Features
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Kiplinger Trade Outlook: Trade Deficit WidensForecasts Kiplinger's latest forecast on trade: U.S. exports, imports and our net trade deficit.
By Rodrigo Sermeño
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Is Your Financial Adviser's 1% Fee Worth It?The 1% adviser fee has always bought more than investment management. As we head into 2027 and AI reshapes the industry, here is what you should be paying for.
By Jacob Schroeder
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Social Security Strategies for Retirees With KidsThe Social Security decision shifts if you're married and have children under 18, as simply aiming to maximize your check can overlook benefits they'll need.
By Ray R. Harris, MBA, RSSA®
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How to Invest in Real Estate Before Housing RecoversThe housing market has been slow, which may also mean there are attractive opportunities in the stock market for investors.
By James K. Glassman
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Why This Family's $4 Million Estate Plan May UnravelThis week's Wealth Wise experts break down whether aggressive Roth conversions and split IRA distributions actually protect the next two generations.
By Maurie Backman
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Are We in an AI Earnings Bubble? 3 Warning Signs to WatchShould we look more deeply into company earnings driven by unsustainable cash flow, allegations of aggressive accounting and circular financing?
By Kevin Webb, CFP®
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4 Questions to Capture Your Family's True LegacyLeaving a true family legacy is all about taking the time to share your personal stories, values and memories with the people you love.
By Alex Kirby
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How to Outsmart Rising Costs and Protect Your Nest EggNo single asset class is a perfect defense against inflation and a long retirement. Protect your portfolio with a mix of tools to maintain your purchasing power.
By Bradley Thompson, CFA®
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A Grandparent's Guide to Building Wealth for a NewbornHere's how to balance tax perks and financial aid impacts across 529s, UTMAs and trusts for your grandchild.
By Maurie Backman
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Why the Best Estate Plans Aren't Based on Worst-Case ScenariosFear is usually the driving force behind an estate plan, but that approach can be costly. For a better outcome, start from a place of clarity and control.
By Lisa G. McCurdy, Esq.
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Lower Your Retirement Taxes: Seven Common RMD Mistakes to AvoidRetirement RMD mistakes can lead to IRS tax penalties and in some cases, more taxable income than necessary.
By Kelley R. Taylor
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How to Build a Tax-Efficient Retirement Withdrawal PlanAccumulating retirement wealth is only half the job. How you withdraw it can have a significant impact on taxes, Medicare and what you ultimately get to spend.
By Rick Barnett
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Auto-Renewing During Open Enrollment Could Cost YouYour financial situation may look very different now than it did a year ago. You may have opportunities to save on your family's coverage, co-pays and benefits.
By Seth Miller, CFP®, CEPA
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10 US Christmas Markets: Cheapest to Most Taxed WineThe Holidays From authentic German Christkindlmarkts to twinkling holiday villages, here's how state wine taxes shape your festival costs in 2026.
By Kate Schubel
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My First $1 Million: Retiree, 62, Jefferson City, Missouri"You don't have to make big bucks to be a millionaire. Invest regularly in tax-sheltered accounts, and you'll be amazed at how it grows!"
By Joyce Lamb
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The Ultimate NYC Holiday Trip to Take With Your GrandkidsSkip the crowds. Keep the magic. Plan an elevated, luxury NYC holiday trip designed for you and your grandchildren.
By Donna LeValley
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RMD Paradox: A Healthy Nest Egg Can Hatch a Nasty Tax BillSaving too well can create a big tax problem once required minimum distributions kick in, making proactive income management and strategic withdrawals essential.
By Donald Albach
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5 Key Decisions to Make in Your First Year of RetirementThe first year of retirement is when you finally get to replace the assumptions in your financial plan with real numbers that inform key decisions.
By Michael Pappis, CFP®
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How to Stop a 401(k) From Becoming a Tax Burden in RetirementSaving for retirement in a 401(k) is a smart move, but can also lead to a troublesome tax bill years later. The solution? Diversifying while there's still time.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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The 6 Best Cruise Lines for RetireesRetirement is the perfect time to set sail! Discover these six standout cruise lines known for ultimate comfort, effortless luxury and unforgettable adventures.
By Kathryn Pomroy
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How This 529 'Superfund' Strategy Can Transform Your Estate PlanThis 529 strategy — superfunding a 529 — can help you maximize savings for a child or grandchild's education expenses.
By Erin Bendig
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7 Tips to Score Black Friday DiscountsUse these tips to save money and find the best deals this Black Friday.
By Bob Niedt
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5 Black Friday Myths That Could Cost You MoneyThink every Black Friday deal is a bargain? From early sales to price matching, these common misconceptions could leave you spending more than necessary.
By Cameron Huddleston
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When Is Black Friday?With holiday budgets under pressure, knowing when and where to shop could help you make the most of Black Friday savings.
By Martin Shore
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4 Reasons to Shop Before Black Friday in 2026Waiting until Black Friday to shop? Learn four reasons buying holiday gifts early could save you money, help you avoid sellouts and reduce stress.
By Donna LeValley
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Kiplinger Housing Outlook: May Sees Multifamily Building SpikeEconomic Outlooks Persistent affordability constraints and elevated prices continue to weigh on housing demand and builder sentiment.
By Rodrigo Sermeño
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When Is Cyber Monday?When is Cyber Monday? And for that matter, what is it? Our guide to the online shopping event.
By Martin Shore
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Florida Tax GuideState Taxes Explore Florida's state tax rates for income, sales, property, retirement, and more. Learn how Florida compares nationwide.
By Katelyn Washington
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States That Don't Tax Pension IncomeRetirement Taxes More than a dozen states don't tax pension income regardless of your age or how much money you have.
By Gabriella Cruz-MartÃnez
