Features
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Give While You Live Or Wait Until Death? Take Our Quiz to Find OutThe Great Wealth Transfer is upon us. Discover whether your heirs benefit more if you give now or let your assets grow.
By Donna Fuscaldo
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Why Building a Legal 'Moat' Is the Best Defense Against LawsuitsAsset protection planning places valuable assets out of the reach of potential claimants and creditors, discouraging lawsuits before they get off the ground.
By Jeffrey M. Verdon, Esq.
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No One Wants to Ask Their Aging Parents About Their Finances, But Here's HowUse these tips to help you open the door to conversations about their financial health before it’s too late.
By Kathryn Pomroy
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Would You Take a Vacation Just to Sleep? Inside the Sleepcation TrendSleepcations are becoming a popular travel trend, but some hotel sleep packages come at a premium. Here's how to decide what's worth paying for.
By Beth Braverman
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Conversations to Have With Aging Parents NowIt's difficult to ask aging parents about financial and medical decisions, and future living arrangements, but it's vital to talk about it while you still can.
By Kelsey M. Simasko, Esq.
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How the Latest Fed Rate Hike Impacts Your WalletWith the Fed hiking rates, knowing how this impacts your finances can help you make smart decisions and save money.
By Sean Jackson
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Why You Shouldn't ‘Set and Forget’ Your AnnuityYour annuity shouldn't be left to gather dust. Regular reviews and comparisons with newer products will help make sure it's still the best option for you.
By Jason Chalmers
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Capital Gains Tax on Real Estate and Home SalesCapital Gains Selling your home or a rental property? Here are important capital gains tax rules to keep in mind.
By Joy Taylor
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My First $1 Million: Health Insurance Executive, 54, Arizona"I would tell my younger self to continue with your plan, but take a few more moments to let loose and create more experiences."
By Joyce Lamb
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How 30 Everyday Millionaires Are Navigating the Great Wealth TransferMillionaires from the My First $1 Million series tell us how they're talking with their kids about money, balancing inheritance splits and sharing their wealth.
By Joyce Lamb
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Why Invest In Index Funds When Prediction Markets Pay Big?Betting on prediction markets may seem like a quick and easy way to make money, but index funds have historically been a better way to build wealth. Here's why.
By Kyle Woodley
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Why Legal Documents Won't Save Your Family's WealthA successful estate plan requires more than legal documents. It depends on open conversations with your heirs about the values and intent behind your decisions.
By Lisa G. McCurdy, Esq.
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Finding Meaning and Passion in RetirementWith life expectancies rising, 65 is no longer the finish line. Here are the questions you should ask yourself and resources for finding your next act.
By Jaclyn Greenberg
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Why Retirees Hoard Savings and How to Stop UnderspendingA charitable remainder unitrust (CRUT) can create a lifetime income stream and alleviate worry for retirees who underspend out of fear their money won't last.
By Klaus Gottlieb, Esq.
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10 Financial Habits Every Couple Should ShareWhen it comes to money, both partners need to know what's going on. Here's how to build a more transparent — and resilient — financial partnership.
By Mary Ware, CFP®, CIMA®, CDFA®
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Why Is My First Medicare Bill So High?Your first Medicare bill may be higher than expected for several reasons. If your premiums aren't taken out of your Social Security benefit, the bill can be huge.
By Donna LeValley
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CD vs. High-Yield Savings Account: Which is better?Deciding between a CD and a high-yield savings account? Here's how to choose based on your savings goals.
By Sean Jackson
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Quiz: Do You Know What Medicare Gives You for Free?Quiz This quiz tests your knowledge of the services that Medicare provides at no cost to you.
By Donna LeValley
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Is the Hilton Honors Amex Surpass Card Worth It?Frequent Hilton guests can get more from their stays with the Hilton Honors American Express Surpass Card. Here’s what to know about its hotel perks, rewards and travel benefits.
By Sean Jackson
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Which Delta SkyMiles Credit Card Is Right for You? Gold, Platinum and Reserve ComparedDelta offers three SkyMiles credit cards with different annual fees, rewards and travel perks. Here's how Gold, Platinum and Reserve compare.
By Sean Jackson
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Lessons from Dolly Parton: Protect Your Estate Plan From FightsFrom no-contest clauses to security protocols, advanced planning can get ahead of family disputes before they start, making it easier on your loved ones after you're gone.
By Kathryn Pomroy
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Ask the Editor: Can I Deduct a GoFundMe Contribution and MoreAsk the Editor Our Kiplinger Tax Letter Editor answers whether a reader can deduct a GoFundMe contribution and other questions related to charitable donations.
By Joy Taylor
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The Great 'Horizontal' Wealth Transfer: Spouses Inherit FirstBefore it reaches younger heirs, $54 trillion will move horizontally to surviving spouses. Here is how to prepare.
By Donna Fuscaldo
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How Delaware Statutory Trusts (DSTs) Actually WorkA Delaware statutory trust turns one property into a passive fractional interest in another. Here's how it works and why giving up control is part of the deal.
By Carl E. Sera, CMT
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Your 2027 Medicare Open Enrollment Guide: Essential Dates and NoticesLearn how to read your annual Medicare notices, track critical deadlines and choose the right health and drug coverage before the December 7 deadline.
By Donna LeValley
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Women's Financial Literacy: How to Close the GapWomen's financial literacy problem isn't a question of ability. It's that many women have been excluded from financial conversations and participation.
By Stacy Francis, CFP®, CDFA®, CES™
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9 Tips to Declutter Your Home Before Your Retirement MovePlanning to declutter your home — whether you're moving or downsizing — can be overwhelming. Here's how to do it.
By Dawn Wotapka
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3 Airline Credit Cards With Companion Fares That Could Save You MoneyCompare airline credit cards with companion fares and see how annual fees, spending requirements and travel perks could affect your savings.
By Sean Jackson
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Credit Cards With No Foreign Transaction FeesEnjoy traveling abroad? Find a credit card with no foreign transaction fees, or your spending could add up to a big chunk of change.
By Sean Jackson
