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Investing
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Got a Cash Balance Pension? Understand Your Options
To maximize your retirement income, you need to know how your cash balance plan works, which type of payout is right for you and how it’s taxed.
By Mike Palmer, CFP Published
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Avoid Retirement Regrets: Five Facts to Learn Now, Not Later
Is your retirement planning full of holes? Unless you fully understand a few key points, you could be setting yourself up for some surprises.
By Jenna Lolly, CFP® Published
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Four Do’s and One Don’t to Help Protect Your Inheritance
If you’re lucky enough to inherit a lot of money, keeping these five things in mind, especially knowing the tax implications, could head off some regrets.
By Brian Gray Published
Personal Finance
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5 Steps to Take to Get Money Back from a Trip Gone Awry
Five steps to take if travels go awry and you need to get money back.
By Becca van Sambeck Published
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Four Considerations for Moms Leaving the Workforce
If you want to make the transition from a full-time job to being a stay-at-home mom (or dad), here are some issues to keep in mind.
By Mindy J. Oglesby, CFP®, NSSA®, IRMAACP Published
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15 Reasons You'll Regret an RV in Retirement
Making Your Money Last RV-savvy retirees talk about the downsides of spending retirement in a motorhome, travel trailer, fifth wheel or other recreational vehicle.
By Bob Niedt Last updated
Meet Kiplinger's Experts
Taxes
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Got a Cash Balance Pension? Understand Your Options
To maximize your retirement income, you need to know how your cash balance plan works, which type of payout is right for you and how it’s taxed.
By Mike Palmer, CFP Published
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File By May 17 for $1 Billion in Unclaimed IRS Tax Refunds
Tax Refunds Unclaimed tax refunds from years ago are waiting for millions who might not know it. Are you one of them?
By Kelley R. Taylor Last updated
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Avoid Retirement Regrets: Five Facts to Learn Now, Not Later
Is your retirement planning full of holes? Unless you fully understand a few key points, you could be setting yourself up for some surprises.
By Jenna Lolly, CFP® Published
Kiplinger Advisor Collective
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Why Financial Literacy Month Still Isn’t Working
Awareness has its limitations.
By Howard Dvorkin Published
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Worried About Layoffs? Six Steps to Ease Your Financial Fears
Having a plan in place can give you peace of mind during a crisis.
By Kiplinger Advisor Collective Published
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11 Tips for Talking to Your Aging Parents About Their Finances and Future Care
Such a sensitive subject requires a careful approach.
By Kiplinger Advisor Collective Published
Retirement
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Got a Cash Balance Pension? Understand Your Options
To maximize your retirement income, you need to know how your cash balance plan works, which type of payout is right for you and how it’s taxed.
By Mike Palmer, CFP Published
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Arizona Retirement: Nine Things You Must Know
retirement The Grand Canyon State offers so much more than that gorgeous hole in the ground. Check out whether you'd like to spend your golden years in this southwestern state.
By Bob Niedt Last updated
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Avoid Retirement Regrets: Five Facts to Learn Now, Not Later
Is your retirement planning full of holes? Unless you fully understand a few key points, you could be setting yourself up for some surprises.
By Jenna Lolly, CFP® Published
Economic Forecasts
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Fed Rate Cuts Still on Hold
The Kiplinger Letter With inflation stubbornly elevated, the Federal Reserve will keep interest rates high for now.
By David Payne Published
The Kiplinger Letter -
Kiplinger Jobs Outlook: Job Growth Takes a Step Back
Economic Forecasts Job gains may finally be slowing to normal, while wage growth eases below 4%.
By David Payne Last updated
Economic Forecasts -
Kiplinger Housing Outlook: Home Prices Continue to Rise
Economic Forecasts High prices and rising mortgage rates weigh on home buyers.
By Rodrigo Sermeño Last updated
Economic Forecasts