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The Latest Breaking News from Kiplinger

These States Hit Middle-Class Earners Hardest at Tax Time

Here are the states that hit middle-class earners the hardest during tax time.

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Are You Getting Vague Advice About Roth Conversions?

If your adviser isn't crunching all the numbers and showing you a complete picture (in writing), then you might need to find one who will.

Kiplinger

Think You're Too Busy to Do an Estate Plan? In 3 Hours (Seriously), You Could Save Your Heirs Months (or Years) of Stress and Heartache

The cost of delaying estate planning is far greater than the time it takes to get the ball rolling. The remedy is easier (and takes less time) than you think.

Kiplinger

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read the most diverse news in one place.

Pershing Square IPO: Should You Buy the PSUS IPO?

Bill Ackman will take his Pershing Square hedge fund firm public in a rare "combined IPO" with a new closed-end fund. Here's what investors need to know.

Kiplinger

A Market Crash Isn't Your Greatest Retirement Risk: The Real Threat Lies Closer to Home

Retirees are conditioned to think that market risk is the main threat to their future, but here's the real danger — and how to bring it under control.

Kiplinger

Build Relationships, Build Your Brand, Build Your Business

These proven strategies foster loyalty, trust and advocacy while boosting retention, referrals and your brand's impact.

Kiplinger

Adviser, Broker or Insurance Agent: Which Should You Trust With Your Money?

Looking for a trustworthy financial professional? That term can cover brokers, insurance agents and advisers who don't all have the same standards.

Kiplinger

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Approaching Retirement? You May Be Taking More Risk Than You Think

Pre-retirees in the critical "retirement red zone" often take on significantly more risk than they want or are comfortable with. Here's how to fix that.

Kiplinger

My First $1 Million: Film/TV Production Accountant, 58, Florida

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

Kiplinger

6 Smart Moves Retirees Are Making To Stretch Social Security Further Than Ever

As Americans live longer and face continued inflation and retirement funding pressures, retirees are becoming more strategic about how and when they claim Social Security. Find Out: 3 Little-Known...

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Quiz: Do You Know Essential Estate Planning Terms?

Take this quick quiz to test your knowledge of the essential legal and financial vocabulary required to protect your assets and your family.

Kiplinger

How Green and Sustainable Bonds Can Help Your Portfolio and the Planet

The green and sustainable bond market continues to develop, creating opportunities for responsible investors who want portfolios that are diversified and impactful.

Kiplinger

Nearing Retirement? Why 'Refirement' Is a Better Philosophy

Get fired up about your upcoming retirement by reframing this new chapter of life as a chance to redeploy your purpose, rather than retreat from it.

Kiplinger

Does Your Retirement Portfolio Resemble a Junk Drawer? Here's How to Clean It Up, From a Wealth Manager

This retirement planning approach simplifies your decisions, improves your tax efficiency and provides you with peace of mind. This is how it works.

Kiplinger

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Kiplinger

California Retirement Tax 2026: Is the 'Social Security Shield' Enough?

The Golden State won't touch your Social Security, but high rates on pensions and IRAs tell a different story. Can you afford retirement in California?

Kiplinger

How a Simple Clue Unlocked a Workplace Safety Crisis: All We Had to Do Was Listen

A lot of people with hearing issues resist wearing hearing aids. "Nicole" had a very good reason not to wear hers, but figuring out why took some sleuthing.

GOBankingRates

If I Invest $1,000 Now into Apple Stock, What Will It Be Worth in 5 Years?

If you invest $1,000 in Apple stock today, see what analysts project it could be worth in five years based on growth and market trends.

Kiplinger

Buy and Hold … or Buy and Hope? It's Time for a Better Retirement Planning Strategy

Once you're retired, your focus should shift from maximum growth to strategic preservation and purposeful planning to help safeguard your wealth.

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news in one place.

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Kiplinger

It's Time to Bust These 3 Long-Term Care Myths (and Face Some Uncomfortable Truths)

None of us wants to think we'll need long-term care when we get older, but the odds are roughly even that we will. Which is all the more reason to understand the realities of LTC and how to pay for it.

Kiplinger

Fix Your Mix: How to Derisk Your Portfolio Before Retirement

In the run-up to retirement, your asset allocation needs to match your risk tolerance without eliminating potential for growth. Here's how to find the right mix.

Kiplinger

When It Comes to Retirement Planning, Be More Spock Than Scotty: It's Logical, Captain

If you're worried about your retirement, address the concerns in a logical sequence, talk honestly with your team and prepare to go boldly into the future.

Kiplinger

9 Ways the Wealthy Waste Thousands in Taxes: A Checklist for What Not to Miss

The tax code contains plenty of legitimate ways for the wealthy and business owners to cut taxes. Use this checklist to minimize taxes and stay compliant.

GOBankingRates

How Celebrity Home Purchases Are Quietly Driving up Property Taxes for Locals

If your taxes have been creeping up in price lately, celebrities could be the reason why. Here's what states are doing to keep property taxes affordable.

Kiplinger

I'm a Financial Planner: This Retirement Strategy Helps Plot a Stress-Free Path to Cash Flow

Dividing funds into a safety bucket, an income bucket and a growth bucket can help to cover immediate expenses, manage cash flow and promote growth.

Kiplinger

For More Flexible Giving, Consider Combining a Charitable Remainder Trust With a Donor-Advised Fund

If a charitable remainder trust puts too many constraints on your family's charitable giving, consider combining it with a donor-advised fund for more control.

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