About Kiplinger

MISSION STATEMENT

Kiplinger helps readers make smart financial decisions at all stages of life. We are the pioneer of personal finance journalism and have earned our readers’ loyalty with authoritative, unbiased advice that has helped make them the most affluent audience in the category. Our readers are intelligent and action-oriented, and they tend to trust our advertisers as much as they trust our advice.

EDITORIAL STANDARDS
Since its founding in 1920, the Kiplinger organization has been committed to doing business with the highest standards of ethical professionalism.

That means dealing honestly, openly, and compassionately with all our key stakeholders — employees, subscribers, vendors, and our community. In addition to being the right way to act, this adherence to high ethical standards, we believe, has been very important to our company’s success.

Meet the team

Alexandra Svokos

Alexandra Svokos is the digital managing editor of Kiplinger. She holds an MBA from NYU Stern in finance and management and a BA in economics and creative writing from Columbia University. Alexandra has over a decade of experience in journalism and previously served as the senior editor of digital for ABC News, where she directed daily news coverage across topics through major events of the early 2020s for the network's website, including stock market trends, the remote and return-to-work revolutions, and the national economy. Before that, she pioneered politics and election coverage for Elite Daily and went on to serve as the senior news editor for that group.

Karee Venema

With over a decade of experience writing about the stock market, Karee Venema is the senior investing editor at Kiplinger.com. She joined the publication in April 2021 after 10 years of working as an investing writer and columnist at Schaeffer's Investment Research. In her previous role, Karee focused primarily on options trading, as well as technical, fundamental and sentiment analysis.

At Kiplinger, Karee oversees a wide range of investing coverage, including content focused on equities, fixed income, mutual funds, exchange-traded funds (ETFs), commodities, currencies, macroeconomics and more. She also pens the daily Closing Bell newsletter and is a frequent contributor to the A Step Ahead newsletter. Karee's work has appeared in numerous media outlets, including InvestorPlace, TheStreet.com, Investopedia and USA Today.

Kelley R. Taylor

As the senior tax editor at Kiplinger.com, Kelley R. Taylor simplifies federal and state tax information, news, and developments to help empower readers. Kelley has over two decades of experience advising on and covering education, law, finance, and tax as a corporate attorney and business journalist. 

Before joining Kiplinger, Kelley wrote for Tax Notes Today (a Tax Analysts publication), where she focused on partnerships, carried interest, and high-net-worth individuals. While working as an attorney, she focused on tax developments involving compensation and benefits and tax-exempt organizations at the global professional services firm Ernst & Young (EY).

Alexandra Twin

Alexandra is Kiplinger.com's senior retirement editor. A financial news journalist with more than 20 years of experience, Alexandra has covered stock markets, the economy, wealth management and personal finance.

She has previously written/edited for CNNMoney, Institutional Investor, and Investopedia, among others. She holds a bachelor's degree in communications from the University of Michigan.

David Crook

David Crook is an innovative editor and developer of print and online publications on a wide variety of subjects, from real estate to show business, finance to politics.

Prior to joining Kiplinger's, David invented, launched and edited The Wall Street Journal Sunday — the largest-circulation business print publication in U.S. history. A supplement featuring original news reporting, advice and commentary by the WSJ staff, Sunday Journal at its height appeared in 84 newspapers reaching nearly 11 million homes.David is also the author of The Journal’s Complete Real Estate Investing Guidebook and Complete Home Owner’s Guidebook.

Lisa Gerstner

Lisa has been with Kiplinger Personal Finance magazine for more than 15 years and became editor in June 2023. She started with Kiplinger as an American Society of Magazine Editors intern in 2006, was hired as a copy editor in 2007 and later began reporting and writing on a range of personal-finance topics, including credit, banking and retirement. For several years, she compiled the magazine’s annual rankings of the best rewards credit cards and the best banks, and she assembled the survey and results for Kiplinger’s first Readers’ Choice Awards in 2023.

Anne Kates Smith

Anne Kates Smith brings Wall Street to Main Street, with decades of experience covering investments and personal finance for real people trying to navigate fast-changing markets, preserve financial security or plan for the future. She oversees the magazine's investing coverage, authors Kiplinger’s biannual stock-market outlooks and writes the "Your Mind and Your Money" column, a take on behavioral finance and how investors can get out of their own way. Smith began her journalism career as a writer and columnist for USA Today. Prior to joining Kiplinger, she was a senior editor at U.S. News & World Report and a contributing columnist for TheStreet.

