Latest
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The 'Rule of 25' for Retirement Planning: Start Here
Try the simple calculation of the 'Rule of 25.' Because sometimes, a back-of-the-napkin idea is all you need to get started.
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Within Five Years of Retirement? Five Things to Do Now
If you're retiring in the next five years, your to-do list should contain some financial planning and, according to current retirees, a few life goals, too.
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The Home Stretch: Seven Essential Steps for Pre-Retirees
The decade before retirement is the home stretch in the race to quit work — but there are crucial financial decisions to make before you reach the finish line.
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Is Walmart Plus Worth It?
There are tons of exciting Walmart Plus benefits – but are they worth the $98 annual fee?
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My Great Retirement Dream: Sell My House, Downsize, Live off the Proceeds and Dabble in Stocks. Can I Do It?
I ask an expert financial planner if my retirement dreams are realistic — or if my head is in the clouds.
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Five Trusts You Need to Know About and the Best Time to Use Them
You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.
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Ask the Editor: Reader Questions on 529 plans
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions related to 529 plans.
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Doing This With Your 401(k) Could Cost You $18,000
Your old 401(k) accounts may be slowly bleeding money — because the power of compounding can work against you, too.
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Three Options for Retirees With Concentrated Stock Positions
If a significant chunk of your portfolio is tied up in a single stock, you'll need to make sure it won't disrupt your retirement and legacy goals. Here's how.
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Four Reasons It May Be Time to Shop for New Insurance
You may be unhappy with your insurance for any number of reasons, so once you've decided to shop, what is appropriate (or inappropriate) timing?
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Before You Remarry: 10 Important Things to Consider
Remarry carefully, because love gets complicated the second time around.
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Best Dividend Kings for Decades of Dividend Growth
dividend stocks Dividend Kings are the crème de la crème of dividend growers and should be top of mind for any investor who puts income stability above all else.
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The Best Travel Rewards Credit Cards for You
credit 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.
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5 Stocks to Buy for a Trump Presidency
The second Trump presidency is well underway and these five stocks are set to benefit.
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5 Retirement Tips to Help Women Take Control of Their Future
It's a mistake to let someone else make all your financial decisions. You can take control of your finances by reviewing the basics of a good retirement plan.
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Verizon’s Free iPhone Deal: What to Know Before You Switch or Upgrade
Verizon is offering a free smartphone — including the latest iPhones — with any myPlan, plus a three-year price lock. But is it really the best deal for you?
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The Average Monthly Social Security Check: March 2025
The average monthly Social Security check amount might surprise you. Here's a look at the numbers and why they matter.
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The Best 3-Year CDs of 2025
Savings Do you want to set money aside and earn a rate outpacing inflation? See our top 3-year CD picks.
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Married? Five Ways to Ensure Your Estate Plans Work in Tandem
Getting on the same page now means fewer potential problems when it counts.
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12 Investments No Retiree Should Make
In retirement, when it's wise to take fewer risks with your nest egg, some investments are just nuts.
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My Advice for Enrolling in Medicare Part B — Based on Experience
Enrolling in Medicare is notoriously complicated and can result in penalties if you get the timing wrong. Here are some valuable tips for first-timers.
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Before You Invest Like a Politician, Consider This Dilemma
As apps that track congressional stock trading become more popular, investors need to take into consideration some caveats.
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How to Put Together Your Personal Net Worth Statement
Now that tax season is over for most of us, it's the perfect time to organize your assets and liabilities to assess your financial wellness.
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Arizona Retirement: Nine Things You Must Know
retirement The Grand Canyon State offers so much more than that gorgeous hole in the ground. Check out whether you'd like to spend your golden years in this southwestern state.
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How Much Umbrella Insurance Do I Need?
umbrella insurance Having too much liability insurance is better than having too little. Use our calculator to determine how much umbrella insurance is right for you.
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Best Dividend ETFs to Buy Now
ETFs Are you a set-it-and-forget-it income investor? These dividend ETFs generate case through a variety of long-term strategies.
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Which Town in Connecticut Is Right for You? Our five Favorite Options
Connecticut is one of the top places to live in the U.S., but how do you pick which town to settle in? These CT communities offer something for everyone.
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5 Surprising Costco Perks You Can Access Without a Membership
Smart Buying Think you need a membership to benefit from Costco's deals? Discover five services and products that non-members can access.
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The Eight Key Milestone Ages In Retirement
These eight milestone ages mark your eligibility for significant retirement benefits, including catch-up contributions and required actions, such as taking RMDs at age 73.
