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Six Ways High-Income Earners Can Optimize Their Tax Strategy
Reduce your tax liabilities by following these expert-recommended tips.
By Kiplinger Advisor Collective Published
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Most Livable Cities 2024: How Does Your Town Rank?
California, Virginia, and New Jersey are home to some of the most livable cities in America. The AARP study ranked Great Neck Plaza, NY, first overall.
By Kathryn Pomroy Published
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Here's Why You Shouldn't Put All Your Money Into Roth IRAs
Converting a tax-deferred account to a Roth can be a good strategy for lowering future taxes, but moving all of your money at once is typically not recommended.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Three Advantages of These Underrated Accounts for Retirees
Using taxable accounts for some retirement savings in the 10 years before and after retirement can give you greater flexibility and benefit your heirs.
By Evan T. Beach, CFP®, AWMA® Published
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Six Steps to Take if Your Insurer Sends You a Non-Renewal Letter
First and foremost, don't procrastinate. Let your insurer know you plan to fix whatever the issue is and then actually follow through on fixing it.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published
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10 Riskiest Places to Give Your Social Security Number
social security Here's how to lower the chances of your number falling into the wrong hands — and what to do if it does.
By Cameron Huddleston Last updated
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Best Healthcare ETFs To Buy Now
ETFs The best healthcare ETFs patch investors into an area of the market that offers both defensive properties and long-term growth.
By Jeff Reeves Last updated
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Five Reasons to Take Social Security Early (and Four Reasons to Wait)
There are sound reasons to take Social Security early. While many experts say it's best to wait until full retirement age to claim benefits, here are some reasons to start early.
By Kathryn Pomroy Last updated
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Best Defensive ETFs to Protect Your Portfolio
ETFs The best defensive ETFs can help ease investors' worries about volatility across the stock and bond markets by prioritizing stability over aggressive profit-making strategies.
By Jeff Reeves Last updated
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If You'd Put $1,000 Into Microsoft Stock 20 Years Ago, Here's What You'd Have Today
Microsoft Microsoft has been an astounding buy-and-hold bet for ages.
By Dan Burrows Last updated
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Boost Your Social Security Benefit Every Month You Delay
social security You don't need to wait an entire year beyond your full retirement age to earn delayed retirement credits.
By Kimberly Lankford Last updated
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If You'd Put $1,000 Into Apple Stock 20 Years Ago, Here's What You'd Have Today
Apple stock is back at record levels, but then AAPL has been a buy-and-hold winner for the ages.
By Dan Burrows Last updated
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6 Cybersecurity Stocks to Buy Now
tech stocks With global security spending continuing to rise, these cybersecurity stocks are worth a closer look.
By Tom Taulli Last updated
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Are Election Jitters Shaking Up Your Investing Strategy?
Many investors are retreating to safer investments until after the election, but doing so could result in missed opportunities. Here's what to do instead.
By Matthew Sommer, Ph.D. CFA® Published
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Don't Wait to Lock In High Estate and Gift Tax Exemptions
One of the most sweeping changes to U.S. tax code in modern history could be on the horizon. Now is the time to maximize the legacy you leave your loved ones.
By Ralph W. Stockemer Published
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Six Steps to Plan Your Charitable Giving
If you have money to give to causes you care about, a planned giving strategy can help boost the impact of your donations. Consider these steps to get started.
By Adam Frank Published
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Nine Things to Keep in a Home Safe
Put these valuables in a home safe, not a bank safety deposit box (or under a mattress). You'll be glad you did.
By Donna LeValley Last updated
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What Is Liability Insurance and What Does It Cover?
insurance Liability insurance protects you if you injure someone else or damage their property with your car.
By Donna LeValley Last updated
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CDs vs Bonds: Which Is Better for You?
Comparing the benefits of CDs and bonds
By Donna LeValley Last updated
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Kiplinger GDP Outlook: Economy is Poised to Downshift
Economic Forecasts GDP growth was likely solid, but the economy is poised to downshift to 2.0% quarterly through 2025.
By David Payne Last updated
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If You'd Put $1,000 Into Google Stock 20 Years Ago, Here's What You'd Have Today
Google parent Alphabet has been a market-beating machine for ages.
By Dan Burrows Published
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Best Index Funds for a Low-Priced Portfolio
ETFs Index funds are popular thanks to their low fees and wide diversity of stock selections. Here are nine that stand out.
By Will Ashworth Last updated
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How a Financial Adviser Can Help You Sleep at Night
When it comes to your money and planning for your retirement, legacy and more, you might need a professional to help you stay on top of it all.
By Neale Godfrey, Financial Literacy Expert Published
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Debunking the Myth of the Silver Spoon
Just because your family is wealthy doesn't mean life's all smooth sailing for your kids. When family dynamics are complicated, communication is key.
By Elizabeth Chand, Esq. Published
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Try the 6 to 1 Grocery Shopping Method to Save Time and Money
The 6 to 1 Grocery Method can help you save money, reduce waste and eat healthier.
By Erin Bendig Last updated
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How To Convert a Traditional IRA to a Roth After 60
retirement You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have taxing consequences.
By Kimberly Lankford Last updated
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10 Things You Should Know About Bonds
Investing for Income Bonds can be more complex than stocks, but it's not hard to become a knowledgeable fixed-income investor.
By Anne Kates Smith Last updated
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Best Jobs for Retirees
retirement Your career job is ending. It’s time to consider how to earn extra cash in retirement by doing the work you’ve always wanted to do.
By Bob Niedt Last updated
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The Tax Rules to Consider Before Buying an Annuity
Annuities can play a valuable role in your retirement plan — as long as the tax implications have been properly factored in. Here's an outline of the key rules.
By Carlos Dias Jr., Wealth Adviser Published