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New Tax Law: 8 Smart Tax Strategies for Retirees
tax law The federal tax code is undergoing its first significant makeover in 30 years.
3 Upsides of Rising Interest Rates
Economic Forecasts The Federal Reserve is slowly turning the volume back up on interest rates. For some, there's a silver lining.
By Lisa Gerstner • Published
House Hunters: Learn from My Rookie Mistakes
Smart Buying When I bought my first home in my 20s, I had worked hard and saved for a down payment. But I didn't do all the homework a buyer should do. Looking back years later, here are seven financial tips for house hunters today.
By Deborah L. Meyer, CPA/PFS, CFP® • Last updated
New Rules for Reverse Mortgages
real estate The government is changing the loan's insurance costs and reducing how much applicants can borrow—and the window for borrowing under the old rules is closing fast.
By Rachel L. Sheedy • Last updated
Kids Leaving Home? How New Empty Nesters Can Save, Invest
savings Whether your kids are off to college or to kindergarten, becoming an empty nester could free up a big chunk of money for parents. It could help fund your retirement or pay off your mortgage in half the time.
By Lisa Brown, CFP®, CIMA® • Last updated
Reverse Mortgages That Work
reverse mortgages A path to provide retirees with financial flexibility and security.
By Patricia Mertz Esswein • Published
3 Better Investments Than Powerball
savings Buying Powerball and Mega Millions tickets is no substitute for sound financial planning.
By Andrea Browne Taylor • Last updated
5 Better Investments Than Powerball
savings Your odds of getting a good return on your money are much higher than winning the lottery.
By the editors of Kiplinger's Personal Finance • Published
Deducting Mortgage Interest on a Vacation Home
home You may be able to write off all mortgage interest on a second home if you’re not renting it out for extended periods.
By Kimberly Lankford • Published
Retirees, Rebalance Your Portfolio Even as This Bull Market Keeps Running
Markets If you don't rebalance, your stock allocation may grow far beyond your comfort zone, setting you up for unpleasant surprises in a market downturn.
By Eleanor Laise • Last updated