Features
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3 Steps to Help You Find Your Financial North Star
If you're overwhelmed by financial planning, a long list of to-dos won't help. Find clarity by focusing on steps built around what's most important to you.
By Stephen B. Dunbar III, JD, CLU
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How to Slash Your Taxes on Large Stock or Property Sales
Selling a major asset can result in huge capital gains taxes, but combining direct indexing with tax-loss harvesting can significantly reduce your tax bill.
By Danielle Meister, IAR, CFF®, CDFA®
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Why 2026 Is the Year to Reconsider Global Diversification
It's been a while since investors had to stray beyond U.S. stocks to reap rewards. But current risks and opportunities suggest it's time to look abroad again.
By Feroz Ansari, CFP®
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Over 65? Here's What the New $6K Senior Tax Deduction Means for Medicare IRMAA
Tax Breaks A new tax deduction for people over age 65 has some thinking about Medicare premiums and MAGI strategy.
By Kelley R. Taylor
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15 Money-Saving Travel Tips for Retirees
travel Globetrotting in your golden years doesn't have to cost a fortune. Here are 15 ways to cut down on your travel expenses.
By Jackie Stewart
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Dating Again? Nine Rules for Older Singles
Don't be afraid of dating when you're older. But do be careful. We have some dos and don'ts for senior daters.
By Katherine Reynolds Lewis
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Kiplinger GDP Outlook: No Recession, But Low Economic Growth
Kiplinger Forecasts In the latest Kiplinger GDP forecast, we expect modest-to-moderate growth in the second half of 2025 and through 2026.
By David Payne
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The Minimum Savings You Need To Retire in All 50 States
Worried you haven't saved enough for retirement? Here are the average annual expenses and minimum savings amounts needed to get by in all 50 states.
By Donna LeValley
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3 Popular Tax Breaks Are Gone for Good in 2026
Tax Breaks Here's a list of federal tax deductions and credits that you can't claim in the 2026 tax year. High-income earners could also get hit by a "surprise" tax bill.
By Kate Schubel
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Before You Go to Costco, Try This Grocery Strategy First
A simple shift in how you plan meals could help you spend and waste less.
By Choncé Maddox
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QUIZ: Are You Ready To Retire At 62?
Quiz Are you in a good position to retire at 62? Find out with this quick quiz.
By Donna Fuscaldo
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9 Types of Insurance You Don't Need
Financial Planning If you're paying for these types of insurance, you might be wasting your money. Here's what you need to know.
By David Rodeck
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Ask the Editor: Questions on Tax Breaks for Caregivers
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on tax breaks for caregivers
By Joy Taylor
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Are You Making These Savings Mistakes?
Avoiding these common mistakes can help you build a foundation of wealth while not leaving thousands of dollars on the table.
By Sean Jackson
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I See the Freedom in My Friend's Late-Life Divorce
Having gone through a divorce myself, I know it can bring financial and emotional peace in the long run.
By Donna Fuscaldo
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Want to Divorce the IRS? This is How to Go About It (Legally)
With some careful planning focused on the standard deduction, retirees who have large sums in tax-deferred accounts can avoid unpleasant tax bills and even part ways with the IRS for good.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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9 Ways the Wealthy Waste Thousands in Taxes — And 9 Remedies
The tax code contains plenty of legitimate ways for the wealthy and business owners to cut taxes. Use this checklist to minimize taxes and stay compliant.
By Travis Babb, CFP®, EA
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12 Best Freebies for Retirees
Retiree-friendly goods and services are available at no cost – if you know where to look.
By Bob Niedt
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16 Retirement Mistakes You Will Regret Forever
From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
By Bob Niedt
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Warren Buffett Stocks: A Look at Berkshire Hathaway's Holdings
Warren Buffett's holdings are a diverse set of blue chips and lesser-known growth bets. Here, we are the stocks included among Berkshire Hathaway's holdings.
By Dan Burrows
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5 Silver ETFs to Buy Now
commodities Often called gold's "crazy cousin" because of its volatility, the best silver ETFs offer efficient exposure to upside price action for the precious metal.
By Kyle Woodley
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2026 Kiplinger Readers' Choice Awards
Awards The Kiplinger Readers' Choice Awards celebrate the best products and services in personal finance. Read on to learn more about this year's awards.
By Lisa Gerstner
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How to Choose Between Look-Alike ETFs and Mutual Funds
If you're trying to choose between ETFs and mutual funds, some factors to help you decide are how you trade and the type of account you plan to use.
By Nellie S. Huang
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The 11 Best National Parks to Visit in Retirement
Exploring the breathtaking landscapes and diverse wildlife of America's national parks offers retirees an adventurous way to soak in epic scenery and keep things exciting.
By Kathryn Pomroy
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5 Investing Rules You Can Steal From Millennials
Millennials are reshaping the investing landscape. See how the tech-savvy generation is approaching capital markets – and the strategies you can take from them.
By Coryanne Hicks
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How a QDRO Protects Your Retirement Savings During Divorce
Learn why a divorce decree isn’t enough to protect your retirement assets. You need a QDRO to divide the accounts to avoid paying penalties or income tax.
By Donna LeValley
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When Estate Plans Don't Include Tax Plans, All Bets Are Off
Estate plans aren't as effective as they can be if tax plans are considered separately. Here's what you stand to gain when the two strategies are aligned.
By Paul Buckle, CPA, CFP®
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Relying on Real Estate in Retirement? Avoid These 3 Mistakes
The keys to successful real estate planning for retirees: Stop thinking of property income as a reliable paycheck, start planning for tax consequences and structure your assets early to maintain flexibility.
By Rob Edwards
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These Small Money Habits Really Can Plant Roots
February gets a bad rap for being the month when resolutions fade — in fact, it's the perfect time to reset and focus on small changes that actually pay off.
By Bill Schultheis
