Features

QUIZ: What Type Of Retirement Spender Are You?

Quiz What is your retirement spending style? Find out with this quick quiz.

By Donna Fuscaldo

Are You Rich? The Average Net Worth by Age

Are you beating your peers on average net worth? Get tips from financial advisers on how to grow your wealth over time.

By Adam Shell

What Are Your Chances of an IRS Audit? 15 Audit Red Flags

Tax Returns These red flags could increase your chances of the IRS selecting your return for audit.

By Joy Taylor

How to Avoid the Financial Quicksand of Early Retirement Losses

Sequence of returns — experiencing losses early on — can quickly deplete your savings, highlighting the need for strategies that prioritize income stability.

By Mark Kennedy

How an Elder Law Attorney Can Help Protect Your Aging Parents

If you are worried about older family members or friends whose financial judgment is raising red flags, help is out there — from an elder law attorney.

By H. Dennis Beaver, Esq.

Q4 Post-Mortem From an Investment Adviser: Year of Resilience

Financial pro Prem Patel shares his take on how markets performed in the fourth quarter of 2025, with an eye toward what investors should keep in mind for 2026.

By Prem Patel, MBA, IAR

9 Medicare Changes to Watch in 2026

Learn about the benefits that become permanent features of Medicare in 2026 and how they have been changed or updated since their inception.

By Donna LeValley

What You Will Pay for Medicare in 2026

Medicare premiums for 2026, as well as the costs of Parts A, B, and D, have increased. Here is how much you'll pay in 2026.

By Donna LeValley

Best Bond Funds to Buy

Investing for Income The best bond funds provide income and stability for investors and are worthy additions to any well-balanced portfolio.

By Jeff Reeves

The Best 3-Year CDs of 2026

Savings Achieve your savings goals and outpace inflation with our top 3-year CDs picks.

By Sean Jackson

See Our Best Jumbo CD Rates

The best jumbo CD rates can yield returns of up to 4.35%. See our top choices.

By Sean Jackson

7 Rental Car Fees to Avoid

Rental car fees add up. You could pay double the daily rate unless you just say no at the counter.

By Daniel Bortz

How to Manage Longevity Risk in Retirement: 10 Solutions

Longevity risk is the downside of our longer life expectancies. Here are 10 ways to make sure your money lasts.

By Jacob Schroeder

7 Ways to Save for Retirement in 2026

If you did a poor job of saving for retirement last year, don't despair. There are ways to build your nest egg in 2026.

By Donna Fuscaldo

The Wealth Equation: Balancing Money and Stress

Advertiser Content Whittier Trust Company

Sponsored Don’t let assets be a liability that strains your family.

By Whittier Trust Company

Is Your Emergency Fund Running Low? Here's How to Bulk It Up

If you're struggling right now, you're not alone. Here's how you can identify financial issues, implement a budget and prioritize rebuilding your emergency fund.

By Bruce Maginn, Principal

Guide to How All-Assets Planning Offers a Better Retirement

An "all-asset" strategy would integrate housing wealth and annuities with traditional investments to generate more income and liquid savings for retirees.

By Jerry Golden, Investment Adviser Representative

Forget FIRE: Why ‘FILE’ Is the Smarter Move for Child-Free DINKs

How shifting from "Retiring Early" to "Living Early" allows child-free adults to enjoy their wealth while they’re still young enough to use it.

By Jacob Schroeder

7 Tax Blunders to Avoid in Your First Year of Retirement

A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg. Here are seven common goofs to avoid.

By Jeff Judge, CFP®, ChFC®, CLU®, AEP®

How to Plan for Social Security in 2026's Changing Landscape

Not understanding how the upcoming changes in 2026 might affect you could put your financial security in retirement at risk. This is what you need to know.

By Michael Knox

2025-2026 Tax Brackets and Federal Income Tax Rates

Income Tax Knowing your federal tax bracket is essential, as it determines your marginal income tax rate for the year.

By Kelley R. Taylor

The Kiplinger 25: Our Favorite No-Load Mutual Funds

The Kiplinger 25 The Kiplinger 25 is a list of our top no-load mutual funds that have proven capable of weathering any storm.

By Nellie S. Huang

10 Cheapest Places to Live in Washington

Property Tax Is Washington your go-to ski destination? These counties combine no income tax with the lowest property tax bills in the state.

By Kate Schubel

Healthy to 100: Secrets from Countries Where Retirees Age Best

Longevity is a team sport, according to author Ken Stern. Here's the secret sauce for living long, healthy lives from countries such as Italy and Japan.

By Richard Eisenberg

My First $1 Million: Semiretired CPA, 68, San Francisco

Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.

By Joyce Lamb

6 Overlooked Areas That Can Make or Break Your Retirement

If you're heading into retirement with scattered and uncertain plans, distilling them into these six areas can ensure you thrive in later life.

By David Lukas, Investment Adviser Representative

7 Risks Your Retirement Plan Should Address

Your retirement needs to be able to withstand several major threats, including inflation, longevity, long-term care costs, market swings and more.

By Erick Arnett