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Dental Cost Advice for New Retirees, From a New Retiree

What I faced in my first dental bill after retiring.

Fish and Chips? More Like Fish and a Side of Customer Confusion and Anger

Fish and Chips? More Like Fish and a Side of Customer Confusion and Anger

You expect chips — French fries, actually — to come with your order of fish and chips? Think again. This restaurant seemed to be violating truth-in-menu laws.

What the 2026 Tax Landscape Means for Advisers, From a Financial Planner

What the 2026 Tax Landscape Means for Advisers, From a Financial Planner

The OBBB's impacts on 2026 are taking shape, amplifying the need for financial advisers' expertise in transforming stability into strategy for their clients.

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

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From Vision to Value: A Blueprint for Helping to Build Your Advisory Practice

As a financial professional, you can draw lessons from Advisors Excel's journey to find ideas, strategies and inspiration for growing your own advisory business.

Risk Is On Again, Dow Jumps 381 Points: Stock Market Today

The stock market started the week strong on signs the government shutdown could soon be over.

Does My Car Insurance Cover Rental Cars?

Is it safe to decline the extra coverage car rental companies offer you when booking? Here's what you need to know.

Outsmarting the AI Job Algorithm: Why Older Women Need a Strategy

When you're job hunting, AI may undermine your best efforts. Here's how older women can throw a wrench in the algorithm.

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I'm an Investment Adviser: Here's Why You Should Resist a Zero-Down Mortgage

I'm an Investment Adviser: Here's Why You Should Resist a Zero-Down Mortgage

While it's certainly enticing, a zero-down mortgage comes with significant risks, especially if home values decline or you want to refinance.

I'm Embarrassed to Ask: What Is a Life Insurance Trust?

I'm Embarrassed to Ask: What Is a Life Insurance Trust?

Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your heir's inheritance.

Are Your Employees Quietly Cracking? How to Repair the Cracks Before Everything Breaks

Are Your Employees Quietly Cracking? How to Repair the Cracks Before Everything Breaks

Some employees who are unable to change jobs due to economic conditions are doing only the bare minimum, leading to decreased work quality and team morale.

I'm 61 and need $50,000 for home repairs. Should I borrow given today's rates or take a withdrawal from my $950,000 401(k)?

I'm 61 and need $50,000 for home repairs. Should I borrow given today's rates or take a withdrawal from my $950,000 401(k)?

We asked financial experts for advice.

Credit Score News Could Help First-Time Homebuyers

Credit Score News Could Help First-Time Homebuyers

Lenders who sell mortgages to Fannie Mae and Freddie Mac used to only be able to use FICO for loan qualification. Now there's VantageScore, owned by the three major credit bureaus.

Headed for the Retirement Red Zone? This Eight-Step Game Plan Helps to Avoid Fumbles

Headed for the Retirement Red Zone? This Eight-Step Game Plan Helps to Avoid Fumbles

These strategies help safeguard your nest egg and ensure long-term financial success during the five years before retirement and the five years after.

I'm a Financial Planner: This Is How You Can Get Started With RMDs

I'm a Financial Planner: This Is How You Can Get Started With RMDs

The IRS will come knocking for its share of your tax-deferred retirement savings when you hit 73, but planning ahead for RMDs will ensure you're ready.

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How Will You Replace Your Paycheck in Retirement? A Financial Adviser's Tips on Income Planning

Bills don't stop once you retire — and you can't expect your Social Security checks to cover them all. Don't risk running out of money. Instead, make a plan.

Smart Strategies for Paying Your Child an Allowance

By giving your kids money to spend and save, you’ll help them sharpen their financial skills at an early age.

The Mulligan Rule of Retirement — Seven Mistakes You Can Fix

Use the Mulligan Rule to undo these seven costly retirement errors. While you can’t go back in time, some retirement choices allow for a “correction shot.”

My First $1 Million: Retired Educator/Administrator, 67, Greenville, S.C.

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

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From Pets to Paintings: The Little Things That Can Cause Big Estate Trouble

Sentimental items might have little monetary value, but their disposition can cause hurt feelings. Talking about who wants what and labeling items can help.

The Clock Is Ticking: Take Advantage of These Retirement Tax Benefits While They Last

Recent tax changes, including an extra $6,000 deduction for those 65 and older, present a golden opportunity for retirees to reduce their tax bills.

I'm a Financial Adviser: This Is Why Unmarried Same-Sex Couples Need an Estate Plan

When illness or death occurs within an unmarried same-sex partnership, family members can step in and push the surviving partner out. An estate plan is vital.

Stocks Bounce But End With Big Weekly Losses: Stock Market Today

The stock market rout continued on Friday, but a late-day burst of buying power brought the main indexes off their session lows.

Worried About an AI Bubble? Here’s What You Need to Know

Though AI is a transformative technology, it’s worth paying attention to the rising economic and financial risks. Here’s some guidance to navigate AI’s future.

More Than 1 Million Toyota, Lexus and Subaru Vehicles Recalled for Camera Issue. Is Your Vehicle Affected?

A software glitch in the Panoramic View Monitor system causes blank or frozen rear-camera images, triggering a massive recall of 2022-26 models.

Average 401(k) Match: Do You Work for a Generous Company?

Here are the average 401(k) match and the top 10 companies by match policy. A generous 401(k) match provides a more secure retirement.

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