Latest
-
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.
-
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.
-
Quiz: Test Your Knowledge of Retirement Accounts, Charitable Giving and Taxes
Quiz The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the five phases of retirement planning, the OBBB's potential impact on charitable giving and why you should stop doing your own taxes.
Quiz -
Rich' Tricks to Volunteer and Donate in Retirement
There may be some tax benefits to giving back in retirement.
-
One Big Beautiful Bill, One Big Question: Will We Keep Giving?
The rules on charitable giving are changing. For some, tax deductions for donations are now an option. For others, that option may have been curtailed.
-
I'm a Financial Planner: Here Are Three High-Impact Ways to Make a Difference With Your Dollars
The world often feels out of control, but here are three ways to use your money — through investments, charitable giving and political donations — to help create a more just and sustainable future.
-
How StoryCorps Works and How You Can Tell Your Story
StoryCorps has recorded conversations between thousands of people, and anyone can participate. National facilitator Alan Jinich explains how to share your story.
-
Time for a Money Checkup: An Expert Guide to Realigning Your Financial GPS
Even if your financial plan is on autopilot, now is the perfect time to make sure it's still aligned with your goals, especially if retirement is on the horizon.
-
Five Ways to Adapt Your Charitable Giving Strategy in a Changing World: An Expert Guide
Economic uncertainty, global events and increasing wealth are shaping the charitable landscape this year. Here are the philanthropic trends and some tips that could help affluent donors optimize their impact.
