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I'm a Financial Pro Focused on Federal Benefits: These Are the 2 Questions I Answer a Lot

Many federal employees ask about rolling a TSP into an IRA and parsing options for survivor benefits, both especially critical topics.

Private Credit Can Be a Resilient Income Strategy for a Volatile Market: A Guide for Financial Advisers

Private Credit Can Be a Resilient Income Strategy for a Volatile Market: A Guide for Financial Advisers

Advisers are increasingly turning to private credit such as asset-based and real estate lending for elevated yields and protection backed by tangible assets.

I Retired at 63 to Enjoy My Free Time but My Grown Kids Want Help With Child Care. I Love My Grandkids, but It's Too Much. What Should I Do?

I Retired at 63 to Enjoy My Free Time but My Grown Kids Want Help With Child Care. I Love My Grandkids, but It's Too Much. What Should I Do?

We asked therapists and relationship experts for advice.

From analysis to the latest developments in health,
read the most diverse news in one place.

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5 RMD Mistakes That Could Cost You Big-Time: Even Seasoned Retirees Slip Up

The five biggest RMD mistakes retirees make show that tax-smart retirement planning should start well before you hit the age your first RMD is due.

I'm a Wealth Adviser: My 4 Guiding Principles Could Help You Plan for Retirement Whether You Have $10,000 or $10 Million

Regardless of your net worth, you deserve a detailed retirement plan backed by a solid understanding of your finances.

A Retirement Triple Play: These 3 Tax Breaks Could Lower Your 2026 Bill

Good news for older taxpayers: Standard deductions are higher, there's a temporary 'bonus deduction' for older folks, and income thresholds have been raised.

How Much Would a $50,000 HELOC Cost Per Month?

Thinking about tapping your home’s equity? Here’s what a $50,000 HELOC might cost you each month based on current rates.

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My First $1 Million: Self-Employed Trader, 50, San Francisco

My First $1 Million: Self-Employed Trader, 50, San Francisco

Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.

Think You Know How to Be Happy in Retirement? These 9 Stats Might Surprise You

Think You Know How to Be Happy in Retirement? These 9 Stats Might Surprise You

When it comes to your retirement happiness, don't believe everything you hear. We've turned to solid research for the facts on finding your bliss in retirement.

If You're Retired or Soon-to-Be Retired, You Won't Want to Miss Out on These 3 OBBB Tax Breaks

If You're Retired or Soon-to-Be Retired, You Won't Want to Miss Out on These 3 OBBB Tax Breaks

The OBBB offers some tax advantages that are particularly beneficial for retirees and near-retirees. But they're available for only a limited time.

Waiting for Retirement to Give to Charity? Here Are 3 Reasons to Do It Now, From a Financial Planner

Waiting for Retirement to Give to Charity? Here Are 3 Reasons to Do It Now, From a Financial Planner

You could wait until retirement, but making charitable giving part of your financial plan now could be far more beneficial for you and the causes you support.

Are You Ghosting Your Finances? What to Do About Your Money Stress

Are You Ghosting Your Finances? What to Do About Your Money Stress

Avoidance can make things worse. You can change your habits by starting small, talking with a family member or friend and being consistent and persistent.

Stocks Keep Climbing as Fed Meeting Nears: Stock Market Today

Stocks Keep Climbing as Fed Meeting Nears: Stock Market Today

A stale inflation report and improving consumer sentiment did little to shift expectations for a rate cut next week.

Crypto Trends to Watch in 2026

Crypto Trends to Watch in 2026

Cryptocurrency is still less than 20 years old, but it remains a fast-moving (and also maturing) market. Here are the crypto trends to watch for in 2026.

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Original Medicare vs Medicare Advantage Quiz: Which is Right for You?

Take this quick quiz to discover your "Medicare Personality Type" and learn whether you are a Traditionalist, or a Bundler.

Ask the Editor, December 5: Capital Gains and Tax Planning

In this week's Ask the Editor Q&A, Joy Taylor answers questions on capital gains tax rates and end-of-year tax planning

Time Is Running Out to Make the Best Moves to Save on Your 2025 Taxes

Don't wait until January — investors, including those with a high net worth, can snag big tax savings for 2025 (and 2026) with these strategies.

I'm an Insurance Pro: If You Do One Boring Task Before the End of the Year, Make It This One (It Could Save You Thousands)

Who wants to check insurance policies when there's fun to be had? Still, making sure everything is up to date (coverage and deductibles) can save you a ton.

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4 Smart Ways Retirees Can Give More to Charity, From a Financial Adviser

For retirees, tax efficiency and charitable giving should go hand in hand. After all, why not maximize your gifts and minimize the amount that goes to the IRS?

Small Caps Hit a New High on Rate-Cut Hope: Stock Market Today

Odds for a December rate cut remain high after the latest batch of jobs data, which helped the Russell 2000 outperform today.

Is a New $25,000 Health Care Tax Deduction Coming in 2026?

A proposal from GOP Sen. Josh Hawley is adding to the chatter about health care affordability.

Are You Middle-Class? Here's the Most Tax-Friendly State for Your Family

We found the state with no income tax, low property tax bills, and exemptions on groceries and medicine.

Should You Tap Your Home Equity Before 2026?

As borrowing rates and tax law shifts converge, here's what homeowners need to know before pulling equity out of their home.

What Investors May Face in the New Year: Interview

Keith Lerner, the chief market strategist and chief investment officer for Truist Wealth, speaks with Kiplinger.

My Adult Child Was Laid Off. Can We Discuss It Without Ruining the Holidays?

We asked mental health and financial experts for advice.

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