Features
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$3,000 IRS Rule: How to Lower Your 2026 Taxable IncomeTax Breaks Selling investments at a loss before year-end could lower your 2026 tax bill and potentially reduce taxable income in future years.
By Kelley R. Taylor
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Is a Living Trust the Right Move for Your Estate Plan?A living trust protects your loved ones and simplifies your estate. Sometimes called a "revocable trust," it can avoid the cost of probate.
By Adam Shell
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Is the Small-Cap Stock Rally for Real This Time?Small caps have been climbing the charts in recent months on AI enthusiasm, and many believe this rebound has more room to run.
By Nellie S. Huang
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8 Retirement Tax Strategies Your CPA Won't ShareTax preparation calculates what you owe for the previous year, but tax planning helps lower your lifetime tax bill — and is vital for retirees with pensions.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Tax Fact vs Myth: How Much of Your Inheritance Actually Gets Taxed?Quiz Receiving an inheritance is typically less taxable than you might think.
By Kelley R. Taylor
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How the Energy Crisis Is Changing Real Estate InvestingFrom strategic 1031 exchanges to 100% bonus depreciation and Opportunity Funds, this is how savvy investors are turning global turbulence into long-term wealth.
By Daniel Goodwin
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How Real Families Are Handling The Great Wealth TransferKiplinger is exploring the Trillion Dollar Talk. Join us to see what we've found and how we can help you.
By Lisa Gerstner
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6 Steps to Acting as a CFO for Your Aging ParentsAs asset-rich baby boomers age, adult children are stepping into the role of Family CFO long before they inherit — managing everything from finances to estate plans.
By Adam Shell
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Does Your Charitable Giving Plan Need an Overhaul?Creating an intentional charitable giving plan allows you to align your contributions with your core values while making the most of your tax benefits.
By Marguerite Weese, JD, LL.M.
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Test Your Great Wealth Transfer Knowledge With Our QuizHow much do you know about the massive wealth about to change hands?
By Donna Fuscaldo
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Before You Leave Your Home to Your Children, Ask These QuestionsBefore leaving your home to your children, ask these questions about costs, taxes, sibling dynamics and what your children actually want.
By Carla Ayers
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The Most Tax-Efficient Ways to Leave Investments to Your ChildrenPlanning for death (and taxes) isn't fun, but it is necessary. And leaving investments to your children in a tax-efficient way is a good thing.
By Jeff Reeves
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We Asked 5,000 Americans About Inheritance. Here's What We LearnedOur exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most of assets built over a lifetime.
By Diane Harris
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Stepping Up as Trustee: Your Complete Guide to the RoleBeing named the trustee of an estate is a profound honor — and a major responsibility. From securing assets to navigating family dynamics, here is how to do a good job.
By Donna LeValley
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Choosing Your Trustee: These Are the Common OptionsA friend or family member with some financial acumen might be your go-to choice, but there are some disadvantages to consider. There are also other options.
By Denise McClain, JD, CPA
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Which Type of Power of Attorney Is Right for You?Durable or limited? How about springing or military? There are many more kinds of POAs than just medical or financial.
By Kelsey M. Simasko, Esq.
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Estate Planning and Unequal Inheritances: Talking Is KeyOpen communication now about a parent’s estate plan can help siblings understand why things were done the way they were once the parent passes away.
By David Handler, J.D.
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An 'Equal' Inheritance for All the Kids Doesn't Always WorkHere are four scenarios in which it'd be appropriate for one or more of your children to inherit differently than their siblings.
By Tracy Craig, Fellow, ACTEC, AEP®
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Why So Many Families Are Unprepared for the Great Wealth TransferPassing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.
By Diane Harris
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The Best Travel Rewards Credit Cards for Youcredit cards Pack your bags and earn rewards for traveling. We chose the best cards for airline, hotel and other perks to help you save money.
By Sean Jackson
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How to Talk to Your Adult Kids About Their InheritanceThe Great Wealth Transfer starts with a conversation. Here's how to prepare heirs, reduce future conflict and create a lasting legacy.
By Cameron Huddleston
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This Might Be the Most Underrated Travel Card for SimplicityIf you travel regularly but don't want a card with a ton of hoops to jump through, here's a great solution for you.
By Sean Jackson
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Capital One Venture Rewards: Is the $95 Card Worth It?Capital One Venture Rewards offers flexible miles, travel perks and simple rewards. See what you get for the $95 annual fee and who the card suits best.
By Sean Jackson
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You've Got a Trust: Now Who Should Be the Successor Trustee?You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
By John M. Goralka
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8 Steps to Take When Settling an Estate as the ExecutorBeing the executor of an estate can be overwhelming, but breaking the process down into individual steps can help make it much less daunting.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®)
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How to Choose Your Trustee or Executor of Your WillAbove all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job.
By John M. Goralka
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How to Build Your Financial Fortress: Asset ProtectionAsset protection is more important now than ever. These seven layers of protection can protect your wealth from potential creditors long before claims arise.
By John M. Goralka
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3 Questions to Ask Before Becoming the Grandkids' NannyFree childcare is a great gift, but don't let it ruin your retirement. Ask yourself these three key questions before signing up.
By Donna Fuscaldo
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Are Pharmaceutical Stocks Ready to Take Off?After rough years for pharmaceutical stocks, is now a prime time to buy in? Expert James K. Glassman weighs in.
By James K. Glassman