Nellie S. Huang

Nellie joined Kiplinger in August 2011 after a seven-year stint in Hong Kong. There, she worked for the Wall Street Journal Asia, where as lifestyle editor, she launched and edited Scene Asia, an online guide to food, wine, entertainment and the arts in Asia. Prior to that, she was an editor at Weekend Journal, the Friday lifestyle section of the Wall Street Journal Asia. Kiplinger isn't Nellie's first foray into personal finance: She has also worked at SmartMoney (rising from fact-checker to senior writer), and she was a senior editor at Money.

Jim Patterson

Jim joined Kiplinger in December 2010, covering energy and commodities markets, autos, environment and sports business for The Kiplinger Letter. He is now the managing editor of The Kiplinger Letter and The Kiplinger Tax Letter. He also frequently appears on radio and podcasts to discuss the outlook for gasoline prices and new car technologies. Prior to joining Kiplinger, he covered federal grant funding and congressional appropriations for Thompson Publishing Group, writing for a range of print and online publications. He holds a BA in history from the University of Rochester.

Joy Taylor

Joy is an experienced CPA and tax attorney with an L.L.M. in Taxation from New York University School of Law. After many years working for big law and accounting firms, Joy saw the light and now puts her education, legal experience and in-depth knowledge of federal tax law to use writing for Kiplinger. She writes and edits The Kiplinger Tax Letter and contributes federal tax and retirement stories to Kiplinger.com and Kiplinger’s Retirement Report. Her articles have been picked up by the Washington Post and other media outlets. Joy has also appeared as a tax expert in newspapers, on television and on radio discussing federal tax developments.

Kiplinger Contact Information

• Mailing address: Kiplinger, 130 West 42nd Street, 7th Floor, New York, NY 10036
• Subscriber Services: 800-544-0155 or email Subscriber Services
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Editorial Code of Conduct

We will do nothing that would cause our readers to question the independence, objectivity, and fairness of our editorial judgment. We strive for accuracy and transparency as a way to build and maintain trust with our readers. We correct errors that mislead readers or misstate facts or that could have an impact on our readers’ financial decision-making and actions.

We disclose any potential conflict of interest (investment, family relationship, etc.) that could preclude a reporter from covering a topic with objectivity. We do not accept any fee — paid either to the individual employee or to Kiplinger — for public speaking and personal appearances, lest receiving money from a commercial interest might favorably incline us toward their products or point of view, or simply give the appearance of such inclination.

We exist through the patronage and trust of our users. We serve them with information and judgment that is accurate, timely, relevant to their needs, and fairly priced.

We treat every subject with balance and fairness, giving both sides of the issue and doing our best to check stories for accuracy. We are never “out to get” anyone, promote a cause, or boost anyone’s commercial or political interests. We simply seek to give our readers useful, factual information, coupled with our own best judgment.

Kiplinger assigns pieces to in-house writers or outside contributors who have expertise, experience, and subject matter knowledge relating to the assignment and who understand the Kiplinger policy of fact-checking and ensuring accuracy. Every piece published by Kiplinger is reviewed by at least one editor before publication.

At times, Kiplinger will publish content from outside contributors who are not a part of the Kiplinger editorial team as we believe there is benefit in providing different voices and points of view. Content provided by those who are not part of the Kiplinger editorial staff or engaged as a Kiplinger writer is clearly identified.

We have a long tradition of reader service. We take readers’ suggestions and complaints seriously, responding quickly and courteously to their inquiries. In short, we treat our customers the way we would like to be treated ourselves.

Our Advertising and Affiliates Policy

We independently review products, services, or locations, relying on the expertise of our writers and contributors, or the results of surveys of readers or others.

Where we link to products or services on this website, we may earn affiliate commissions from those buying links. The content of these reviews has not been reviewed or endorsed by any of the entities we recommend.

From time to time, we also publish advertorials (paid-for editorial content) and sponsored content on the site. Occasionally, an advertiser will partner with our editorial team to create a poll or another data-intensive product. When this is the case, the content is clearly labelled.

Find out more information on how our content is funded and labeled.

