Latest
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The Average Monthly Social Security Check: August 2025
The average monthly Social Security check amount might surprise you. Here's a look at the numbers and why they matter.
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What’s the Best Medigap Plan for You?
Medicare The 10 Medigap plans offer different levels of benefits that pay for expenses, such as co-payments, not covered by original Medicare.
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How the Federal Reserve Affects Mortgage Rates — and What It Means for Homebuyers in 2025
Mortgage rates are still fluctuating in 2025 as the Fed holds steady — for now. Learn how interest rate changes affect your monthly payments and what buyers should watch for this year.
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The Average IRA Balance by Age
Knowing how the average IRA balance of peers compares to your own could be the nudge you need to save more for retirement — or pat yourself on the back.
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The Most Tax-Friendly States for Investing in 2025 (Hint: There Are Two)
State Taxes Living in one of these places could lower your 2025 investment taxes — especially if you invest in real estate.
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The Most Popular Apps for Retirement Planning in 2025
A J.D. Power survey ranks retirement planning apps based on customer service and satisfaction. Does your financial app make the cut?
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Don't Disinherit Your Grandchildren: The Hidden Risks of Retirement Account Beneficiary Forms
Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members according to your wishes. Naming a trust as the contingent beneficiary can help avoid these issues. Here's how.
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This Is How Life Insurance Can Fund Your Dreams Now
Beyond a death benefit, life insurance can provide significant financial value and flexibility through 'living benefits' while you are still alive, helping with expenses like education, business ventures or retirement.
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Want To Retire at 55? See If You Can Answer These Five Questions
Who said you can’t retire at 55? If you say yes to these questions, you may be on your way to an early retirement.
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I'm 57 with $4.1 million and looking to retire abroad in a few years. I no longer see the point in contributing to my 401(k). Am I wrong?
We ask financial experts for advice.
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Potential Trouble for Retirees: A Wealth Adviser's Guide to the OBBB's Impact on Retirement
While some provisions might help, others could push you into a higher tax bracket and raise your costs. Be strategic about Roth conversions, charitable donations, estate tax plans and health care expenditures.
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One Small Step for Your Money, One Giant Leap for Retirement
Saving enough for retirement can sound as daunting as walking on the moon. But what would your future look like if you took one small step toward it this year?
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This Is What You Really Need to Know About Medicare, From a Financial Expert
Health care costs are a significant retirement expense, and Medicare offers essential but complex coverage that requires careful planning. Here's how to navigate Medicare's various parts, enrollment periods and income-based costs.
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Standard Deduction 2025 Quiz: How Much Do You Really Know?
Quiz Test your knowledge of IRS rules that impact how much money you keep in your wallet.
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The Me-First Rule of Retirement Spending
Follow the 'Me-First" rule and you won't have to worry about running out of money when the stock market goes south.
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How to Plan Your First International Trip After Retirement
Retirement paves the way for a world of exciting (and intimidating) experiences. An overseas journey can be an ideal way to embrace this new phase of life.
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My First $1 Million: Retired Magazine Editor, 70, Boise, Idaho
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.
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I'm a Financial Planner: Could Partial Retirement Be the Right Move for You?
Many Americans close to retirement are questioning whether they should take the full leap into retirement or continue to work part-time.
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From Mortgages to Taxes to Estates: How to Prepare for Falling Interest Rates
As speculation grows that the Federal Reserve will soon start lowering interest rates, now is a good time to review your financial plans for housing, estate, taxes, investing and retirement to make the most of potential changes.
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This Is How Lottery Winners Build Lasting Legacies, From a Financial Professional
Winning a massive lottery jackpot, like the recent $1.4 billion Powerball, requires seeking immediate legal and financial counsel, protecting your identity and winnings and planning your legacy.
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How This 529 'Superfund' Strategy Can Transform Your Estate Plan
This 529 strategy — superfunding a 529 — can help you maximize savings for a child or grandchild's education expenses.
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How to Calculate RMDs (Required Minimum Distributions) for IRAs
required minimum distributions (RMDs) Understand when and how to calculate RMDs and avoid stiff penalties from your tax-deferred IRA.
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Quiz: How Well Do You Know the Fed?
Quiz Test your basic knowledge of the Federal Reserve and how its actions impact your money in our quick quiz.
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Can Stocks Picked by Artificial Intelligence Beat the Market? Three Stocks to Watch
stocks An AI stock-picking platform identifying high-potential equities has been sharp in the past. Here are three of its top stocks to watch in the next few months.
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How Charitable Donations Can Reduce Your Taxes
Tax Breaks Is claiming a charitable donation tax deduction the right choice for you this tax season?
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Montana State Tax Guide 2025
State Tax Explore Montana's 2025 state tax rates for income, sales, property, retirement and more. Learn how Montana compares nationwide.
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Ask the Editor: Questions on 529 Plan Rollovers to a Roth IRA
Ask the Editor In this week's Ask the Editor Q&A, we answer four questions from readers on transferring 529 plan money to a Roth IRA.
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Kiplinger News Quiz, Sept 12 — What is the Taylor Swift Tax?
Quiz A multi-million-dollar Google lawsuit and "Taylor Swift tax" made Kiplinger headlines this week — but why? Test your knowledge of this week's financial news.
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Back to Golf School — for Adults and Retirees
Elevate your game at these golf schools around the country. You'll learn from pros on top golf courses and with the latest technology. You might even make a new friend.
