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Five Thoughts About the Election and Your Money From a Financial Planner
Here are some predictions, based on a lot of historical evidence, about what’s coming in relation to your money as we approach the election.
By Evan T. Beach, CFP®, AWMA® Last updated
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Seven Habits for a Happy Retirement
happy retirement A long and happy retirement takes more than just money. Here are seven things happy retirees do – besides dutifully saving the money they’ll need to quit the 9-to-5 grind.
By Jacob Schroeder Last updated
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Do You Need Umbrella Insurance?
Umbrella insurance can protect you from financially devastating events that aren't covered by other policies.
By Ella Vincent Published
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What Could a Trump Presidency Mean For Social Security and Medicare?
Kiplinger looks at Donald Trump's stances on Social Security and Medicare, including what he did as president.
By Kathryn Pomroy Last updated
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What Could a Harris Presidency Mean For Social Security and Medicare?
A look at Kamala Harris' stances on Social Security and Medicare, including her history with the programs.
By Kathryn Pomroy Last updated
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Three Ways to Avoid the Mansion Tax
Mansion Tax Some homebuyers have found creative loopholes around the mansion tax, but are they legal?
By Gabriella Cruz-Martínez Published
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Taxes on Retirees: A State by State Guide
Retirement Taxes See how each state treats retirees when it comes to income, sales, property and other taxes.
By Katelyn Washington Last updated
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Don't Let the Election Derail Your Investment Strategy
Ignore the headlines. With a solid financial plan and a well-diversified portfolio, you can confidently ride out any market volatility caused by the election.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Murdochs' Dispute Highlights Benefits of Trusts in Nevada
As Murdoch family members clash over who will control voting shares in the Fox media empire, the court proceedings, in Nevada, are private.
By John M. Goralka Published
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How to Protect Your American Dream From Bad Financial Advice
A financial adviser and author explains how to spot costly financial traps and offers tips to help safeguard your hard-earned money.
By H. Dennis Beaver, Esq. Published
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Unrealized Gains Tax: One Important Thing to Know Now
Capital Gains Unrealized capital gains have taken center stage in election discussions about tax fairness and economic policy.
By Kelley R. Taylor Last updated
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5 Stocks to Buy for a Trump Presidency
The race for the White House is heating up and these five stocks are set to benefit if Donald Trump claims victory.
By Will Ashworth Last updated
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All 30 Dow Jones Stocks Ranked: Buy, Sell or Hold?
blue chip stocks Wall Street's top Dow Jones stocks to buy include Amazon and UnitedHealth, while some other names that might surprise you.
By Dan Burrows Last updated
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5 of the Best Preferred Stock ETFs for High and Stable Dividends
ETFs The best preferred stock ETFs allow you to reduce your risk by investing in baskets of preferred stocks.
By Kyle Woodley Last updated
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5 Stocks to Buy for a Harris Presidency
The race for the White House is heating up and these five stocks are set to benefit if Kamala Harris claims victory.
By Will Ashworth Last updated
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Kiplinger ESG 20: Our Favorite ESG Stocks and Funds for Investors
Investing for Income Doing good and making money are no contradiction with these ESG stock and fund picks that ride the trend of socially conscious investing.
By Nellie S. Huang Last updated
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Social Security COLA Is 2.5% for 2025: What to Know
The 2025 Social Security COLA, tax wage cap and how much you need to earn to qualify for SS credits has been announced by the Social Security Administration.
By Donna LeValley Last updated
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Credit Card Bonuses Up to $1,600 for New Cardholders
Earn up to $1,600 when you sign up for a new credit card. Here are the best welcome offers for new cardholders.
By Ellen Kennedy Last updated
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Setting Objective Criteria for Employee Bonuses Aligned With Company Goals
When employees win, the company wins.
By Stephen Nalley Published
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A Modern Guide to Money Etiquette: Gifts, Tips, Splitting Bills and More
What is modern money etiquette? The customs for splitting a restaurant check, purchasing a wedding gift, tipping and more have evolved. These guidelines can help.
By Emma Patch Published
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Want to Give Money to Your Adult Children? 10 Things You Should Know
It’s less taxing to give money to your adult children than you might think. A good plan can help you avoid certain pitfalls — and drama.
By Jeremy Greenfield Published
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Potential Ripple Effects of Taxing Unrealized Capital Gains
The proposed tax on unrealized gains would be limited to those with a net worth above $100 million, but some see a broad impact on markets and businesses.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) Published
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Succession Musts: Thoughtful Planning and Frank Discussions
When it comes to passing on the family business, you don't want anyone to be surprised about who will control or inherit the business after the owner's death.
By David Handler, J.D. Published
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How to Step Confidently Into Your Life After Retirement
Retiring after decades in the work world can mean reckoning with issues related to identity and lifestyle. Here's how retirees can shed their career identities and embrace retirement.
By Sandra Block Published
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Five Keys to Retirement Planning and Peace of Mind
Long, worry-free retirements don't just happen. You have to make them happen. The good news is that it may not be as hard as you think.
By Josh Leonard, Investment Adviser Published
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The Extra Standard Deduction for People Age 65 and Older
Tax Deductions The extra standard deduction can help older adults reduce their taxable income.
By Kelley R. Taylor Last updated
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How the EV Tax Credit Works 2024
Tax Credits The EV federal tax credit of up to $7,500 can be complicated. Here's what you should know.
By Kelley R. Taylor Last updated
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How Long Should You Keep Tax Records?
Tax Records Don’t destroy tax documents until the time limit for an IRS audit runs out. For some forms, the time limit may be even longer.
By Rocky Mengle Last updated
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Child Tax Credit 2024: How Much Is It?
Tax Credits The refundable amount of this tax break is slightly higher for the 2025 tax filing season. Here’s what you need to know.
By Gabriella Cruz-Martínez Last updated