Latest
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Could ERC Delays Get Worse if Trump Downsizes the IRS?
IRS The Trump administration’s push to shave down the IRS can impact taxpayers like you.
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Adobe Stock's Path to a 100,000% Return Is Impressive
A little bit of luck and a lot of strategic decision-making has created a massive return for Adobe shareholders.
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Retire Abroad Where 'The White Lotus' Was Filmed
This lush locale is the perfect setting for 'The White Lotus,' season three. You can retire there peacefully without the hit show's murder and mayhem.
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High-Net-Worth Individuals and Estate Planning Under Trump
We don't know what’s going to happen with taxes. Keeping an eye on these issues is imperative so you can make the appropriate moves at the right time.
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Preparing for an Inheritance: Don't Let Your Blessing Become a Curse
A few practical steps, such as establishing your financial independence and asking questions, can help you avoid inheritance pitfalls.
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How to Invest Like the Rich (and Pay Zero Taxes on Gains)
The wealthy favor private equity and credit (and private placement life insurance) for higher returns with no taxes. If you're worth $1 million, you can, too.
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Dealmaking Drives HEICO Stock's 100,000% Return
HEICO has been skillful with mergers and acquisitions over the years and this has resulted in a 100,000% share-price return.
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Caregiving Is a Stealth Retirement Expense for Women: I Should Know
Eldercare takes a toll on everyone, but women's careers tend to suffer more — with dire consequences over the long term.
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Listed: 3 Homes for Retiring in Portland, Maine
Three real estate listings in Portland, Maine.
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The Golden Window: A Top Tax Strategy for the Right Retirees
Maximize your retirement savings and minimize your tax burdens by taking advantage of the strategic 'Golden Window' before Social Security and RMDs begin.
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Roth or Traditional? Seven Considerations for High Earners
Retirement savings and taxes are a minefield — and the higher your income, the more complicated the options. Use these tips to find your way forward.
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The Social Security Fairness Act: Good News for Retirees?
Millions will be affected by new rules that boost Social Security benefits. But if you qualify, there may be knock-on effects on your retirement cash flow.
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Exceptional Returns With Hybrid Investing
Sponsored Whittier Trust’s internal investment team selectively partners with outside managers to yield higher returns. We call it our hybrid architecture. Our clients call it the best of both worlds.
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Worst States to Retire in 2025 if You Hate Paying Taxes
State Taxes Relatively high tax burdens make these places the worst states to retire in 2025.
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How to Calculate RMDs (Required Minimum Distributions) for IRAs
required minimum distributions (RMDs) Understand when and how to calculate RMDs and avoid stiff penalties from your tax-deferred IRA.
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Costco Next: The Open Secret of Costco Shopping
Costco Costco Next is a specialty shopping zone on Costco's website that has highly curated products at discounted prices.
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Kiplinger Housing Outlook: Existing Home Sales Fall Again
Economic Outlooks Home prices keep rising, but the rate of increase continues to slow.
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Credit Cards With No Foreign Transaction Fees
Enjoy traveling abroad? Find a credit card with no foreign transaction fees or your spending could add up to a big chunk of change.
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Delay Social Security Benefits — Even by a Month — to Boost Your Check
social security You don't need to wait an entire year beyond your full retirement age to earn delayed retirement credits.
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Roth 401(k) Contribution Limits for 2025
retirement plans The Roth 401(k) contribution limit for 2025 increased, and workers who are 50 and older can save even more.
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Can I Stop Social Security and Restart it Later? Ditch the Regret
Get a Social Security do-over. Learn how to stop and restart Social Security.
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Kiplinger Energy Outlook: Gas Prices Holding Steady For Now
Economic Forecasts Prices at the pump are above the lows hit earlier this winter, but not by much.
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If You'd Put $1,000 Into Walmart Stock 20 Years Ago, Here's What You'd Have Today
Walmart Walmart stock has been a buy-and-hold bust over the past couple of decades.
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Traditional IRA Basics: 10 Things to Know to Build Wealth
Basics A traditional IRA can be a powerful retirement-savings tool but you need to understand contribution limits, RMDs, rules for beneficiaries under the SECURE Act and more.
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Illinois Tax Guide
State Tax Illinois state tax rates and rules for income, sales, property, fuel, cigarette, and other taxes that impact residents.
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Save More with Tax Credits for Energy-Efficient Home Improvements While You Still Can
Tax Breaks Energy-efficient tax credits for home improvements were extended and expanded under the Inflation Reduction Act. But that could change under the Trump administration.
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Best No-Penalty CD Rates: Lock in Rates Over 4%
No-penalty CDs give you the best of both worlds. You'll earn a healthy rate of return with the ability to take some withdrawals throughout the term.
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Five Scary Things the IRS Can Do If You Owe Back Taxes
Tax Law Traveling in 2025? The IRS can take your passport (and house) if you don’t pay your tax bill.
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Five Reasons Why You Should Review Your Medicare Advantage Plan Before Open Enrollment Ends
Medicare Advantage enrollees have until March 31 to make changes to their selections.
