Features
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5 Qs to Ask a Financial Adviser About an Inherited Stock PortfolioInheriting a stock portfolio comes with big decisions. Before making any sudden moves, ask yourself and your adviser these questions to protect your wealth.
By Coryanne Hicks
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Working Remotely Abroad? What to Know About Your PaycheckIf you're going to work for a U.S. company abroad, establish your employment structure and payroll plan before you move to avoid tax and cash-flow headaches.
By Nicolás Castillo, CPA
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Medicare Premiums 2026: IRMAA Brackets and Surcharges for Parts B and DDo you have to pay the monthly Medicare premium surcharge this year? It depends.
By Donna LeValley
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What You Must Know About the Different Parts of MedicareMedicare Medicare can be complicated but we've got you covered. Here is a quick guide to the different benefits provided through each part.
By Jackie Stewart
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How Real Families Are Handling The Great Wealth TransferKiplinger is exploring the Trillion Dollar Talk. Join us to see what we've found and how we can help you.
By Lisa Gerstner
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12 Things You Need to Know About MedicareMedicare There's Medicare Part A, Part B, Part D, Medigap plans, Medicare Advantage plans and so on. We sort out the confusion about signing up for Medicare — and much more.
By Catherine Siskos
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The $3,000 IRS Rule That Can Lower Your 2026 Taxable IncomeTax Breaks Selling investments at a loss before year-end could lower your 2026 tax bill and potentially reduce taxable income in future years.
By Kelley R. Taylor
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Is Navy Federal's New Travel Card Worth the $95 Annual Fee?If you're looking for a new travel credit card with a simple rewards structure, Navy Federal's new card could be the right fit. Discover its perks and trade-offs.
By Sean Jackson
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The Wash Sale Rule: Six Things to Know to Avoid Tax PitfallsInvesting The wash sale rule is important when you are selling and rebuying stocks to offset losses.
By Kelley R. Taylor
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Is a Living Trust the Right Move for Your Estate Plan?A living trust protects your loved ones and simplifies your estate. Sometimes called a "revocable trust," it can avoid the cost of probate.
By Adam Shell
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Is the Small-Cap Stock Rally for Real This Time?Small caps have been climbing the charts in recent months on AI enthusiasm, and many believe this rebound has more room to run.
By Nellie S. Huang
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8 Retirement Tax Strategies Your CPA Won't ShareTax preparation calculates what you owe for the previous year, but tax planning helps lower your lifetime tax bill — and is vital for retirees with pensions.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Tax Fact vs Myth: How Much of Your Inheritance Actually Gets Taxed?Quiz Receiving an inheritance is typically less taxable than you might think.
By Kelley R. Taylor
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How the Energy Crisis Is Changing Real Estate InvestingFrom strategic 1031 exchanges to 100% bonus depreciation and Opportunity Funds, this is how savvy investors are turning global turbulence into long-term wealth.
By Daniel Goodwin
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6 Steps to Acting as a CFO for Your Aging ParentsAs asset-rich baby boomers age, adult children are stepping into the role of Family CFO long before they inherit — managing everything from finances to estate plans.
By Adam Shell
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Does Your Charitable Giving Plan Need an Overhaul?Creating an intentional charitable giving plan allows you to align your contributions with your core values while making the most of your tax benefits.
By Marguerite Weese, JD, LL.M.
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Test Your Great Wealth Transfer Knowledge With Our QuizHow much do you know about the massive wealth about to change hands?
By Donna Fuscaldo
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Before You Leave Your Home to Your Children, Ask These QuestionsBefore leaving your home to your children, ask these questions about costs, taxes, sibling dynamics and what your children actually want.
By Carla Ayers
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The Most Tax-Efficient Ways to Leave Investments to Your ChildrenPlanning for death (and taxes) isn't fun, but it is necessary. And leaving investments to your children in a tax-efficient way is a good thing.
By Jeff Reeves
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We Asked 5,000 Americans About Inheritance. Here's What We LearnedOur exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most of assets built over a lifetime.
By Diane Harris
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Stepping Up as Trustee: Your Complete Guide to the RoleBeing named the trustee of an estate is a profound honor — and a major responsibility. From securing assets to navigating family dynamics, here is how to do a good job.
By Donna LeValley
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Choosing Your Trustee: These Are the Common OptionsA friend or family member with some financial acumen might be your go-to choice, but there are some disadvantages to consider. There are also other options.
By Denise McClain, JD, CPA
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Which Type of Power of Attorney Is Right for You?Durable or limited? How about springing or military? There are many more kinds of POAs than just medical or financial.
By Kelsey M. Simasko, Esq.
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Estate Planning and Unequal Inheritances: Talking Is KeyOpen communication now about a parent’s estate plan can help siblings understand why things were done the way they were once the parent passes away.
By David Handler, J.D.
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An 'Equal' Inheritance for All the Kids Doesn't Always WorkHere are four scenarios in which it'd be appropriate for one or more of your children to inherit differently than their siblings.
By Tracy Craig, Fellow, ACTEC, AEP®
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Why So Many Families Are Unprepared for the Great Wealth TransferPassing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.
By Diane Harris
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The Best Travel Rewards Credit Cards for Youcredit cards Pack your bags and earn rewards for traveling. We chose the best cards for airline, hotel and other perks to help you save money.
By Sean Jackson
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How to Talk to Your Adult Kids About Their InheritanceThe Great Wealth Transfer starts with a conversation. Here's how to prepare heirs, reduce future conflict and create a lasting legacy.
By Cameron Huddleston
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This Might Be the Most Underrated Travel Card for SimplicityIf you travel regularly but don't want a card with a ton of hoops to jump through, here's a great solution for you.
By Sean Jackson
