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Best CD Rates — A Risk-Free Way to Save
Savings The best CD rates earn you up to 4.50%, allowing you to outpace inflation and reach your savings goal fast. See our top picks.
By Sean Jackson Last updated
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New RMD Rules: Starting Age, Penalties, Roth 401(k)s, and More
RMDs The SECURE 2.0 Act makes major changes to the required minimum distribution rules.
By Rocky Mengle Last updated
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No Social Security Tax Cuts in Trump’s 'Big Bill'? What Retirees Need to Know
Tax Policy Eliminating taxes on Social Security benefits is missing from President Trump’s proposed tax overhaul. Here’s why and what an alternative offering could mean for retirement taxes.
By Kelley R. Taylor Last updated
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South Dakota Tax Guide 2025
State Tax Explore South Dakota's 2025 state tax rates for income, sales, property, retirement, and more. Learn how South Dakota compares nationwide.
By Kelley R. Taylor Last updated
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South Carolina Tax Guide 2025
State Tax Explore South Carolina's 2025 state tax rates for income, sales, property, retirement, and more. Learn how South Carolina compares nationwide.
By Katelyn Washington Last updated
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What About Those ‘Guaranteed’ Life Insurance Ads?
Guaranteed life insurance policies can sound tempting if you've been declined for insurance elsewhere. Here are four downsides and one alternative.
By Robert H. Yunich Published
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13 Answers to Pressing Social Security Questions
From smart claiming strategies for couples to tips on maximizing your monthly check, we have advice that can help you.
By Sandra Block Published
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Keep Tax Collectors at Bay with Muni Bond Funds
Municipal bonds can be good insurance against inflation — and interest is tax-free. But as with all investments, understanding risk is key.
By John Waggoner Published
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Eight Tips From a Financial Caddie: How to Keep Your Retirement on the Fairway
Think of your financial adviser as a golf caddie — giving you the advice you need to nail the retirement course, avoiding financial bunkers and bogeys.
By Reid Abedeen Published
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Just Sold Your Business? Avoid These Five Hasty Moves
If you've exited your business, financial advice is likely to be flooding in from all quarters. But wait until the dust settles before making any big moves.
By Evan T. Beach, CFP®, AWMA® Published
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The '8-Year Rule of Social Security' — A Retirement Rule
The '8-Year Rule of Social Security' holds that it's best to be like Ike — Eisenhower, that is. The five-star General knew a thing or two about good timing.
By Jacob Schroeder Published
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Should I Buy Stocks or Should I Buy Bonds Right Now?
Generally speaking, stocks provide reasonable growth while bonds provide stable income. Each play important roles in diversified portfolios.
By Jeff Reeves Published
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Tips for Expat Retirees, From Expat Retirees
You may enjoy a lower cost of living by moving abroad, but it requires careful planning.
By Laura Petrecca Published
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You Were Planning to Retire This Year: Should You Go Ahead?
If the economic climate is making you doubt whether you should retire this year, these three questions will help you make up your mind.
By Evan T. Beach, CFP®, AWMA® Published
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Are You Owed Money Thanks to the SSFA? You Might Need to Do Something to Get It
The Social Security Fairness Act removed restrictions on benefits for people with government pensions. If you're one of them, don't leave money on the table. Here's how you can be proactive in claiming what you're due.
By Daniela Dubach Published
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From Wills to Wishes: An Expert Guide to Your Estate Planning Playbook
Consider supplementing your traditional legal documents with this essential road map to guide your loved ones through the emotional and logistical details that will follow your loss.
By Eric W. Bond Published
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Investing Abroad Could Pay Off — Here's How
Countries overseas are stimulating their economies, and their stocks are compelling bargains.
By Andrew Tanzer Published
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Will a GOP 'Big Bill' Incentive Help Donors Avoid Capital Gains Tax?
Tax Policy As U.S. Senate Republicans mark up their version of the One Big Beautiful Bill Act, one provision proposed a major tax break for private school donors.
By Gabriella Cruz-Martínez Last updated
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Retire in Belize for Stunning Natural Beauty and Culture
Belize offers miles of protected land and ocean, a rich mix of cultures and a chill lifestyle. Best yet — the income requirement is just $2K per month.
By Drew Limsky Published
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The Top Fourth of July Fireworks and Celebrations Across America
From Boston to San Diego, these iconic celebrations light up the sky — and the spirit of Independence Day.
By Brittany Leitner Published
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Are These the Next Stocks to Split?
Interactive Brokers' recently split its stock to makes its shares more accessible to investors. Could these high-priced stocks be next?
By Kyle Woodley Published
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My First $1 Million: Air Force Veteran, 68, Duluth, Ga.
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.
By Joyce Lamb Published
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My Lesson Learned: Retirees Need a Budget
A new retiree explains why retirees need a budget.
By Sandra Block Published
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Hiring A Financial Adviser: 10 Questions to Ask
When hiring a financial adviser, ask these 10 questions to weed out the duds and find the right person to manage your nest egg. After all, you're the boss.
By Simon Constable Published
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Your Home + Your IRA = Your Long-Term Care Solution
If you're worried that long-term care costs will drain your retirement savings, consider a personalized retirement plan that could solve your problem.
By Jerry Golden, Investment Adviser Representative Published
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I'm a Financial Planner: Retirees Should Never Do These Four Things in a Recession
Recessions are scary business, especially for retirees. They can scare even the most prepared folks into making bad moves — like these.
By Evan T. Beach, CFP®, AWMA® Published
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A Retirement Planner's Advice for Taking the Guesswork Out of Income Planning
Once you've saved for retirement, you'll need your nest egg to support you for as many as 30 years. For that, you need a clear income strategy, not guesswork.
By Doug Wright, CRPC® Published
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Five Ways You Can Lose Your Medicare Benefits
Your Medicare coverage can be disrupted or lost through your own actions or for reasons outside of your control. Don't let that happen to you.
By Donna LeValley Last updated
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Best No-Fee High-Yield Savings Rates
Are you looking for the best no-fee high-yield savings rates? Our top picks earn you 4.35%.
By Sean Jackson Last updated