Features
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Vermont Tax Guide
State Tax Explore Vermont's state tax rates for income, sales, property, retirement, and more. Learn how Vermont compares nationwide.
By Katelyn Washington
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Montana State Tax Guide
State Tax Explore Montana's state tax rates for income, sales, property, retirement and more. Learn how Montana compares nationwide.
By Katelyn Washington
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The '1% More' Rule: Why This Tiny Change is the Most Powerful Habit for Pre-Retirees
Adding just 1% more can have a transformative impact on your retirement savings and spending. See how this painless hack works.
By Donna Fuscaldo
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The Average 401(k) Balance by Age and Generation
How did your 401(k) balance rank vs savers your age in the fourth quarter? Learn the keys to building a retirement account that will last a lifetime.
By Adam Shell
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I want to travel, my wife wants to donate 10% of our income.
We asked wealth planners if "tithing" (donating 10%) makes sense in retirement.
By Maurie Backman
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What You Should Leave Out of Your Will, According to Experts
Are you unclear about what you should leave out of your will when estate planning? Legal experts share the 10 items to exclude.
By Erin Bendig
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War in Iran Threatens Higher Fuel Prices, Renewed Inflation
The Letter With much of the Middle East's critical oil and gas exports cut off from global markets, rising energy costs could give inflation new momentum.
By David Payne
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Adviser, Broker or Insurance Agent: Which to Trust With Your Money
Looking for a trustworthy financial professional? That term can cover brokers, insurance agents and advisers who don't all have the same standards.
By John McKean, CFP®
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Employee Misuse of AI Can Expose Your Business to Lawsuits
Companies can face substantial damages if employees expose sensitive data to AI tools, rely on biased AI outputs and more, making robust policies essential.
By Jeffrey M. Verdon, Esq.
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How Long Should You Keep Tax Records?
Tax Records The IRS hasn't gone away — so don’t destroy tax documents until the time limit for an audit runs out, or maybe even longer.
By Kate Schubel
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Free College at 60? The Lifelong Learning Secret for Retirees
Educational opportunities for older adults are plentiful, and the payoff — in terms of enrichment, health, and community — is great.
By Diane Harris
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Do You Believe You Can't Retire? You Need to Read This
Americans often delay or redefine retirement because they have a lack of clarity and confidence in their financial plan. Here's how you can fix that.
By Pam Krueger
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The Beneficiary Rules Most Families Have Never Heard Of
Understanding the difference between per stirpes and per capita can determine whether your grandchildren receive an inheritance or are unintentionally left out.
By Eric W. Bond
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A Financial Survival Guide for the Sandwich Generation
People in their 40s can find their finances stretched as they care for children and aging parents. Here are some strategies to help with competing priorities.
By Shane W. Cummings, CFP®, AIF®
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Approaching Retirement? You May Be Taking on Too Much Risk
Pre-retirees in the critical "retirement red zone" often take on significantly more risk than they want or are comfortable with. Here's how to fix that.
By Andrew M. Costa
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Women Play It Too Safe With Money: Are You One of Them?
Many women internalize the message that financial caution equals competence, which can damage long-term financial security. It's time to stop playing it safe.
By Marcia Dawood
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Whose Name Goes First on Your Income Tax Return?
Tax Returns A study suggests the order of names on a joint income tax return can provide insights about the people filing. But does the IRS care?
By Kelley R. Taylor
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Quiz: Are You Making These Costly Tax Mistakes?
Quiz Think you’re a tax pro? From missing tax deductions to falling for common tax filing traps, even small errors can cost you hundreds.
By Kelley R. Taylor
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We'll Soon Be Able to Buy and Sell Stocks 24/7, but Should We?
The major stock exchanges are pushing toward all-day trading. It could help some investors, but not everyone loves the idea of a market that never sleeps.
By Kyle Woodley
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Can You Afford Retirement in Greece? Say 'Yes' With 3 Tax Benefits
Retirement Taxes Affordable luxury in the Mediterranean may be closer than you think. Here's how.
By Kate Schubel
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Vintage Stereos: How I Get That 1970s Look With 2026 Connectivity
I collect and refurbish hi-fi stereo equipment. Here's how to find a deal on a vintage system and pair it with your favorite streaming service.
By Benjamin Tice Smith
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Gas Prices Are Rising Fastest in These States
Gas prices jumped as much as 30% in these states.
By Rachael Green
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My First $1 Million: Film/TV Production Accountant, 58
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
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Retirement Is Like Everest: The Ascent Isn't the Only Risk
The real risk in retirement is failing to plan for the "descent" — the psychological and lifestyle changes that occur after you reach your financial goals.
By Richard P. Himmer, PhD
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Claiming Social Security: 7 Tools and Rules for DIY Investors
Deciding when to claim Social Security is tricky — and the wrong decision can be costly. DIY investors shouldn't leap in without these tools and rules.
By Vincent Birardi, CFP®, AIF®, MBA
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Inherited Money or Property? Here's How It Could Be Taxed
Inheriting assets comes with various tax considerations. Here's a guide on everything you need to know, from estate taxes to new rules on inherited IRAs.
By Daniel Razvi, Esquire
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Tired of Tracking Every Dollar? You Need an Anti-Budget
Traditional budgeting (and tracking every dime) doesn't suit everyone. If you want a less labor-intensive approach, this alternative may be right up your alley.
By Anthony Martin
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The Best Money Advice Mom and Dad Gave These Experts
Investing greats, renowned economists, top advisers and other experts share the financial wisdom that their parents passed down to them.
By Ellen Chang
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6 Best Places to Live in Florida
Places to Live Florida offers a range of cities where you’re never far from the sound of lapping waves.
By Drew Limsky
