Financial Planning
Reading, Writing, and Personal Finance
Reading, Writing, and Personal Finance
A growing number of high schools are adding personal finance to their curriculum.
August 4, 2022
18 States With Scary Death Taxes
18 States With Scary Death Taxes
Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes t…
July 29, 2022
Make the Most of a Roth's Back Door
Make the Most of a Roth's Back Door
A workaround for the Roth IRA income restrictions enables wealthier individuals to to earn tax-free income. But how long will that back door remain op…
July 26, 2022
This Couple Tackles Love and Money as a Team
This Couple Tackles Love and Money as a Team
Fyooz Financial, the husband and wife team of Dan and Natalie Slagle, have carved out a niche advising other couples with the money questions that com…
May 24, 2022
Buying Annuities in Your 401(k)
Buying Annuities in Your 401(k)
More plans are offering annuities that could provide income in retirement. Here’s what you need to know.
May 24, 2022
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14 Reasons You Might Go Broke in Retirement
14 Reasons You Might Go Broke in Retirement
Running out of money in retirement is a legitimate fear. But there are steps you can take to avoid that fate – and it’s never too late to start.
May 9, 2022
7 Things Medicare Doesn’t Cover
7 Things Medicare Doesn’t Cover
Medicare Part A and Part B leave some pretty significant gaps in your health-care coverage. But Medicare Advantage has problems, too.
May 4, 2022
10 Things You’ll Spend More on in Retirement
10 Things You’ll Spend More on in Retirement
Travel and utilities are just two of the items that will put greater demands on your hard-earned savings once you reach your golden years.
May 4, 2022
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.
May 2, 2022
ABLE Accounts Give Disabled More Financial Freedom
ABLE Accounts Give Disabled More Financial Freedom
People with disabilities, and their families, can save for a variety of expenses in these tax-advantaged accounts.
April 27, 2022
Smart Strategies for Couples Who Run a Business Together
Smart Strategies for Couples Who Run a Business Together
Starting an enterprise with a spouse requires balancing two partnerships: the marriage and the business. And the stakes are never higher.
April 21, 2022
How to Build Wealth (or Rebuild It)
How to Build Wealth (or Rebuild It)
Use these 13 fundamentals of financial security to help unlock a rewarding future.
March 29, 2022
Double Your ESG Impact With Funds Tied to Charities
Double Your ESG Impact With Funds Tied to Charities
A growing number of funds donate directly to causes you might care about. Are they good investments?
March 17, 2022
Build an Inflation Hedge Around Retirement
Build an Inflation Hedge Around Retirement
Inflation brings two headaches for retirees: stretching a fixed income to meet rapidly rising prices and investing a retirement savings portfolio so t…
March 16, 2022
The Fallout From Ukraine
The Fallout From Ukraine
Russia and Ukraine represent only a tiny portion of U.S. trade directly, but the impact of the invasion (and sanctions) is being felt by consumers her…
March 16, 2022
Are You Paying Too Much for Financial Advice?
Are You Paying Too Much for Financial Advice?
Paying fees based on your assets under management may be costing you dearly, in more ways than one. Here’s why. Want a better deal? Consider a flat fe…
March 13, 2022
6 Reasons to Avoid a Self-Directed IRA
6 Reasons to Avoid a Self-Directed IRA
These specialized retirement accounts let investors do things they can't in an ordinary IRA, like invest directly in alternative assets. But this oppo…
February 25, 2022
How to Motivate Kids to Save
How to Motivate Kids to Save
It's not easy teaching your child to save. Here are some ways readers have incentivized their kids to keep track of their finances.
February 24, 2022
Extending Financial Planning’s Reach
Extending Financial Planning’s Reach
The challenge is to attract more women and minorities as professionals—and clients.
February 24, 2022
There’s No Escaping Your Credit Score (So Make It Count)
There’s No Escaping Your Credit Score (So Make It Count)
Kiplinger’s credit expert, Lisa Gerstner, joins us to talk credit strategy. Also, a number of new electric cars hit the market this year. Will one wor…
February 24, 2022
14 Robo Advisers: Which Is the Best for You?
14 Robo Advisers: Which Is the Best for You?
Robo advice is ready when and where you want it.
February 17, 2022
How Snowbirds Can Be Taxed as Florida Residents
How Snowbirds Can Be Taxed as Florida Residents
If you're wintering in Florida but live in a high-tax state up north during the summer months, you can save a lot of money by establishing permanent r…
February 10, 2022
National Taxpayer Advocate Erin M. Collins Wants to Help
National Taxpayer Advocate Erin M. Collins Wants to Help
Your tax dollars are at work funding a government bureau to help you deal with the IRS. Strange but true! Also, the price of Amazon is going up.
February 10, 2022
How to Prepare to Work with a Financial Planner
How to Prepare to Work with a Financial Planner
Start off on the right foot by getting your financial ducks in a row before your first meeting. Here are some handy pointers for kick-starting a produ…
February 6, 2022
How to Cut Your 2021 Tax Bill
How to Cut Your 2021 Tax Bill
Our guidance could help you claim a higher refund or reduce the amount you owe.
January 29, 2022
How to Benefit from Rising Interest Rates
How to Benefit from Rising Interest Rates
Savers will get the best rates from top-yielding savings and money market deposit accounts at online banks.
January 27, 2022