Latest
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What Are Your Chances of an IRS Audit? 18 Audit Red Flags
Tax Returns These red flags could increase your chances of the IRS selecting your return for audit.
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What to Know About the Five-Year Rules for Roth IRAs: The Kiplinger Tax Letter
Kiplinger Tax Letter It’s vital to know when the five-year clock starts for tax-free and penalty-free earnings.
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Best High-Yield Savings Accounts — January 2025
Our round-up of the top earning high-yield savings accounts available now. Although rates have dropped since their peak, you can still find APYs close to 5%.
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North Carolina Tax Guide
State Tax State tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact North Carolina residents.
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How Another Trump Presidency Will Impact the Stock Market in 2025
President Trump will have little direct impact on the stock market, but his policies, initiatives and posts certainly can make prices move. Here's how.
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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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5 Steps to Take to Get Money Back from a Trip Gone Awry
Five steps to take if travels go awry and you need to get money back.
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The Standard Deduction: What You Need to Know for 2024 and 2025
Tax Breaks Most people claim the standard deduction on their federal tax return instead of itemizing deductions. How much can you claim?
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Do You Stop Paying Taxes on Social Security at a Certain Age?
Social Security There’s some confusion over whether you can escape taxes on Social Security benefits based on age.
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How to Deal With Property Insurance Claims After Wildfires
There are right ways to deal with your insurance company, and there are ways that will slow down the process. Here's how to do it the right way.
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How To Manage Retirement Savings When Living Abroad
Retiring abroad can be a dream come true if you have a good grip on your finances. Here's what you need to know to make it a reality.
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What is the Gift Tax Exclusion for 2024 and 2025?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
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Irrevocable Trusts: So Many Options to Lower Taxes and Protect Assets
Irrevocable trusts offer nearly endless possibilities for high-net-worth individuals to reduce their estate taxes and protect their assets.
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How to Set the Price to Sell Your Home
real estate If you're selling your home, setting the right price is crucial. Don't overprice or you'll scare away prospective buyers.
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SALT Deduction: Three Things to Know
Tax Deductions Changes to the state and local tax deduction and the looming TCJA expiration have brought this tax break into the spotlight.
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12 Great Places to Retire in the Midwest
places to live Here are our retirement picks in the 12 midwestern states.
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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 APY? Here's How to Score the Highest Rates
Savings Here's everything you need to know about APY, the important factor in how much your savings could earn in a year.
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How to Save on Homeowners Insurance: Boost Your Deductible
insurance Boost your home-insurance deductible and you’ll not only reduce your premiums but also avoid filing small claims that could cause a rate hike.
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Eight Ways Trump Could Change Your Retirement
From Social Security to Medicare and beyond, Trump could change your retirement in ways you may not expect.
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How to Organize Your Financial Life (and Paperwork)
To simplify the future for yourself and your heirs, put a financial contingency plan in place. The peace of mind you'll get is well worth the effort.
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Financial Confidence? It's Just Good Planning, Boomers Say
Baby Boomers may have hit the jackpot money-wise, but many attribute their wealth to financial planning and professional advice rather than good timing.
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Ready to File Taxes? What to Do Before the IRS Starts Accepting Returns
Filing Taxes Now is a good time to review your financial situation and prepare to file your 2024 federal income tax return.
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Average Health Care Costs by Age: Can You Afford It?
Expect to pay more as you age. We've got solutions for how to cover these costs, which can exceed $1,000 per month in your 60s.
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Will You Be Able to Afford Your Dream Retirement?
You might need to save more than you think you do. Here are some expenses that might be larger than you expect, along with ways to ensure you save enough.
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Three Steps to Simplify Paying Your Taxes in Retirement
Once you retire, how you pay some of your taxes can change. Here's how to get a handle on them so you don't run afoul of the IRS and face penalties.
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How the EV Tax Credit Works
Tax Credits The EV federal tax credit of up to $7,500 can be complicated. Here's what you should know.
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The IRS is Pursuing Partnerships and Their Owners
The Tax Letter The IRS has many enforcement priorities, and partnership tax noncompliance is near the top of that list.
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Should You Add an Annuity to Your Retirement Portfolio in 2025?
In need of some guaranteed income? An annuity may be the answer if you check off any of these boxes.
