Features
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Will Your Retirement Income Trigger the IRMAA This Year?Medicare costs can spike if your income triggers the income-related monthly adjustment amount. Here's what to expect in 2026 and how to avoid it in the future.
By Philip Segal, CLU®, ChFC®, RICP®
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3 OBBBA Tax Provisions Wealthy Families Should Act on NowThe estate tax was repealed in 2010, meaning billionaires could pass on their wealth tax-free. OBBBA tax provisions aren't that, but high-net-worth families should still act.
By Eric W. Bond
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5 Ways to Help Your Kids Develop Healthy Money HabitsChildren are constantly absorbing financial lessons from their parents, and your behaviors shape how your children will manage their money as adults.
By Jodi Krausman, PhD, CPA, CFP®, ChFC®
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Earth Day Thoughts: Clean Energy Transition Hits Warp SpeedWith crude oil near $100 a barrel and a global energy crisis, the financial case for clean energy has never been more actionable for everyday investors.
By Peter Krull, CSRIC®
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How This 529 'Superfund' Strategy Can Transform Your Estate PlanThis 529 strategy — superfunding a 529 — can help you maximize savings for a child or grandchild's education expenses.
By Erin Bendig
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Kiplinger Retail Outlook: Consumers Undeterred by Gas-Price HikesEconomic Forecasts Consumers spent freely in March, despite the strong rise in gasoline prices.
By David Payne
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3 Ways to Keep Control of Your Investments as Oil Prices Create TurbulenceTraders and speculators are already executing their respective plans. Here's what investors can do about the energy shock.
By David Dittman
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The Average Monthly Social Security Check: March 2026The average monthly Social Security check amount might surprise you. Here's a look at March's numbers and why they matter.
By Donna LeValley
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The Small Cruises We'd Book Now for a 2026 Retirement SplurgeThe new way to sail: Why boutique yacht cruises are the ultimate retirement reward.
By Kathryn Pomroy
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The Average Retirement Savings by Age: Are You Keeping Up?Think you may have more retirement savings than your peers? Here's your answer.
By Donna LeValley
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There's a $500,000 Reason to Hold Onto Your 'Old' Car for 5 More YearsIf you can hold off buying a new car — and have the discipline to reinvest the savings — you could turbocharge your retirement savings.
By Kyle Woodley
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5 Ways I Honor Earth Day (That Also Save Me Tons of Money)A money expert shares the big and small ways to look out for the earth while saving money.
By Alexandra Svokos
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I'm 74 and Don't Want My Beloved Dog to Go to My Adult KidsWe asked estate planners how to protect his one-year-old dog when his heirs aren't up to the task.
By Donna Fuscaldo
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There's No Silver Bullet for Business Success — Just 4 Basic PrinciplesBusiness trends promising success will come and go — but leaders who stick to these four tried-and-trusted principles will help their companies go the distance.
By Gayle Jennings-O'Byrne
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Want to Map Out an Estate Plan? Find Your 'Legacy Tribe' FirstBefore you confirm any estate plans, look in the mirror — your philosophy on life will inform your legacy, and that will allow a meaningful plan to unfold.
By Feroz Ansari, CFP®
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We've Survived Bladder Cancer. Tough Love Isn't What We NeedBladder cancer survivors and a therapist share the realities of living with a stoma and how relatives can support loved ones as they rebuild their identity.
By H. Dennis Beaver, Esq.
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The Average Social Security Check by AgeCompare your average Social Security check with others of your age, and plan for the future.
By Donna LeValley
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The Average Social Security Check in Every StateDo you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.
By Donna LeValley
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Social Security Payment Schedule for 2026Find out when you can expect your 2026 Social Security payments and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley
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The Best Health Care ETFs to BuyETFs The best health care ETFs offer diversification across medical industries as well as exposure to a sector with lower volatility than the broader market.
By Tony Dong, MSc
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Do Americans Need a Visa for Europe? ETIAS is Coming in 2026Americans will eventually need to apply for approval under ETIAS to travel to Europe, but the system has been repeatedly delayed.
By Alexandra Svokos
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Should You Get Earthquake Insurance?Your home insurance doesn’t cover earthquakes, but paying extra for earthquake insurance isn’t just for Californians.
By Rachael Green
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7 George Carlin Quotes Retirees Should Live ByThe master of comedy may have had a cynical view of life, but his philosophy can provide a blueprint for how retirees should live out their golden years.
By Donna Fuscaldo
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7 Things You Should Never Leave to Your Kids or GrandkidsLeaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
By David Rodeck
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What Is a 'Good' Inheritance? 6 High-Value Assets to Keep an Eye OnYour heirs will thank you for leaving any of these six assets as an inheritance.
By David Rodeck
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The Rule of $1,000: Is This Retirement Rule Right for You?The rule of $ 1,000 a month can estimate how much you need to save for retirement. Here's how this rule of thumb compares to other guesstimates.
By Adam Shell
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Are Treasury Bills a Good Investment?Treasury bills, or T-bills, are backed by the full faith and credit of the U.S. government. Treasury bills top the list of the safest places to save your cash.
By Erin Bendig
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The New Retirement Math: How an Active Lifestyle Can Lower Your 2026 TaxesRetirement Taxes Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.
By Kate Schubel
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We're Retired and Wealthy. I Want to Splurge but My Wife Says 'No.'We're 67 with $5.8 million after years of scrimping. I want to spend $300K on much-needed home renovations and a new car. How can I get my wife to loosen up on spending?
By Maurie Backman
