Financial Planning
2 Essential Strategies for Taking Your RMDs
2 Essential Strategies for Taking Your RMDs
Whether you need to take required minimum distributions to live or find them to be a nuisance, here are some tips to make the most of withdrawing thes…
June 10, 2021
8 Surprising Ways to Prosper From Annuities
8 Surprising Ways to Prosper From Annuities
You can use a fixed annuity to do more than just generate retirement income. These insurance contracts can also help you give to charity, leave money …
June 3, 2021
401(k)s: 10 Things You Must Know About These Retirement Savings Plans
401(k)s: 10 Things You Must Know About These Retirement Savings Plans
These accounts can be a great way to save for retirement while giving you a tax break now. But beware of the fees plan providers charge for 401(k)s.
June 1, 2021
Yes, You Can Have Too Much Cash
Yes, You Can Have Too Much Cash
A sizable hoard is comforting but could crimp long-term portfolio gains.
May 27, 2021
Retirement Planning Checklist
Retirement Planning Checklist
Whether the day you stop working is a decade away or around the corner, these to-do items will help you retire on your own terms.
May 26, 2021
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Do You Need Life Insurance When You're Young?
Do You Need Life Insurance When You're Young?
As millennials have families and take on financial obligations, we need life insurance to protect those we may leave behind.
May 24, 2021
Annuities: 10 Things You Must Know
Annuities: 10 Things You Must Know
Not all annuities are alike, and some may not be appropriate for you. How much do you know about these investment products?
May 21, 2021
5 Signs You Should Fire Your Financial Adviser
5 Signs You Should Fire Your Financial Adviser
A strong relationship with a financial adviser you trust matters more the closer you get to retirement. Here are some of the reasons it may be time fo…
May 19, 2021
Annuities: How They Could Work for You
Annuities: How They Could Work for You
No doubt, investing in annuities can be a tough call for the active investor. But there comes a time when relinquishing some control in exchange for r…
May 6, 2021
Buffered ETFs Can Limit Your Losses
Buffered ETFs Can Limit Your Losses
The catch: You'll give up some gains in return.
April 28, 2021
7 Ways to Utilize Your Life Insurance Policy’s Cash Value
7 Ways to Utilize Your Life Insurance Policy’s Cash Value
If you no longer need life insurance, don't just cancel the policy and cash out. Instead, consider one of these strategies to capitalize on its value …
April 23, 2021
The Essentials You Need for an Estate Plan
The Essentials You Need for an Estate Plan
You can reduce stress and expenses for yourself and your family if you develop an estate plan that includes these important documents.
April 21, 2021
14 Social Security Tasks You Can Do Online
14 Social Security Tasks You Can Do Online
Why visit a government office to get your Social Security business done? You can do much of that online.
April 2, 2021
Get Free Weekly Credit Reports for Another Year
Get Free Weekly Credit Reports for Another Year
Take advantage of the extension to check each report for errors or signs of fraudulent activity.
March 26, 2021
Tap Home Equity for Extra Income
Tap Home Equity for Extra Income
Home is where the heart is, but it’s also a source of regular income for many retirees.
March 25, 2021
Talking with the Taxpayer Advocate: The IRS Is Under Stress
Talking with the Taxpayer Advocate: The IRS Is Under Stress
The pandemic and new stimulus-driven responsibilities are straining IRS resources.
March 24, 2021
States Eye Higher Taxes for Top Earners
States Eye Higher Taxes for Top Earners
The tax revenue could close budget gaps, but the measures could drive away mobile workers.
March 24, 2021
How the Kiplinger 25 Fared in 2020
How the Kiplinger 25 Fared in 2020
Our flock of actively managed funds survived a wild year and as a group delivered benchmark-beating gains.
March 24, 2021
How to Build (or Rebuild) Wealth
How to Build (or Rebuild) Wealth
Our 11-part plan will help you establish a solid financial foundation or take stock of your progress.
March 22, 2021
Put an Estate Plan in Place
Put an Estate Plan in Place
Begin with the basics, starting with a will. You may even be able to use an online will-writing program.
March 19, 2021
Retirees, Your Finances Need an Annual Checkup
Retirees, Your Finances Need an Annual Checkup
An annual review should include going over your budget, taking a look at your investment portfolio and making sure you have the right beneficiaries li…
March 17, 2021
Exclusive Social Security Benefits Forecast: COLA Likely to Jump to 3% in 2022
Exclusive Social Security Benefits Forecast: COLA Likely to Jump to 3% in 2022
The cost of living adjustment would be fueled by rising gas prices and the recently passed stimulus package that could spur additional consumer spendi…
March 10, 2021
How to Keep Tabs on Your Credit Report
How to Keep Tabs on Your Credit Report
Free weekly access is ending, but several services let you view your credit files more than once a year.
March 5, 2021
The Basics of Required Minimum Distributions: 12 Things You Must Know About RMDs
The Basics of Required Minimum Distributions: 12 Things You Must Know About RMDs
Retirement savers who are 72 must start withdrawing funds from tax-advantaged retirement accounts. Here’s what you need to know about required minimum…
March 4, 2021
Why I Like Ginnie Mae Funds Now
Why I Like Ginnie Mae Funds Now
A portfolio of mortgages should retain their value better than ordinary bonds if interest rates rise.
February 28, 2021