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SALT Deduction: Three Things to Know
Tax Deductions Changes to the state and local tax deduction and the looming TCJA expiration have brought this tax break into the spotlight.
By Kelley R. Taylor Last updated
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12 Great Places to Retire in the Midwest
places to live Here are our retirement picks in the 12 midwestern states.
By Stacy Rapacon Last updated
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CD vs. High-Yield Savings Account: Which is better?
Deciding between a CD vs. high-yield savings account? Here's how to choose based on your savings goals.
By Erin Bendig Last updated
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What Is APY? Here's How to Score the Highest Rates
Savings Here's everything you need to know about APY, the important factor in how much your savings could earn in a year.
By Erin Bendig Last updated
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How to Save on Homeowners Insurance: Boost Your Deductible
insurance Boost your home-insurance deductible and you’ll not only reduce your premiums but also avoid filing small claims that could cause a rate hike.
By Kimberly Lankford Last updated
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Eight Ways Trump Could Change Your Retirement
From Social Security to Medicare and beyond, Trump could change your retirement in ways you may not expect.
By Adam Shell Last updated
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How to Organize Your Financial Life (and Paperwork)
To simplify the future for yourself and your heirs, put a financial contingency plan in place. The peace of mind you'll get is well worth the effort.
By Leslie Gillin Bohner Published
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Financial Confidence? It's Just Good Planning, Boomers Say
Baby Boomers may have hit the jackpot money-wise, but many attribute their wealth to financial planning and professional advice rather than good timing.
By Joe Vietri, Charles Schwab Published
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Ready to File Taxes? What to Do Before the IRS Starts Accepting Returns
Filing Taxes Now is a good time to review your financial situation and prepare to file your 2024 federal income tax return.
By Kelley R. Taylor Last updated
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Average Health Care Costs by Age: Can You Afford It?
Expect to pay more as you age. We've got solutions for how to cover these costs, which can exceed $1,000 per month in your 60s.
By Adam Shell Published
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Will You Be Able to Afford Your Dream Retirement?
You might need to save more than you think you do. Here are some expenses that might be larger than you expect, along with ways to ensure you save enough.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Three Steps to Simplify Paying Your Taxes in Retirement
Once you retire, how you pay some of your taxes can change. Here's how to get a handle on them so you don't run afoul of the IRS and face penalties.
By Evan T. Beach, CFP®, AWMA® Published
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How the EV Tax Credit Works
Tax Credits The EV federal tax credit of up to $7,500 can be complicated. Here's what you should know.
By Kelley R. Taylor Last updated
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The IRS is Pursuing Partnerships and Their Owners
The Tax Letter The IRS has many enforcement priorities, and partnership tax noncompliance is near the top of that list.
By Joy Taylor Published
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Should You Add an Annuity to Your Retirement Portfolio in 2025?
In need of some guaranteed income? An annuity may be the answer if you check off any of these boxes.
By Donna Fuscaldo Published
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More SECURE 2.0 Retirement Enhancements Kick in This Year
Saving for retirement gets a boost with these SECURE 2.0 Act provisions that are starting in 2025.
By Mike Dullaghan, AIF® Published
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Saving for Your Emergency Fund: As Easy as 1-3-6
An emergency fund that can cover six months' worth of expenses is far easier to build if you focus on smaller goals at first.
By Anthony Martin Published
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Capital Gains Tax on Real Estate and Home Sales
Capital Gains Selling your home or a rental property? Here are important capital gains tax rules to keep in mind.
By Joy Taylor Last updated
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EV Charger Tax Credit: What You Need to Know
Tax Credits The federal EV charger tax credit is back with a few key changes to know.
By Kelley R. Taylor Last updated
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The Nine States With No Income Tax in 2025
State Tax Your hard-earned money is safe from state income tax if you live in one of these states but watch out for other state and local taxes.
By Gabriella Cruz-Martínez Last updated
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Kiplinger Housing Outlook: Existing Home Sales Fall Again
Economic Outlooks Home prices keep rising, but the rate of increase continues to slow.
By Rodrigo Sermeño Last updated
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When Is the Next CPI Report?
CPI Reports When does the next CPI report land and what inflation rate is expected?
By Dan Burrows Last updated
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Should You Convert a Traditional 401(k) into a Roth 401(k)?
Too rich for a Roth IRA? If your company offers a Roth 401(k), you can convert your traditional 401(k) to pay lower taxes in retirement.
By Tom Taulli Last updated
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What Is Life Insurance? Choose the Type That's Right
What is life insurance? Life insurance can financially protect your loved ones after you pass away. Here's what you need to know about the different types.
By Erin Bendig Last updated
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The Most Expensive Natural Disasters in US History
Economic Forecasts The most expensive natural disasters in U.S. history have come from wind, fire, water and drought.
By David Muhlbaum Last updated
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Essential Tech Tools for Managing Your Home and Finances While Traveling
Stay secure and stress-free on the go with the best tech tools for managing your home, bills and security from anywhere.
By Dori Zinn Published
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Certified Pre-Owned Cars Explained: Benefits, Warranties and Pitfalls
Certified pre-owned cars – thorough inspections, extended warranties and peace of mind. Learn what to look for.
By Dori Zinn Published
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S&P 500 ETFs: 7 Ways to Play the Index
ETFs Trillions of dollars are benchmarked to the ubiquitous S&P 500. These S&P 500 ETFs let you play the index, directly or with a twist.
By Jeff Reeves Last updated
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The Best Options Trading Platforms
Among a sea of possibilities, here are five of the best options trading platforms for investors.
By Jared Hoffmann Last updated