Latest
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Registered Social Security Analyst: The Retirement Professional You Didn’t Know You Needed
The services of a Registered Social Security Analyst (RSSA) are often overlooked. Yet, for those planning for retirement, nearing or already retired, an RSSA can be an invaluable resource.
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Should You Hire a Public Adjuster for Your Insurance Claim?
As natural disasters strike more often, insurance clients are asking, 'What should I do, or who should I hire, if my insurance company is jerking me around?'
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Tips to Help Entrepreneurs Create Self-Sustaining Businesses
With the right processes and people in place, a truly sustainable business can be efficiently passed on to a successor and run profitably on its own.
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Navigating Annuity Taxation: A Guide for Financial Advisers
Understanding the essentials of taxation in retirement income strategies involving annuities helps ensure positive outcomes for clients.
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How Google Reviews Can Help (or Hurt) Financial Advisers
Don't leave your Google Business Profile unclaimed — someone else can make changes if they claim it. Also, here's what you can (and cannot) do with the reviews.
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Vanguard Money Market Funds: What You Need to Know
investing Vanguard money market funds are useful asset storage tools. Here, we break down what you need to know about the firm's six offerings.
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CD vs. High-Yield Savings Account: Which is better?
Deciding between a CD vs. high-yield savings account? Here's how to choose based on your savings goals.
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What Is the Buffett Indicator?
"It is better to be roughly right than precisely wrong," writes Carveth Read in "Logic: Deductive and Inductive." That's the premise of the Buffett Indicator.
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This One Area of Americans' Retirement Readiness Gets a Bad Grade
Millions of Americans score poorly on retirement readiness due to this Achilles' heel. Are you prepared?
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REAL ID Deadline: What You Need by May 7, 2025
Worried about needing a REAL ID soon? Learn more about the requirement, how to get your ID and valid REAL ID alternatives.
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Tax Time: Does Your Kid Influencer Owe Taxes?
State Tax Some minors are making big money on social media. Here’s how to know if they need to file taxes.
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Florida Tax Deadline Extension for 2025: What You Need to Know
Tax Deadlines If you live in Florida the IRS has extended your federal income tax deadlines.
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10 Major AI Companies You Should Know
These 10 AI companies are at the forefront of machine learning. Find out how they’re driving innovation and jostling to be the biggest players in the game.
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How Baby Boomers and Gen Xers Are Redefining Retirement Living
Both generations need to embrace change and leverage real estate as a dynamic asset in their retirement planning. Here's how financial advisers can help, too.
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How Good Advisers Manage Risk in Challenging Markets
They understand the difference between what might be real challenges to an investor's strategy and fear brought on by market volatility.
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Will Your State End Tax on Tips This Year?
State Tax While President Trump spearheads federal talk on tips, several key states are considering ending taxes on tip income.
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What Time Is the Tax Deadline?
Tax Day If you like to wait until the last possible minute to file your tax return, you should at least know how much time you have.
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All 30 Dow Jones Stocks Ranked: Buy, Sell or Hold?
blue chip stocks UnitedHealth Group, Nvidia and Amazon.com are Wall Street's top Dow Jones stocks to buy now. Some other names might surprise you.
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When Is the Next Fed Meeting?
The FOMC is expected to keep interest rates unchanged at the next Fed meeting.
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The Best Places for LGBTQ People to Retire Abroad
LGBTQ people can safely retire abroad, but they must know a country’s laws and level of support — going beyond the usual retirement considerations.
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Financial Planning's Paradox: Balancing Riches and True Wealth
While enough money is important for financial security, it does not guarantee fulfillment. How can retirees and financial advisers keep their eye on the ball?
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A Confident Retirement Starts With These Four Strategies
Work your way around income gaps, tax gaffes and Social Security insecurity with some thoughtful planning and analysis.
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6 Stunning Waterfront Homes for Sale Around the US
From private peninsulas to lakes, bayous and beyond, Kiplinger's "Listed" series brings you another selection of dream homes for sale on the waterfront.
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Six Reasons to Disinherit Someone and How to Do It
Whether you're navigating a second marriage, dealing with an estranged relative or leaving your assets to charity, there are reasons to disinherit someone. Here's how.
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Should You Still Wait Until 70 to Claim Social Security?
Delaying Social Security until age 70 will increase your benefits. But with shortages ahead, and talk of cuts, is there a case for claiming sooner?
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Retirement Planning for Couples: How to Plan to Be So Happy Together
Planning for retirement as a couple is a team sport that takes open communication, thoughtful planning and a solid financial strategy.
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Market Turmoil: What History Tells Us About Current Volatility
This up-and-down uncertainty is nerve-racking, but a look back at previous downturns shows that the markets are resilient. Here's how to ride out the turmoil.
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Kiplinger Energy Outlook: Gas Prices Coming Down Amid Trade War
Economic Forecasts Fears of a global economic slowdown have weighed on crude oil prices. Drivers can expect cheaper fill-ups.
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How to Find the Best Jumbo CD Rates
The market is still favorable for savers. And if you have a lot of cash and want to earn a healthy rate of return risk-free, a jumbo CD is a smart choice.
