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A Financial Checklist for Your College-Bound Kids
Is your child heading off to college this fall? If so, make sure they're prepared and protected in these four key areas.
By Ella Vincent Published
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529 to Roth IRA: Should You Rollover Unused 529 Funds?
Thanks to the SECURE 2.0 Act, you can roll over funds from your 529 into a Roth IRA, as long as certain conditions are met.
By Erin Bendig Last updated
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Savvy Marketing Tips for Financial Pros From a Financial Pro
These strategies for marketing, client acquisition and retention can help financial professionals elevate their business and production.
By Matt Neuman Published
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Could Trump Accounts be the Best College Savings Option?
We compare Trump Accounts to other college savings options.
By Sean Jackson Published
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Blue Collar Workers Add AI to Their Toolboxes
The Kiplinger Letter AI can’t fix a leak or install lighting, but more and more tradespeople are adopting artificial intelligence for back-office work and other tasks.
By John Miley Published
The Kiplinger Letter -
Free (or Cheap) College for Seniors and Retirees in All 50 States
retirement Whether it's to complete a degree, gain new knowledge or just for fun, seniors and retirees can go or get back to school "on the cheap."
By Bob Niedt Last updated
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529 Plans: Everything You Need to Know About Saving for College
529 Plans 529 plans offer convenience and potential tax benefits when saving for education. That said, there are still a range of rules you’ll need to know (and follow).
By Elaine Silvestrini Last updated
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AI Goes To School
The Kiplinger Letter Artificial intelligence is rapidly heading to K-12 classrooms nationwide. Expect tech companies to cash in on the fast-emerging trend.
By John Miley Published
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How to Budget for College Expenses Beyond Tuition
Some universities waive tuition for families with incomes below a certain threshold. But you'll still need a plan to cover other costs.
By Deborah Kearns Published