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Financial Planning

The Lowdown on Capital Gains Tax Rates for 2020 and Beyond
Financial Planning

The Lowdown on Capital Gains Tax Rates for 2020 and Beyond

Rates for long-term capital gains are based on set income thresholds that are adjusted annually for inflation.
August 11, 2020
Drawing Down Retirement Savings in a Pandemic
Coronavirus and Your Money

Drawing Down Retirement Savings in a Pandemic

Tapping the right accounts at the right time matters. Knowing how much a retiree can spend each year without running out of savings in old age is even…
August 7, 2020
Turning 60 in 2020? Expect Lower Social Security Benefits
Coronavirus and Your Money

Turning 60 in 2020? Expect Lower Social Security Benefits

When you file for Social Security, the amount you receive may be lower.
July 30, 2020
Doug Glanville Offers Insight on Racial Divisions
Financial Planning

Doug Glanville Offers Insight on Racial Divisions

Doug Glanville says baseball can provide a great example of teamwork, fairness and communication for the U.S.
July 30, 2020
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Emergency Funds: How to Get Started
Making Your Money Last

Emergency Funds: How to Get Started

There’s no one-size-fits-all formula for how much you’ll need.
July 30, 2020

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Protect Your Portfolio From Inflation
Financial Planning

Protect Your Portfolio From Inflation

It’s not an immediate threat, but some warning signs say to set up some defenses now.
July 23, 2020
This Olympian Has a New Goal: Closing the Wealth Gap
Financial Planning

This Olympian Has a New Goal: Closing the Wealth Gap

She encourages advisers to introduce students to financial planning.
July 21, 2020
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Annuities: 10 Things You Must Know
Financial Planning

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?
July 17, 2020
HSAs Get Even Better
Financial Planning

HSAs Get Even Better

A health savings account is a powerful, tax-advantaged tool to cover out-of-pocket medical expenses and a smart way to save for medical expenses in re…
July 3, 2020
Nursing in the Time of COVID-19
Financial Planning

Nursing in the Time of COVID-19

This health care professional warns that the pandemic will worsen the nursing shortage.
July 2, 2020
14 Social Security Tasks You Can Do Online
retirement

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.
June 26, 2020
Buy Utilities for Defense and Income
Investing for Income

Buy Utilities for Defense and Income

This fund bets big on utilities with good growth prospects.
June 24, 2020
Why 2020 Is an 'Unprecedented Opportunity' for a Roth IRA Conversion
retirement

Why 2020 Is an 'Unprecedented Opportunity' for a Roth IRA Conversion

Tax advisors say you can reduce your tax bill by 30% to 40% in this unprecedented time.
June 17, 2020
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How to Find a Financial Planner You Trust
investing

How to Find a Financial Planner You Trust

Use our road map to find an adviser who will truly look out for your best interests.
June 5, 2020
Don't Go it Alone: 4 Benefits of Having a Financial Adviser
retirement

Don't Go it Alone: 4 Benefits of Having a Financial Adviser

With financial pressures mounting during the coronavirus pandemic, everyone could use a little help to stay on course with their retirement plans. Her…
June 4, 2020
Successful Retirement Plans Are Built on These 5 Pillars
retirement

Successful Retirement Plans Are Built on These 5 Pillars

Is your retirement plan solid? Check to see if you have all your bases covered, or whether your retirement "structure" is missing a key component.
May 29, 2020
Gifts for Grads to Build Good Money Habits
college

Gifts for Grads to Build Good Money Habits

Today’s graduates aren’t destined to share the same fate as past generations, so it’s important for them to ramp up their money skills.
May 13, 2020
Does Your Financial Plan Fit on 1 Page? It Should. Here's How.
retirement

Does Your Financial Plan Fit on 1 Page? It Should. Here's How.

Software planning tools can be handy, but they can also be complex and end up steering you in the wrong direction. What may work better? A little face…
May 11, 2020
Animal Crossing: 9 Personal-Finance Lessons From Nintendo's Hit Game
spending

Animal Crossing: 9 Personal-Finance Lessons From Nintendo's Hit Game

The video game Animal Crossing: New Horizons has become a sensation in short order.
May 8, 2020
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To Succeed, Small-Business Owners Need to Put Their Own Finances First
business

To Succeed, Small-Business Owners Need to Put Their Own Finances First

Many business owners put everything they have into their businesses, and in doing so forget to make a plan for their own personal finances. That's a b…
May 8, 2020
How Retirees Can Protect their Portfolios
investing

How Retirees Can Protect their Portfolios

Take these steps to help your retirement savings withstand the bear.
May 7, 2020
Too Many Financial Advisers 'Die with Their Boots On'
retirement

Too Many Financial Advisers 'Die with Their Boots On'

Does your financial adviser have a succession plan in place? Many don't, and that’s bad news for their clients. Here's what investors should do to pro…
April 29, 2020
Extra Time on Your Hands? Use it Wisely to Tackle Your Financial To-Do List
retirement

Extra Time on Your Hands? Use it Wisely to Tackle Your Financial To-Do List

If you're worried about losing your job or seeing your income fall (or if you're just bored!), there's no better time than now to do all you can to so…
April 16, 2020
Is Your Adviser Using Fintech To Better Serve You, or a Larger Roster of Clients?
retirement

Is Your Adviser Using Fintech To Better Serve You, or a Larger Roster of Clients?

Smart use of technology can free up your adviser to do more for you. From enhanced communication to personalized updates and coaching, be sure to get …
April 14, 2020
Time-Tested Tactics to Build Your Wealth
investing

Time-Tested Tactics to Build Your Wealth

We have doled out a lot of good advice over the 70 years we’ve been publishing Kiplinger's Personal Finance magazine.
April 3, 2020