how-to
Latest
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How to Prepare to Work with a Financial Planner
Financial Planning Start off on the right foot by getting your financial ducks in a row before your first meeting. Here are some handy pointers for kick-starting a productive relationship.
By Kevin R. Keller, CAE Published
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How to Use a Put Option Overlay to Minimize Market Risk
investing Stock market volatility is back, and some investors are on edge. While they’re not for everyone, put options could help protect stock gains from a strong market pullback.
By Michael Aloi, CFP® Published
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How to Achieve Your 2022 New Year's Resolutions
Brandon Copeland You've already made your New Year's resolutions. Atlanta Falcons linebacker and Kiplinger contributing editor Brandon Copeland explains how you can stick with them and accomplish them.
By Brandon Copeland Published
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How to Cut Your 2021 Tax Bill
Tax Breaks Our guidance could help you claim a higher refund or reduce the amount you owe.
By Sandra Block Published
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How to File Your Taxes for Free
tax filing If you had adjusted gross income of $73,000 or less in 2021, you can e-file your federal return without charge.
By Sandra Block Published
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4 Tips on How to Build a Better Bond Position
bonds In a world where stock markets keep setting records, bonds look quite dull in comparison. But don’t give up on them! Polish up your bond portfolio using these strategies.
By Michael Aloi, CFP® Published
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How to Know When You Can Retire
retirement You’ve scrimped and saved, but are you really ready to retire? Here are some helpful calculations that could help you decide whether you can actually take the plunge.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) Published
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How to Ask for a Pay Raise in 5 Easy Steps
careers When it comes to asking your boss for more money, all you need is good timing and the right preparation.
By Erin Burt Published
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How to Handle an Increase in Your Long-Term Care Premiums
long term care insurance The cost of long-term care insurance keeps rising, and if your premiums are becoming unaffordable you should know that you have options. Here are five ways to help handle a premium increase.
By Marguerita M. Cheng, CFP® & RICP® Published
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How to Donate Money and Reduce Your Taxes This Holiday Season
Charity Three tax-smart ways to give back include QCDs, direct gifts and gifting of appreciated shares.
By Marcy Keckler, CFP®, CRPC® Published
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Low Interest Rates Got You Down? How to Boost Your Returns on Cash Savings
banking If you’ve got a lot of money sitting in cash, it could be worth looking into using a cash management system to find a better rate of return. Let it do the work while you reap the rewards.
By Taylor Schulte, CFP Published
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How to Nix Checking Fees
Making Your Money Last Strictly free accounts aren’t the only way to bank - almost all banks and credit unions offer ways around paying fees.
By Rivan V. Stinson Published
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How to Turn Your Retirement Account Into a 'Personal Pension Plus'
annuities Just as you insure your home against the risk of fire and flood, so too can you insure another of your most valuable investments from risk: your retirement savings.
By Edward J. Mercier Published
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How to Help Tornado Victims (Safely)
Scams Help is needed, and getting it there quickly matters, but make sure your well-intentioned charity doesn’t end up in the wrong pockets.
By Sandra Block Published
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Every Dollar Counts: How to Evaluate a Nonprofit
Charity The 10 questions you should ask before making a donation this year.
By Gillian Howell Published
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Bias at Work: How to Defuse a Ticking Time Bomb in Your Organization
careers An interview with the author of the book “Bias Interrupted” reveals hidden signs of bias in the workplace and offers ideas for what to do to help correct it.
By H. Dennis Beaver, Esq. Published
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How to Choose the Right Payment App
banking Using PayPal, Venmo, Zelle and other apps is convenient, but there are pros and cons to each.
By Lisa Gerstner Published
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How To Protect Your Retirement Portfolio Against Market Pullbacks
retirement planning Would you be ready if stocks start to slide? It’s bound to happen one day or another, and here’s what you can do to prepare for it.
By Adam Lampe Published
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Here's How to Invest in the Robotic Chefs That Are Ready to Take Over the Fast Food Game
Sponsored Content from Miso Robotics
By Staff Published
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How to Hire People with Disabilities (and Why It’s Smart!)
small business America’s post-pandemic recovery offers a unique opportunity for employers to create an inclusive workplace.
By Diane M. Winiarski, Certified Rehabilitation Counselor, Certified Disability Management Specialist Published
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Could the Stock Market Crash for Real? Here’s How to Prepare
investing After a long march to record heights, the stock market tripped into correction territory in January. How should you react? Thoughtfully.
By Jeff Harrell, CFA® Published
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How to Restructure Your Assets to Qualify for Medicaid
health insurance Several types of special income trusts and other strategies can be helpful when trying to protect your family’s assets from the devastating costs of long-term care.
By Martin Schamis, CFP® Published
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How to Talk About Money With Your Children
Brandon Copeland Atlanta Falcons linebacker and Kiplinger contributing editor Brandon Copeland discusses how to engage with children on spending, investing and other money topics.
By Brandon Copeland Published
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How to Protect Your Retirement from a Market Downturn
retirement planning If the stock market’s recent swings have you more than a little nervous, to sleep better at night, here are some do’s and don’ts for these volatile times.
By Scott Hefty, CFP®, ChFC® Published
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How to Balance Saving for Retirement and Your Kids’ Education
college Achieving your goals takes patience and time – but starting early will give you a big edge. And while it may feel unnatural, put yourself (and your retirement) first.
By Brian Spinelli, CFP®, AIF® Published
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How to Cash In on Sports Gambling
Becoming an Investor Some 27 states have launched sports-betting markets, 11 of them online. Another five have passed laws to do so.
By James K. Glassman Published
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Estate Planning for Pets: How to Protect Your Furry Friends
estate planning Where would your pets go if something happened to you? Who would take care of them, and how would their costs be covered? A pet trust could be the answer.
By Peggy R. Hoyt, J.D., M.B.A., B.C.S. Published
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Gen X: How to Make Sure Your Future Self Remains Funded
personal finance If you’re a Gen Xer, like me, now might be the right time to talk to a financial professional to learn more about how to adjust your retirement planning strategy.
By Dylan Tyson Published
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How to Complain (and Get Results), with Emma Patch
Basics In today's customer-service environment, getting through and getting results takes determination — and skill. We'll talk about techniques to help you get help.
By David Muhlbaum Published