Kiplinger
255 stories
Retirement Pool Debate
Retirees debate $80,000 pool for grandkids: math works but mental costs may outweigh benefits.
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Social Security Tax Cap Rises for 2027
High earners face higher Social Security taxes starting in 2027.
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Stocks Rally as Tech Slumps
Tech stocks dip while broader markets climb.
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Tax Pro vs Planner: Your Strategy or Just Filing?
Your tax pro might be filing, not planning. Here's how to spot the difference.
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New DOT Rule Reduces Flight Delay Compensation
A new DOT rule cuts your refund rights for flight delays by removing 10 scenarios from airline-controlled delays.
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Medicare Mistakes Retirees Make
Retirees often make costly Medicare errors: avoid 5 common pitfalls with this guide.
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Social Security Claiming Age
Mexican pension changes Social Security claiming strategy for U.S. accountant.
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Nasdaq Drops as AI Drives Price Hikes
AI-linked price pressures trigger Nasdaq plunge amid rising consumer costs.
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East of Eden Stars on Inheritance Conflicts
East of Eden actors Joseph Zada and Joe Anders reveal how sibling inheritance conflicts could arise.
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529 Plan Rollovers Could Boost Retirement Savings
A Senate bill removes the $35,000 lifetime cap on 529 plan rollovers to Roth IRAs, potentially turning unused college savings into retirement windfalls.
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AI Bubble Risks
AI spending creates a bubble like past industrial projects, risking tech giants' finances.
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Retiring With a Pension: 7-Point Checklist for Lifelong Savers
Lifelong savers with pensions can confidently enjoy wealth using this 7-point checklist.
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Leave Monthly Paycheck to Kids for Life with Annuities
Annuities guarantee lifelong monthly payments to heirs without tax penalties or early withdrawal fees.
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First Meeting With Financial Adviser: Preparation Guide
How to prepare for your first financial adviser meeting without stress.
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2027 Social Security COLA Set at 3.6%
Social Security's 2027 cost-of-living adjustment will rise 3.6% for retirees, matching economist David Payne's estimate.
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State Farm Raises Illinois Home Insurance Rates 8%
State Farm hikes Illinois home insurance rates 8% for 2026, adding $10 monthly to average bills.
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September CPI Report: Inflation Data Expected
September CPI report shows inflation rising as Middle East tensions fuel energy costs.
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Stocks Drop Before CPI Report
Stocks fall as earnings disappoint and inflation data looms.
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SEC Allows Blockchain Stock Trading
SEC creates five-year exemption for tokenized stocks to trade on public blockchains.
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144 Million Get Charitable Tax Break
New tax rule lets 144 million standard deduction filers deduct up to $1,000 or $2,000 for cash donations.
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Medicaid Trust Shields Savings From Long-Term Care Costs
Medicaid Asset Protection Trusts shield life savings from long-term care costs before the 5-year Medicaid clock runs out.
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Stop Chasing Quick Deals: Why Local Appliance Experts Pay Off
Local appliance experts beat quick deals for long-term home appliance trust.
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Stop Scaling Alone: Strategic Partnerships Boost Business Growth
Strategic partnerships create sustainable growth where solo efforts fall short.
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Stocks Churn Ahead of CPI, Earnings Season
Stocks mixed Monday as CPI data and earnings season loom.
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Why Rebalancing Your Portfolio Might Be a Headline Reaction
37% of Americans plan to change portfolios this year, but most changes react to headlines, not strategy.
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Retired Couple with $10M Net Worth Questions Aggressive Investing
Retired couple with $10 million net worth asks if they should keep aggressive investments.
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Build Kids' Money Habits Early
Teach children money skills before inheritance discussions.
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Women's Retirement Planning: Fixing the Omission
Women often leave their retirement plans behind, but a simple framework can fix it.
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Retirement Plan for Age 95
Retirement income plan must cover 35 years, not 30, to survive to age 95.
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Ultra-Rich Use Trusts to Avoid IRA Tax Traps
Wealthy families use strategic trusts to protect IRA assets from tax traps and estate issues.
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Older Homeowners Cut Property Taxes by Volunteering
Retired teachers earn tax credits for community service to lower bills.
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7 Steps to Fact-Check AI Retirement Advice
Check AI retirement numbers with these 7 steps to avoid costly mistakes.
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Stop Treating Your RMD Like a Chore
Turn mandatory retirement withdrawals into tax-smart financial strategy.
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Rate Hikes Back: Retirees Rethink Financial Playbook
Retirees face higher rates as inflation returns, forcing cash reevaluation and debt adjustments.
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Retiring Abroad Sounded Good
Retiring abroad seemed ideal until realizing what's lost when staying put.
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From $15K to $8M: Aerospace Engineer's Wealth Journey
Aerospace engineer built $8M net worth from $15K starting salary in 35 years.
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Smart Ways to Invest for Higher Rates and Sticky Inflation
Bonds offer higher yields as inflation sticks, but investors must balance risk and returns.
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Avoid Medicare Penalties by Checking Employer Size
Check employer size before delaying Medicare Part B to avoid lifetime penalties.
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Estate Planning: 6 Documents to Avoid Family Court Hassles
Finalize estate planning documents today to prevent family court disputes after death.
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What to Do With a $100,000 Inheritance
How to use a $100,000 inheritance without losing it.
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S&P 500 Concentration Risk
S&P 500 ETFs spread risk by reducing tech dominance.
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Stocks Climb Worry Ahead of Earnings
Stocks rise despite rising bond yields and oil prices as earnings season begins.
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AI Boom Pushes Bond Yields Higher
AI spending fuels U.S. economy but debt surge raises bond yields.
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USPS Holiday Shipping Rates Increase
USPS holiday shipping rates rise for 2026-2027 with cost-saving tips.
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Estate Tax Exemptions Explained
Federal estate tax exemption rises with inflation, but few estates pay federal tax.
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Stop Betting on Prediction Markets
Prediction markets favor professionals over casual bettors.
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Debt Strategy for Wealth Growth
Use strategic debt to build wealth without risking your finances.
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Real Estate Investing Benefits in 2026
Real estate's traditional benefits face 2026 market shifts.
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Stop Overpaying on Vacation: Eat Well Without Getting Gouged
Travelers can save money on food by using Reddit, asking locals, and avoiding tourist traps.
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Financial Adviser Missed ESOP Diversification Limits
Financial adviser missed ESOP diversification limits, costing client $310,000 in taxes.
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How Late-Life Inheritance Funds Second Retirement
50- and 60-somethings use inheritances for early retirement, second careers, or family trips.
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OpenAI Revenue Shortfall Slumps Tech Stocks
OpenAI's $20 billion revenue gap triggers tech stock sell-off as investors fear AI spending slowdown.
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IRS Tax-Free Retirement Income Types
Five retirement income sources the IRS doesn't tax.
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2026 State Ballot Measures Impact Taxes
Voters decide on property tax caps, grocery taxes, and retirement tax rules in 2026.
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Choosing Hospice Isn't Giving Up
Hospice care focuses on quality of life, not giving up.
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Retirement Income Strategy for Peace of Mind
Retirees often worry about income stability despite large savings, requiring a tailored plan for peace of mind.
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Self-Employed Mortgage Deductions Sink Applications
Self-employed tax write-offs can hurt mortgage approvals, here's how to fix it.
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Large Check Deposit Guide
How to safely deposit big checks and grow your money.
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Spot Checkout Pricing Errors
Check receipts for overcharges before leaving store.
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Stocks Drop as Treasury Yields Hit 24-Year High
Treasury yields hit 24-year highs as stocks fall.
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