Features

3 Financial Hurdles Coming Up for Women: How to Overcome Them

From the widow's penalty to higher health costs, women will encounter a host of money worries over the course of a lifetime. You need a robust financial plan.

By Tony Drake, CFP®, Investment Advisor Representative

Winning an Exit: What Small Businesses Can Learn from Meta

How can business owners exit their company with a proper valuation and no regrets? Meta's billion-dollar acquisition of a small AI firm provides a clue.

By Kempten Schwab

5 New Retirement Rules Taking Effect in 2026

Sponsored by American National

Retirement planning in 2026 comes with new contribution limits, tax breaks and health care changes. Here's what savers and retirees need to know.

By Jacob Schroeder

Is AI-Generated 'Workslop' Ruining Your Work Relationships?

A coworker's poor work that was generated by AI and not edited for accuracy or quality is the latest headache in the workplace. You address it without drama.

By Allison Gerrard

Should we fund our grandchild's 529 or our retirement?

We're 54 with $1.8 million saved. My wife wants to start a college fund for our grandchild, but I think we should keep funding our retirement. Who is right?

By Maurie Backman

Are Annuities Safe? An Industry Expert Explains the Risks

Different types offer different levels of potential risk. Here's how to choose wisely, from an annuities pro.

By Ken Nuss

Nearing Retirement? Why 'Refirement' Is a Better Philosophy

Get fired up about your upcoming retirement by reframing this new chapter of life as a chance to redeploy your purpose, rather than retreat from it.

By Hilton Lamprecht

5 Smart Strategies to Create Your Retirement Paycheck Without the Stress, From a Financial Planner

The most resilient income plans layer multiple sources of predictable income and growth-oriented assets to help ensure immediate cash flow and long-term flexibility.

By Jeff Judge, CFP®, ChFC®, CLU®, AEP®

In or Near Retirement? 4 Recent Tax Changes You Need to Know

The tax landscape has changed yet again, thanks to the OBBBA and SECURE 2.0, and four developments are particularly important for anyone in or near retirement.

By Evan T. Beach, CFP®, AWMA®

10 Cheapest Places to Live in North Carolina

Property Tax From the Blue Ridge Mountains to the Outer Banks, we ranked the NC counties with the lowest property taxes in 2026.

By Kate Schubel

Buying a Home This Year? 3 Moves to Make Before the Next Fed Meeting

A few smart financial moves now can help you qualify for better mortgage terms and act quickly if the market shifts.

By Choncé Maddox

‘Solo Agers’ Are Thriving on Their Own Terms

Millions of retirees choose independence over isolation. If you're a "solo ager," your retirement can be secure and rewarding.

By Elaine Silvestrini

My First $1 Million: Retired Physician, 52, Chicago

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

5 Legal 'Loopholes' the IRS Wishes You Didn't Know

From opening stealth retirement accounts to strategic charitable giving, there are plenty of ways you can cut your taxes every year, and they're perfectly legit.

By Lawrence Sprung, CFP®, CEPA®

Want to Quit the 9-to-5? This 8-Point Plan Can Get You There

Leaving your job to step out on your own is doable, but you'll need a concrete financial plan to get there. This checklist can see you through the process.

By Anthony Martin

Does Your Retirement Portfolio Resemble a Junk Drawer? Here's How to Clean It Up

This retirement planning approach simplifies your decisions, improves your tax efficiency and provides you with peace of mind. This is how it works.

By Robert Martin

Confident Retirement Planning Starts With These 5 Habits

These habits, gleaned from a survey of financially savvy adults, can help increase your confidence and guide your planning as you head toward retirement.

By Michael Pappis, CFP®

States That Won't Tax Your Death

Estate Taxes How much will your children — or other heirs — pay when you die? That depends on whether you live in a state with no death tax.

By Katelyn Washington

The Five Best Cruise Lines for Retirees

Retirement is an ideal time for cruising. Check out the five best cruise lines for comfort, ease and unforgettable experiences.

By Kathryn Pomroy

Retire at Sea: Why a Luxury Cruise Ship Could Be Your Dream Home

Ready to retire on a luxury cruise ship? Turn your golden years into an epic journey by calling a cruise ship home and exploring the world by sea.

By Erin Bendig

20 Ways to Clean Up Your Finances This Spring

Spring cleaning is therapeutic and stops costly problems from building up around the home. Why not tackle the dusty corners of your finances at the same time?

By Lisa Gerstner

QUIZ: Are You Ready To Retire At 60?

Are you in a good position to retire at 60? Find out with this quick quiz.

By Donna Fuscaldo

Kiplinger Retail Outlook: Underlying Consumer Spending Is Still OK

Economic Forecasts Sales were flat in both December and January, though widespread January storms likely hindered spending.

By David Payne

Exports have held up reasonably well despite tariff disputes

Forecasts Kiplinger's latest forecast on trade: U.S. exports, imports and our net trade deficit.

By Rodrigo Sermeño

Why Your 401(k) Gift Could Be a Retirement Trap For Your Kids

It’s natural to want to share your retirement nest egg with family. Learn how to give generously without putting your own financial security or tax bracket at risk.

By Donna Fuscaldo

Health Care Costs: What You Can Expect to Pay and How to Save

health insurance From premiums to co-pays, health care is one savings goal you can't afford to ignore. Understanding how high-deductible health plans and HSAs work may help.

By David Jaeger, CFP®

Tired of Unwanted Calls? Thwart the Robocaller Invasion

Scams Consumers have options in the fight to help keep these infuriating interruptions at bay. Plus, what you can do if you answer a call by mistake.

By Martin Baker, CFP®, CEPA®