Financial Planning
New Year's Resolutions to Set Retirees Up for a Successful 2022

New Year's Resolutions to Set Retirees Up for a Successful 2022
Here are five goals that will help you strengthen your finances and save more money.
December 27, 2021
Find the Right Robo Adviser for You

Find the Right Robo Adviser for You
Investors can choose from an array of price points and investment offerings, and most services even offer a human touch.
December 24, 2021
2021 Is Almost Over – But There’s Still Time for 5 Last-Minute Financial Moves

2021 Is Almost Over – But There’s Still Time for 5 Last-Minute Financial Moves
With the hustle and bustle of the holidays, it’s easy for any working professional to set aside their personal financial plans. But taking a few minut…
December 23, 2021
Alternative Investments for the Rest of Us

Alternative Investments for the Rest of Us
These portfolio diversifiers aren't just for the wealthy.
December 22, 2021
New Leadership at One of Our Funds

New Leadership at One of Our Funds
Vanguard recently announced that longtime manager Michael Reckmeyer will retire in June.
December 22, 2021
Goldman Sachs’ GTEK: Cutting-Edge Tech

Goldman Sachs’ GTEK: Cutting-Edge Tech
Goldman Sachs Future Tech Leaders Equity ETF amassed $260 million in its first three months.
December 22, 2021
What’s Your Retirement Number?

What’s Your Retirement Number?
To cross the finish line when you want, find the right target for your retirement savings and follow our training regimen.
December 22, 2021
Meet the Architect of the 401(k) Plan

Meet the Architect of the 401(k) Plan
Ted Benna tells Kiplinger how savers can make the most of their 401(k) plans - and how these plans could be better.
December 22, 2021
How Does Marriage Affect Your Credit Score?

How Does Marriage Affect Your Credit Score?
While credit reports aren’t merged for married couples, individual records can affect joint loans. Learn the rules to ensure good credit goes along wi…
December 21, 2021
How Retirement Savers Are Doing

How Retirement Savers Are Doing
In year two of the pandemic, we’re working hard to get back on track, according to this new poll.
December 21, 2021
Take This Job, I'm Retiring

Take This Job, I'm Retiring
The pandemic and bull market have led to an increase in the number of workers who are retiring. You might call it the Gray Resignation.
December 21, 2021
How to Nix Checking Fees

How to Nix Checking Fees
Strictly free accounts aren’t the only way to bank - almost all banks and credit unions offer ways around paying fees.
December 20, 2021
Stick With Your Plan

Stick With Your Plan
Timing the market is nearly impossible. The worst thing you can do is sell stocks when prices are tumbling.
December 17, 2021
It Still Pays to Wait to Claim Social Security

It Still Pays to Wait to Claim Social Security
Despite dire headlines about the Social Security trust fund, you will be better off waiting to collect benefits.
November 23, 2021
Roth IRA Basics: 11 Things You Must Know 

Roth IRA Basics: 11 Things You Must Know
A Roth IRA can be a great way to save for retirement since the accounts have no required minimum distributions and you withdraw the money tax-free.
November 23, 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…
November 22, 2021
Where to Find Emergency Cash

Where to Find Emergency Cash
Even if you're debt-averse, having a credit card to pay for emergencies could be an important lifeline.
November 22, 2021
Donate Crypto for a Tax Break

Donate Crypto for a Tax Break
If you're wondering how to avoid taxes from selling crypto that's appreciated significantly, one answer might be in a donor-advised fund.
November 22, 2021
11 Costly Medicare Mistakes You Should Avoid Making

11 Costly Medicare Mistakes You Should Avoid Making
If you don't make the right choices, you could end up with high Medicare premiums and big out-of-pocket costs.
November 16, 2021
Smart Money Moves to Make Before Year End

Smart Money Moves to Make Before Year End
You can take action now to lower your taxes, save money and enhance your finances for 2022.
November 15, 2021
Brandon Copeland on Reaching Financial Freedom

Brandon Copeland on Reaching Financial Freedom
This NFL player’s path to a future of financial independence after his pro career is over can help the rest of us plan.
November 2, 2021
Boost Your Retirement Savings for 2021, 2022

Boost Your Retirement Savings for 2021, 2022
The time is now to maximize contributions. Also, if you’ve got required minimum or charitable distributions to make, that deadline is coming up.
October 29, 2021
Minimizing Taxes When You Inherit Money

Minimizing Taxes When You Inherit Money
Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.
October 29, 2021
What to Do When You’re the Executor

What to Do When You’re the Executor
You’ll likely need professional help, including an attorney with estate-planning experience, a tax pro and a financial adviser.
October 29, 2021
Make the Most of Your Charitable Donations

Make the Most of Your Charitable Donations
Take a closer look at whether you’re getting the most bang for your donated bucks.
October 28, 2021
Don't Give Up on Investing in China

Don't Give Up on Investing in China
Turmoil in China has been all over the financial news, but the volatile market is too big to ignore.
October 28, 2021