Latest
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Why Understanding Capital Gains Taxes Is Critical When Selling Investments
Failing to plan for taxes can eat into your profits and leave you with far less than expected when you finally cash in on an investment.
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Ask the Editor: Five Reader Tax Questions
Ask the Editor In our new Ask the Editor series, The Kiplinger Tax Letter Editor answers questions related to the tax bill that Congress and the Trump admin are working on.
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You May Not Want to Downsize in Retirement: Here's Why
Your financial planner may urge you to downsize in retirement. Your kids may even pressure you. But be sure it's right for you before you make a move.
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How Much You Could Save on Gas with Costco, Walmart and Other Memberships
Gas prices jumped 10 cents this week. Compare gas savings perks and see how much you’d save with Costco, Sam’s Club, BJ’s, Walmart Plus and Amazon Prime.
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Five Fun (and Cheap) Ways to Stay Busy in Retirement
It's not all about the big trips and special occasions. There are plenty of ways to enjoy yourself day-to-day in retirement without breaking the bank.
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Q1 Post-Mortem: The Market Shifts You Don't Want to Ignore
As the second quarter gets underway, here are some takeaways from the market's first-quarter performance to consider as you make your investment decisions.
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How to Replace a Corporate Trustee (and Make Other Trust Changes)
The right choice of trustee today may not be the right choice for trust beneficiaries in the future. Here's what you should know.
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How to Balance Your Insurance Expectations vs the Reality
Just because you have an insurance policy doesn't mean that you're totally covered in the event something bad happens.
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Did Florida’s Chance at $1,000 in Property Tax Rebates Vanish?
State Taxes The Florida Legislature bypassed Gov. Ron DeSantis’ wish to cut property taxes and instead voted to lower the state’s sales tax.
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Machine Learning in Finance: Real-World Applications and Challenges
Controlling machine learning in a finance environment requires stakeholders' commitment to creating a strong ethical foundation.
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Earn Delta SkyMiles Worth up to $960 Plus a Free Ticket
Delta SkyMiles and American Express provide welcome offers worth up to 80,000 SkyMiles on three personal credit cards.
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The Best Value Stocks to Buy
Value stocks can be defined differently depending on who you ask. Here, we look at ways to measure valuation and how investors can find the best value stocks.
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Is 2025 a Bad Year To Retire Given a Flailing Stock Market?
If you're looking at the stock markets alone, 2025 may seem like a bad year to retire, but that's not the only consideration.
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How Caregivers for Adults Can Save on Taxes in 2025
Tax Breaks Caring for your parent or spouse can be stressful, but the IRS offers tax breaks for qualifying taxpayers. Here they are.
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Social Security and Your Taxes: Five Things to Know for 2025
Social Security The Social Security COLA is just one aspect of your benefits that can impact your taxes.
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Seven Secrets to Building Wealth (That You Can Implement Today)
The best-kept secrets to building wealth aren't so secret after all.
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This Stock Market Risk Could Shrink Your Retirement Nest Egg
This little-known risk of a down market can cause lasting damage to your portfolio.
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How Building Liquidity Into Your Retirement Plan Can Pay Off
To succeed in investing for retirement, you need time and discipline — liquidity can give you both.
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Striking Oil in Opportunity Zones: Now Might Be the Best Time to Invest
You could unlock hidden wealth in QOZs with strategic oil and gas investments, potentially combining tax advantages with long-term growth in an essential industry.
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The Social Security Fairness Act May Change How You Pay Medicare Premiums
If you receive an upward adjustment to your monthly Social Security benefits due to the SSFA, how you pay your Medicare premiums might change.
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Why You Should Have Defensive Stocks in Your Portfolio
Defensive stocks are worthy additions to any well-rounded portfolio, providing investors with stability in an uncertain market. Here's how they do it.
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What's My Social Security Full Retirement Age?
Social Security The year you were born determines when you become eligible for your Social Security full retirement age benefit (FRA). Use our calculator to determine your FRA.
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Estate Planning for Singles: 10 Things You Should Know
Here's how to navigate estate planning as a single person.
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Best High-Yield Savings Accounts — April 2025
A high-yield savings account can help you earn a rate outpacing inflation while giving you access to your cash when you need it. See our top choices.
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10 Things to Know About Estate Planning
Estate planning is all about taking charge of your legacy.
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Home Office Tax Deduction: Work-from-Home Write-Offs
Tax Breaks Can you claim the home office tax deduction this year?
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States Sending 'Stimulus' Checks in 2025
Rebate Checks Some people are receiving one-time state rebate checks. Is your state sending money?
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Why Losing Your Job Could Be the Best Opportunity to Plan Your Future
Amid this uncertainty lies an opportunity for strategic reassessment and personal growth.
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Can a New Manager Cure Vanguard Health Care Fund?
Vanguard Health Care Fund has assets of $40.5 billion but has been ailing in recent years. With a new manager in charge, what's the prognosis?