Our Investments Policy

We believe that Kiplinger’s readers benefit from the expertise of our staff writers, editors, and columnists, and that Kiplinger advice is better informed if the staff itself participates in the actions it advises. (We “eat our own cooking,” as it were.) Accordingly, Kiplinger employees, freelancers, contractors, and columnists are allowed to own securities of entities about which they have written, commented, or reported recently, provided the editorial activity would not likely have an impact on the securities or their price.

All Kiplinger employees are expected to conduct themselves at all times in a manner that leaves no grounds for belief, or even suspicion, that an employee, an employee’s family, or anyone else connected to an employee made financial gains by acting pursuant to "inside" information obtained through the course of the employee’s work. Furthermore, no employee may profit from news, data, or information learned in the course of employment that has yet to be made public. We will not publish any story critical of any investment in which the author has a short position.

Our Rankings Methodology

For decades, Kiplinger has had a successful history of independently considering and reviewing a wide variety of products, services, businesses, and locations, among other subjects. Kiplinger readers have been able to trust the expertise and judgment used by Kiplinger in making its selections. Kiplinger uses different methodologies to evaluate subjects based on the product and type of evaluation. These include:

• Evaluation by an expert. At times Kiplinger uses staff experts and knowledgeable contributors to evaluate products, businesses, places, and services. These Kiplinger experts base their assessments on personal research and evaluation, as well as any special criteria established for that particular ranking.
• Scoring based on quantitative or qualitative criteria. Some Kiplinger rankings and ratings are based upon evaluations that use quantitative or qualitative scoring systems.
• Surveys. Kiplinger recommends some products, services, businesses, or other subjects based upon surveys. At times, these surveys are the result of contributed appraisals from readers. At other times, Kiplinger uses reputable third-party survey providers or in-house survey expertise in crafting and executing surveys. When surveys are used, Kiplinger ensures the surveys are independent and follow best practices methodologies.

Kiplinger Publications

Subscribe to Kiplinger publications today.

Kiplinger’s Personal Finance magazine

Kiplinger’s monthly magazine advises its readers on managing their money, covering investing, retirement planning, taxes, insurance, real estate, buying and leasing a car, health care, travel, and financing college.

Founded in 1947 as Kiplinger Magazine (subtitled "The Changing Times"), it was the first magazine to offer money management advice to the American people. Kiplinger Magazine changed its name to Changing Times (subtitled: "The Kiplinger Magazine") in 1949, and it was known by that name until 1991, when it was renamed Kiplinger's Personal Finance magazine. For 33 years after its founding, it existed entirely on subscription and single-copy revenue, but in 1980 began carrying advertising.

Editorially, Kiplinger's magazine has championed over the decades a number of personal finance strategies and investment products that later became popular "conventional wisdom," especially in the areas of investing and insurance.

The Kiplinger Letter

Launched in 1923, The Kiplinger Letter is considered the most widely read business forecasting periodical in the world. Its subscribers include people in the management of for-profit and non-profit enterprises, both large and small—businesses, government agencies, universities and schools, trade associations, unions, etc.

In four pages of text each week, the Letter alerts its clients to what is likely to happen in business and the economy; legislation and regulation in Washington and the states; demographics; technology; world affairs; politics; and investing. The Letter is nonpartisan and does not advocate for or against any particular outcome or point of view.

The Kiplinger Tax Letter

With tens of thousands of biweekly subscribers, the Kiplinger Tax Letter is the most widely read tax advisory newsletter in the U.S., with readers at law and accounting firms, corporate CFO and general counsel offices, and the homes of high-net-worth individuals. In four pages each issue, covering both business and personal taxation, the Letter advises its readers on coming changes in tax law and regulations; recent rulings and interpretations by the IRS, Tax Court and states; and strategies for minimizing taxes. It was launched in 1925.

Kiplinger’s Retirement Report

This popular monthly periodical, begun in 1993, covers all the key concerns of affluent older Americans — including those who are not yet retired, retired, and considering or planning retirement. Topics covered include investing, estate planning, health, long-term care, leisure and travel, family, work, and housing.

Kiplinger’s Investing for Income

Each month, this periodical provides its readers with tips to ensure a steady income through investments. Four rotating portfolios explain how to use dividend stocks, bonds, REITs, and other investments to ensure a constant stream of income.