Features
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How Much Does It Cost to Be a Grandparent?
Nearly every grandparent helps their grandkids financially — to the tune of $3,917 annually.
By Erin Bendig
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How to Calculate RMDs (Required Minimum Distributions) for IRAs
Tools Understand when and how to calculate RMDs and avoid stiff penalties from your tax-deferred IRA.
By Kathryn Pomroy
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Is Walmart+ Worth It?
There are tons of exciting Walmart+ benefits, but are they worth the $98 annual fee?
By Rachael Green
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Medicare Checklist: Avoid Costly Enrollment Mistakes
When you sign up for each part of Medicare matters. This enrollment checklist flags important info you need to know.
By David Jaeger, CFP®
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How to Master Index Investing
Index investing allows market participants the ability to build their ideal portfolios using baskets of stocks and bonds. Here's how it works.
By Nellie S. Huang
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Quiz: Do You Know How to Avoid the "Medigap Trap?"
Quiz Test your basic knowledge of the "Medigap Trap" in our quick quiz.
By Donna LeValley
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5 Top Tax-Efficient Mutual Funds for Smarter Investing
Mutual funds are many things, but "tax-friendly" usually isn't one of them. These are the exceptions.
By Kyle Woodley
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Why Invest In Mutual Funds When ETFs Exist?
Exchange-traded funds are cheaper, more tax-efficient and more flexible. But don't put mutual funds out to pasture quite yet.
By Kyle Woodley
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My wife wants to use our $6.1 million for charity — I want a lake house.
We are 62 and finally retired after decades of hard work. I see the lakehouse as an investment in our happiness.
By Maurie Backman
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Why Basing Social Security Claims on Break-Even Math Is Risky
Your Social Security break-even age tells you how long you'd need to live for delaying to pay off, but shouldn't be the sole basis for deciding when to claim.
By Kyle Hammerschmidt, Investment Adviser
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How to Use Qualified Opportunity Funds for Tax-Free Savings
Investors who combine Roth IRAs, the gold standard of tax-free savings, with qualified opportunity funds could enjoy decades of tax-free growth.
By Michael Kelley
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Why a Midcareer Pivot Can Be a Wealth-Building Power Move
If it feels like you can't sustain what you're doing for the next 20 years, it's time for an honest look at what's draining you and what energizes you.
By Tracy Byrnes, CDFA®
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9 Tips to Declutter Your Home Before Your Retirement Move
Planning to declutter your home — whether you're moving or downsizing — can be overwhelming. Here's how to do it.
By Dawn Wotapka
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10 Things You Need to Know About Health Savings Accounts
insurance If you don’t have many medical expenses now, in the long term you’ll be able to benefit even more from the tax advantages of an HSA.
By Kimberly Lankford
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Flying After 65? These Are the 11 Best Travel Hacks for Active Retirees
More retirees are hitting the road for their dream trips, and with some creative travel hacks, you can travel the world without breaking the bank.
By Kathryn Pomroy
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What are Annuities? The Different Types and How They Work
Annuities are becoming more popular among savers who want peace of mind and a regular stream of income in retirement.
By Jacob Wolinsky
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The Average 401(k) Balance by Age and Generation
How did your 401(k) balance rank vs savers your age in the third quarter? Learn the keys to building a retirement balance that will last a lifetime.
By Adam Shell
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If You'd Put $1,000 Into Disney Stock 20 Years Ago, Here's What You'd Have Today
Disney Long-time market laggard Disney stock has been a buy-and-hold bust.
By Dan Burrows
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Kiplinger 25 Model Portfolios
The Kiplinger 25 Reach your investment goals with these three model portfolio plans using the Kiplinger 25, our favorite no-load mutual funds.
By Nellie S. Huang
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The Best Options Trading Platforms
Among a sea of possibilities, here are five of the best options trading platforms for investors.
By Jared Hoffmann
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8 Ways Mahjong Can Teach Us How to Manage Our Money
This increasingly popular Chinese game can teach us not only how to help manage our money but also how important it is to connect with other people.
By Mary Ware, CFP®, CIMA®, CDFA®
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A Financial Book That Won't Put Your Young Adult to Sleep
"Wealth Your Way" by Cosmo DeStefano offers a highly accessible guide for young adults and their parents on building wealth through simple, consistent habits.
By H. Dennis Beaver, Esq.
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How Advisers Can Help Clients Deal With Global Uncertainty
How can advisers reassure clients nervous about their plans in an increasingly complex and rapidly changing world? This conversational framework provides the key.
By Ben Sullivan, CFA®, CFP®
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Who Said That? Match the US President to the Quotation
Who better to give advice on aging, retirement and finances than a U.S. president? Take our short quiz to test your presidential prowess.
By Ellen B. Kennedy
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5 Ronald Reagan Quotes Retirees Should Live By
The Nation's 40th President's wit and wisdom can help retirees navigate their financial and personal journey with confidence.
By Donna Fuscaldo
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How to Use 1031 Exchanges to Build Your Real Estate Empire
Small rental properties can be excellent investments, but you can use 1031 exchanges to transition to commercial real estate for bigger wealth-building.
By Daniel Goodwin
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Where's the Best Place to Save for a House Down Payment?
Learn how timing matters when it comes to choosing the right account.
By Sean Jackson
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We want our RMDs to fund a vacation with our kids and grandkids.
An extended family vacation can be a fun and bonding experience if planned well. Here are tips from travel experts.
By Maurie Backman
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Retirement Planning: The 8 Steps That Lead to Fulfillment
Retirement planning is less about hitting a "magic number" and more about an intentional journey — from understanding your relationship with money to preparing for your final legacy.
By Jamie P. Hopkins, Esq., LLM, CFP®
