Financial Planning

New Year's Resolutions to Set Retirees Up for a Successful 2022
happy retirement

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
Financial Planning

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
Financial Planning

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
Financial Planning

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
Kip 25

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
Becoming an Investor

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?
Financial Planning

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
Financial Planning

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?
Starting a Family

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
Financial Planning

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
Financial Planning

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
Making Your Money Last

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
Financial Planning

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
Financial Planning

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
Financial Planning

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
Financial Planning

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
Making Your Money Last

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
Financial Planning

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
Medicare

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
Financial Planning

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
Financial Planning

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
Financial Planning

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
Financial Planning

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
Financial Planning

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
Financial Planning

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
Foreign Stocks & Emerging Markets

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