Your Essential Financial Toolkit
Pressed for time? We show you how to make short work of dozens of money tasks.
Laurin Mack is a PHD candidate in clinical psychology, which leaves her little time to bone up on her finances. But Mack, 29, wants to learn how to diversify a portfolio, monitor her investments online and roll over a retirement account into an IRA. Mack and other time-starved readers can use our absolutely essential financial toolkit to accomplish each of those tasks, and 33 others, in five easy steps or less.
These tasks are organized into four key areas: Personal Finances, Investing, Credit and Retirement. Take a look and see what you can accomplish today.
Personal Finance Toolkit
•
Sign up for Kiplinger’s Free E-Newsletters
Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.
Profit and prosper with the best of expert advice - straight to your e-mail.
•
•
•
•
•
Replace a Social Security Card
•
•
Protect Your Home and Valuables
•
Write a Will Without the Hassle
•
•
•
Prepare for a Natural Disaster
Your Credit Toolkit
•
Get Your Credit Report in a Flash
•
Fix an Error on Your Credit Report
•
•
•
Decipher Your Credit Card Statement
•
Retirement Toolkit
•
Transfer an IRA
•
•
Buy a Medigap Policy to Supplement Medicare
•
Investing Toolkit
•
•
Find the Value of an Old Stock Certificate
•
•
•
•
•
•
•
Understand a Mutual Fund Prospectus
•
•
Get the Inside Skinny on a Stock
•
Get Kiplinger Today newsletter — free
Profit and prosper with the best of Kiplinger's advice on investing, taxes, retirement, personal finance and much more. Delivered daily. Enter your email in the box and click Sign Me Up.
-
Why I've Got an Eye On These Travel Stocks
Going places to gather experiences, learn and relax is what people do as income grows and these travel stocks are likely to benefit from that trend.
By James K. Glassman Published
-
What Trump Will Do Next
The Letter President-elect Trump begins second term with busy regulatory agenda.
By Matthew Housiaux Published
-
What Does Medicare Not Cover? Seven Things You Should Know
Healthy Living on a Budget Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.
By Donna LeValley Last updated
-
Roth IRA Contribution Limits for 2024 and 2025
Roth IRAs Roth IRA contribution limits have gone up. Here's what you need to know.
By Jackie Stewart Last updated
-
Four Tips for Renting Out Your Home on Airbnb
real estate Here's what you should know before listing your home on Airbnb.
By Miriam Cross Published
-
Five Ways to a Cheap Last-Minute Vacation
Travel It is possible to pull off a cheap last-minute vacation. Here are some tips to make it happen.
By Vaishali Varu Last updated
-
How to Figure Out How Much Life Insurance You Need
insurance Instead of relying on rules of thumb, you’re better off taking a systematic approach to figuring your life insurance needs.
By Kimberly Lankford Last updated
-
Amazon Big Deal Days Is Coming! We’ve Got All the Details
Amazon Prime To kick off the holiday season with a bang, Amazon Big Deal Days runs Tuesday, October 8 and Wednesday, October 9.
By Bob Niedt Last updated
-
How to Shop for Life Insurance in 3 Easy Steps
insurance Shopping for life insurance? You may be able to estimate how much you need online, but that's just the start of your search.
By Kaitlin Pitsker Published
-
Five Ways to Shop for a Low Mortgage Rate
Becoming a Homeowner Mortgage rates are high this year, but you can still find an affordable loan with these tips.
By Daniel Bortz Last updated