Americans, Even With Higher Incomes, Are Feeling the Squeeze A 50-year mortgage probably isn’t the answer, but there are other ways to alleviate the continuing sting of high prices Kiplinger · Mar 2
Are You Honest With Your Financial Adviser? Why Hiding the Truth Can Cost You Hiding assets or debt from a financial adviser damages the relationship as well as your finances. If you're not being fully transparent, it's time to ask why. Kiplinger · Mar 2
5 Actions to Set Up Your Business With Your Exit in Mind, From a Wealth Adviser When you're starting a business, it may seem counterintuitive to begin with exit planning. But preparing will put you on a more secure footing in the long run. Kiplinger · Mar 2
How to Manage a Disagreement With Your Financial Adviser Knowing how to deal with a disagreement can improve both your finances and your relationship with your planner. Kiplinger · Mar 2
A Top Vanguard ETF Pick Outperforms on International Strength A weakening dollar and lower interest rates lifted international stocks, which was good news for one of our favorite exchange-traded funds. Kiplinger · Mar 1
Is There Such a Thing As a Safe Stock? 17 Safe-Enough Ideas No stock is completely safe, but we can make educated guesses about which ones are likely to provide smooth sailing. Kiplinger · Mar 1
We're 64 With $4.3 Million. I Want to Retire Now and Pay for Health Insurance Until We Get Medicare. My Wife Says We Should Work. Who's Right? I want to retire now and pay for health insurance until we get Medicare. My wife says we should work 10 more months. Who's right? Kiplinger · Mar 1
Missed Your RMD? 4 Ways to Avoid Doing That Again (and Skip the IRS Penalties), From a Financial Planner If you miss your RMDs, you could face a hefty fine. Here are four ways to stay on top of your payments — and on the right side of the IRS. Kiplinger · Mar 1
What Really Happens in the First 30 Days After Someone Dies (and Where Families Get Stuck) The administrative requirements following a death move quickly. This is how to ensure your loved ones won't be plunged into chaos during a time of distress. Kiplinger · Mar 1
AI-Powered Investing in 2026: How Algorithms Will Shape Your Portfolio AI is becoming a standard investing tool, as it helps cut through the noise, personalize portfolios and manage risk. That said, human oversight remains essential. Here's how it all works. Kiplinger · Mar 1
Why Your Michigan Tax Refund Might Take Longer Than Usual This Year If your Michigan tax refund hasn’t arrived, you’re not alone. Here’s what "pending manual review" means and how to verify your identity if needed. Kiplinger · Feb 28
If You'd Put $1,000 Into Caterpillar Stock 20 Years Ago, Here's What You'd Have Today Caterpillar stock has been a remarkably resilient market beater for a very long time. Kiplinger · Feb 28
Good Stock Picking Gives This Primecap Odyssey Fund a Lift Outsize exposure to an outperforming tech stock and a pair of drugmakers have boosted recent returns for the Primecap Odyssey Growth Fund. Kiplinger · Feb 28
Kiplinger · Feb 28 5 Laundry Habits That Are Costing You Money You might be flushing money down the drain if you have any of these laundry habits.
Kiplinger · Feb 28 More Tools to Build a Bond Ladder Vanguard aims to launch a line of target-maturity corporate bond ETFs.
Kiplinger · Feb 28 Why Your Pet Should Be In Your Estate Plan Including your wishes in your will or in a pet trust can ensure proper care when you can’t provide it.
Kiplinger · Feb 28 How Much Savings Do You Actually Need to Feel Financially Secure? Start With These 3 Benchmarks Wondering how much savings is enough? Learn the three key benchmarks that can help you feel financially secure.
Kiplinger · Feb 28 The Wealth-Building Roadmap That Works at Any Age A phase-based approach tied to your finances — not your birth year — can help you build wealth whether you’re just starting out or catching up.
Kiplinger · Feb 28 How to Find Joy and Meaning When You Want to Retire — But Can’t Yet For Gen X, delaying retirement can be an opportunity to pilot-test your second act, plan for your inheritance and structure trusts for your kids.
Kiplinger · Feb 28 My First $1 Million: Banking Executive, 37, Nashville 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 · Feb 28 Small Splurges That Won't Derail Your Retirement With decades of growth ahead, your 40s aren't just for saving. We asked financial advisers how to enjoy your income now without compromising your nest egg.
Kiplinger · Feb 28 A Newly Retired Couple With a Portfolio Full of Winners Faced a $50,000 Tax Bill: This Is the Strategy That Helped Save Them Large unrealized capital gains can create a serious tax headache for retirees with a successful portfolio. A tax-aware long-short strategy can help.
Kiplinger · Feb 28 5 Retirement Myths to Leave Behind (and How to Start Planning for the Reality) Separating facts from fiction is an important first step toward building a retirement plan that's grounded in reality and not based on incorrect assumptions.
Kiplinger · Feb 28 I'm a Financial Adviser: Silence Is Golden, But It Hurts Your Heirs More Than You Think Talking to heirs about transferring wealth can be overwhelming, but avoiding it now can lead to conflict later. Here's how to start sharing your plans.