

Before you tell your lender you want to resume payments, consider whether there are better uses for your money.
February 22, 2021
The Case for Indexed Annuities
annuities and rainbows pipes
Financial Planning

The Case for Indexed Annuities

These products may offer better returns than traditional fixed-income investments. But there are trade-offs.
February 19, 2021
Why Pay Money to File Your Taxes?
Tax Breaks

Why Pay Money to File Your Taxes?

Far more people could be filing their federal returns for free; maybe even their state taxes. Also, the latest from Brandon Copeland and the not-so-se…
February 17, 2021
How 10 Types of Retirement Income Get Taxed
picture of notebook with "owe taxes" written on it and next to money and a calculator
retirement

How 10 Types of Retirement Income Get Taxed

When you're planning for retirement, it's fun to contemplate all the travel and rounds of golf ahead of you, but don’t forget about taxes.
February 9, 2021
Unpacking the GameStop Blowup with Kyle Woodley
Markets

Unpacking the GameStop Blowup with Kyle Woodley

Senior investing editor Kyle Woodley breaks down the latest short squeeze and its broader implications. Also, General Motors says it’s going all-elect…
February 9, 2021
Handling Taxes and Insurance When Working from “Home”
Photo of woman working at home with dog on her lap.
Tax Breaks

Handling Taxes and Insurance When Working from “Home”

Working remotely in a new state, maybe even a new country? That can lead to complications, particularly when it comes to taxes. Also: why the IRS is s…
February 2, 2021
There's Still Time to Save on 2020 Taxes
tax maze
Tax Breaks

There's Still Time to Save on 2020 Taxes

The tax code didn’t change last year, but just about everything else did. We’ll guide you to a lower tax bill.
January 27, 2021
Kiplinger’s Best Values in Tax Software, 2021
Couple at a table working on their taxes on a laptop
Tax Breaks

Kiplinger’s Best Values in Tax Software, 2021

We ranked the most popular tax-prep packages to help you find the ones that provide the best experience at the lowest cost.
January 27, 2021
Taxes on Retirees — What’s New?
Cropped shot of an unrecognizable mature man calculating and going over his finances at home
Budgeting

Taxes on Retirees — What’s New?

In this episode of Your Money's Worth, senior tax editor Rocky Mengle talks about the latest update of the Kiplinger Retiree Tax Map. Will states with…
January 26, 2021
10 States With the Highest Sales Taxes
Counting money.
Tax Breaks

10 States With the Highest Sales Taxes

Before you embark on a shopping spree in any of the 10 worst states for sales taxes, make extra room in your budget.
January 25, 2021
9 States with No Income Tax
Barn with American flag imagery.
Tax Breaks

9 States with No Income Tax

If you choose to live in these states, every penny you earn is safe from state income tax (although two of the states do tax some dividends and intere…
January 25, 2021
13 States That Tax Social Security Benefits
Map of U.S. with U.S. flag design
social security

13 States That Tax Social Security Benefits

You may have dreamed of a tax-free retirement, but if you live in these 13 states, your Social Security benefits are subject to a state tax. That's on…
January 24, 2021
18 States With Scary Death Taxes
Grim Reaper in a fog-covered cemetery
inheritance

18 States With Scary Death Taxes

Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes t…
January 24, 2021
How Much Tax You Will Pay on Your Lottery Winnings?
picture of man filling out Mega Millions lottery card
taxes

How Much Tax You Will Pay on Your Lottery Winnings?

The federal government will take a big tax bite out of your $1 billion Mega Millions payout. Your state might, too.
January 22, 2021
The Financial Aid Form Gets a Makeover
Student aid form with hundred dollar bills and pen resting on it
Paying for College

The Financial Aid Form Gets a Makeover

Starting with the FAFSA available for filing in October 2022, the number of questions will be reduced from 108 to 36.
January 21, 2021
Jim Patterson on The Kiplinger Letter’s 2021 Forecasts
photograph of arrows suggesting forecasts
Economic Forecasts

Jim Patterson on The Kiplinger Letter’s 2021 Forecasts

What to expect from the U.S. economy, the new Congress and next administration, as well as the outlook for bitcoin, self-driving trucks and more.
January 19, 2021
Fund Your IRA, Cut Your Taxes
picture of egg with IRA written on it in a bird's nest
Tax Breaks

Fund Your IRA, Cut Your Taxes

There’s still time to make a 2020 IRA contribution and lower your tax bill.
January 13, 2021
Is a Fix Coming Soon for Social Security?
Smart Buying

Is a Fix Coming Soon for Social Security?

Social Security has funding problems the COVID-19 pandemic has made worse. What are the prospects for the next Congress and administration doing somet…
January 12, 2021
James K. Glassman’s Stock Picks for 2021
photo illustrating concept of stocks rising in 2021
Kiplinger's Investing Outlook

James K. Glassman’s Stock Picks for 2021

Kiplinger columnist James K. Glassman has been picking 10 stocks a year for decades now. We talk about what’s on his 2021 list, and how previous picks…
January 7, 2021
6 Money-Smart Ways to Spend Your Second Stimulus Check
picture of stimulus check envelope in mailbox
Coronavirus and Your Money

6 Money-Smart Ways to Spend Your Second Stimulus Check

If you don't have to use your second stimulus check for basic necessities, consider putting the money to work for you. You'll thank yourself later.
December 28, 2020
Get Your Retirement Back on Course
illustration of golfers on course
Coronavirus and Your Money

Get Your Retirement Back on Course

Even the most diligent savers can encounter obstacles on the road to retirement, but the past few months have delivered unprecedented hazards. We’ll h…
December 26, 2020
The 10 Least Tax-Friendly States for Military Retirees
picture of dog tags and military patches
retirement

The 10 Least Tax-Friendly States for Military Retirees

Unfortunately, some states aren't very generous when it comes to helping retired veterans at tax time.
December 24, 2020
Doug Glanville on Race, Sports — and Personal Finance
Photo of Doug Glanville
personal finance

Doug Glanville on Race, Sports — and Personal Finance

Kiplinger contributor (and former Major League Baseball player) Doug Glanville shares insights from years playing the game — and investing. Also, what…
December 22, 2020
Smaller IRA Withdrawals Coming Up
Senior reviewing paperwork at her laptop in her kitchen area
Coronavirus and Your Money

Smaller IRA Withdrawals Coming Up

Starting in 2022, the amount you’ll be required to withdraw from your retirement accounts after age 72 will decline modestly—which means your tax bill…
December 20, 2020
11 Tax Breaks for the Middle Class
picture of family in front of house
Tax Breaks

11 Tax Breaks for the Middle Class

Tax breaks aren't just for the rich. There are plenty of them that are only available to middle- and low-income Americans.
December 17, 2020