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The Basics of Estate Planning
If you have a will or trust, congratulations. But you’re not done with estate planning.
By Sandra Block Last updated
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Best No-Penalty CD Rates
A no-penalty CD is a type of certificate of deposit that allows individuals to withdraw funds early without a fee. Right now, some of the best ones are offering rates of over 4%.
By Erin Bendig Last updated
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Best 3-Year CDs
Here are the best 3-year CDs — with some accounts paying up to 5.00%
By Erin Bendig Last updated
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The New 60/30/10 Budgeting Method Could Replace the Traditional 50/30/20 Rule
In today’s inflated economy, the 60/30/10 budgeting method could be a better option for your financial situation.
By Erin Bendig Published
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A Bunch of IRS Tax Deductions and Credits You Need to Know
Tax Breaks Lowering your taxable income is the key to paying less to the IRS. Several federal tax credits and deductions can help.
By Kelley R. Taylor Last updated
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How Lower Interest Rates Could Affect Older Adults
When the Fed starts cutting interest rates, retirees could see lower yields on fixed-income assets. Social Security’s finances could be impacted, too.
By Patrick M. Simasko, J.D. Published
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How to Spot a Social Security Scam (and What to Do About It)
Here are a scam's red flags and how to report it if someone tries to scam you. The first things to do if a scammer contacts you: Remain calm and ignore them.
By H. Dennis Beaver, Esq. Published
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Resist the Taboo: Talk to Your Kids About Family Wealth
Family discussions about money are important in educating children about financial concepts and the family’s legacy.
By Charline E. Burgess, M.Ed. Published
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How to Pay the IRS if You Owe Taxes
Tax Payments There are several ways to pay the IRS if you owe taxes, but just because you can pay taxes over time doesn’t always mean you should.
By Katelyn Washington Last updated
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21 Kirkland Products Retirees Should Buy at Costco
Making Your Money Last Stretch your budget in retirement by shopping wisely for Costco's affordable Kirkland Signature store-branded products.
By Bob Niedt Last updated
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When is the Next CPI Report?
CPI Reports When does the next CPI report land and what inflation rate is expected?
By Dan Burrows Last updated
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CD vs. High-Yield Savings Account: Which is better?
Which should you choose, a CD or a high-yield savings account?
By Erin Bendig Last updated
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When Are Estimated Tax Payments Due in 2024?
Tax Deadlines You make estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
By Kelley R. Taylor Last updated
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Nine Tax Deadlines for April 15
Tax Deadlines Do you know about all the various tax deadlines that fall on Tax Day?
By Katelyn Washington Last updated
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Eight Steps to Take When Settling an Estate as the Executor
Being the executor of an estate can be overwhelming, but breaking the process down into individual steps can help make it much less daunting.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) Published
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How to Decide How Much Money You Can Afford to Gift in Your Lifetime
Deciding how much of your wealth to give to charity or your kids depends on your life stage. Here are key considerations based on age.
By Leslie Gillin Bohner Published
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How To Invest Your Tax Return
When thinking about how to invest your tax return, prioritize your financial health over aggressive – and risky – ideas like bitcoin.
By Jeff Reeves Published
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$1.32B Powerball Jackpot Winner Will Get a Hefty Tax Bill
Lottery Taxes Whenever someone wins Powerball, the federal government gets a chunk of the prize from taxes.
By Kelley R. Taylor Last updated
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Five Mistakes High-Net-Worth Individuals Make in Retirement
Just because wealthier people have a lot of money doesn’t mean they don’t make mistakes. Here are five common ones that this financial adviser sees.
By Lane Marmon, JD, MBA Published
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Five Tips for Nabbing Your Dream Home in a Tough Market
Low inventory doesn’t mean you’re out of luck on finding a home to buy that’s right for you. These tips from a real estate insider could help.
By Dave Liniger Published
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Three Ways to Delay Claiming Social Security Benefits
With Americans living longer these days, maximizing your Social Security is more important than ever. Here are some ways to make the most of your benefits.
By Patrick M. Simasko, J.D. Published
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How to Retire Early in Six Steps
Here is the secret sauce for how to retire early. Just be sure it's what you really want.
By Jacob Schroeder Published
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Kiplinger Housing Outlook: Home Prices Continue to Rise
Economic Forecasts Tight inventories mean it’s still a seller’s housing market.
By Rodrigo Sermeño Last updated
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How To Avoid Capital Gains Taxes
A few small changes in your investing strategy can result in big tax advantages.
By Jeff Reeves Last updated
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15 States That Don't Tax Pension Income
Retirement Taxes There are some states that don't tax pension income regardless of your age or how much money you have.
By Katelyn Washington Last updated
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JetBlue Credit Card Intro Offer Worth $780
This JetBlue credit card comes with 60,000 intro bonus points and loads of travel perks.
By Ellen Kennedy Last updated
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Pros and Cons of Filing a Tax Extension
Tax Filing It's easy to extend your tax return deadline to October by requesting a tax extension…but should you?
By Rocky Mengle Last updated
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Tax Day: When is the Last Day to File Your Taxes?
Tax Day Tax Day for most people was April 15. This is when federal income tax returns are due. But some people have some extra time to file. Are you one of them?
By Rocky Mengle Last updated
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Is There a Best Day of the Year to Retire?
Taking into consideration the time of the month and the time of the year can make a difference in your retirement income.
By Evan T. Beach, CFP®, AWMA® Published