How to

inheritance If you want to ensure your kids will get the inheritance you had in mind for them — and you want to be able to spend the rest of your money on yourselves in retirement without worry — here’s one way to do that.

By Michael Aloi, CFP®

personal finance Your divorce isn’t as high-profile (or high-income) as that of Bill and Melinda Gates or Gwyneth Paltrow and Chris Martin, but you could learn a lot from how they and other big names handled their breakups.

By Holly R. Davis

personal finance The long-term physical effects of COVID-19 are still being discovered. If you’re thinking of applying for Social Security disability benefits, here are some things to know about the process and how COVID has made it more challenging in some ways.

By Steven Perrigo, J.D.

retirement planning To limit your taxes, which accounts should you draw down sooner rather than later in retirement? The withdrawal strategy you decide to use could make a big difference, for you and for your heirs.

By Martin Schamis, CFP®

Tax Breaks Child tax credit payments are generally based on information from 2020 or 2019 returns, but non-filers can still get payments. The easiest way is to use the IRS's newest online tool.

By Joy Taylor

Divorce To preserve your wealth, you need to accept that changes are coming. You very likely won’t be able to maintain the same lifestyle separately that you did when you were together.

By Lisa Brown, CFP®, CIMA®

Scams Scams target people of all ages, but the most vulnerable tend to be older adults — and the money they lose can have a big impact on their retirement. According to the National Council on Aging, seniors lose an estimated $3 billion each year to financial scams!

By Tony Drake, CFP®, Investment Advisor Representative

real estate investing If you’re thinking of getting into the rental property business, do it the right way, or be prepared for the consequences. A longtime landlord lists five things no reputable landlord should ever do.

By H. Dennis Beaver, Esq.

personal finance It’s easy to get caught up in the day-to-day challenges of a burgeoning career, friends and family life, but your 30s are the perfect time to get your finances running smoothly.

By Andrew Rosen, CFP®, CEP

Markets Most space-themed investments are moonshots. Use our stock and fund picks to bet on space exploration.

By Nellie S. Huang

Tax Breaks Not everyone is required to file a tax return. But don't let that stop you from getting monthly child credit payments of up to $300 per child.

By Rocky Mengle

annuities When one spouse dies, the other may see a big chunk of their Social Security income disappear. Joint annuities could help fill that gap.

By Ken Nuss

happy retirement Gardening can be harder on your body as you get older, but there are simple changes you can make so you don't have to give up this hobby.

By Alina Tugend

Coronavirus and Your Money Before you apply for a mortgage or car loan, check your credit files for errors that could derail your plans.

By Rivan V. Stinson

careers Employers can’t afford to do these seven things. And if you are a worker wondering if you have grounds for an age discrimination lawsuit, start taking notes!

By H. Dennis Beaver, Esq.

investing Not even half of U.S. states offer financial literacy classes in high schools, so parents have to pick up the slack. Here are 7 tips to teach investing for kids. 

By Coryanne Hicks

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By Staff

personal finance Anyone who receives stock options, restricted stock units or other forms of equity compensation needs to understand how they work and how they are taxed. Otherwise, you could miss out on a great opportunity, or get hit with a surprise bill.

By Paul V. Sydlansky, CFP

retirement planning When the financial environment is challenging (like now), it’s important to plan ahead and avoid some all-too-common retirement mistakes.

By Rick Barnett, CEPP, CFCA, MEP

Paying for College Meet Nate. He took out $130,000 in Parent PLUS loans for his kids. The standard repayment plan will cost him over $170,000. But some smart strategizing could get his bill down to $33,000 instead. Here’s how.

By Saki Kurose, CSLP®, IAR

retirement planning Ever hear of the pension income ratio? This mathematical formula can help you decide whether it makes more sense to take a lump sum or a series of pension payments.

By Michael Aloi, CFP®

retirement planning Three of the most common personal finance questions financial advisers get all the time are not the right ones to ask. Here’s how to take those questions and reframe them to get the answers you need to build your wealth.

By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser

Financial Planning Use these 13 fundamentals of financial security to help unlock a rewarding future.

By the editors of Kiplinger's Personal Finance

Coronavirus and Your Money Unemployment insurance is a joint state and federal program that provides those out of work with temporary yet steady income to help them financially. In a big shift, the self-employed now qualify for benefits.

By Marc A. Wojno

Divorce When one of your workers goes through a divorce, like it or not, your company can get pulled into the fray. It’s in your best interest (as well as theirs) to help streamline the process.

By Holly R. Davis

dividend stocks To grow your retirement wealth, for starters, don’t chase high dividend yields. That’s not the way to go. Instead, be selective and look for companies that dominate their fields in industries that are necessary for everyday life.

By Steve Jurich, Accredited Investment Fiduciary® (AIF)

Scams Yes, online security can be a drag, but if you’re tempted to click on that fun Facebook quiz or skip your phone update just this one time, here’s what could happen.

By H. Dennis Beaver, Esq.