12 Tax Strategies Every Self-Employed Worker Needs in 2026 Navigating the seas of self-employment can be rough. We've got answers to common questions so you can have smoother sailing. Kiplinger · Jan 21
7 Hybrid Adviser Services, Reviewed These hybrid adviser services aim for a sweet spot that combines digital investing with a human touch. Kiplinger · Jan 21
If You'd Put $1,000 Into UPS Stock 20 Years Ago, Here's What You'd Have Today United Parcel Service stock has been a massive long-term laggard. Kiplinger · Jan 21
5 Ways Trump Could Impact Your Portfolio This Year Investors are facing a changing landscape this year, from lower interest rates to a massive tax and spending bill. Here's how to prepare your portfolio. Kiplinger · Jan 21
I'm Retiring at 67 With $2.6 Million, Most of Which Is in a Traditional IRA. I'm Worried About RMDs and Taxes. What Should I Do? We asked professional wealth planners for advice. Kiplinger · Jan 21
For High-Net-Worth Retirees, Tax Planning and Estate Planning Are the Main Events Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management. This financial adviser explains. Kiplinger · Jan 21
This Overlooked Diversification Tool Can Build Resilience Into Your Portfolio Municipal bonds can provide a steady income and stability that's separate from federal shifts and global economic headwinds. Kiplinger · Jan 21
What Will Happen to Your Business When You Retire? How to Exit Successfully and Thrive in Retirement Stepping away from work is extra challenging when you're a business owner, and a successful retirement requires planning that looks beyond the financials. Kiplinger · Jan 21
Dow Dives 870 Points on Overseas Affairs: Stock Market Today Fiscal policy in the Far East and foreign policy in the near west send markets all over the world into a selling frenzy. Kiplinger · Jan 20
Roth IRA Conversion Quiz: Would You Benefit from the Switch? Discover if a Roth conversion is the right move for you by taking our quick quiz. Kiplinger · Jan 20
New California Wealth Tax Heads to the 2026 Ballot: Who Would Pay, What's at Stake and What Happens Next A proposed tax on extreme wealth in California is moving closer to voters. Here's what it means for high earners and others in the Golden State. Kiplinger · Jan 20
How Prices Changed Since Trump Took Office Trump campaigned on bringing prices down for Americans. Here's where prices stand a little over a year into his second term. Kiplinger · Jan 20
Beyond the Bar: Your 5-Step Guide to Discovering Whether a Lawyer Is Shady Research shows you can't rely on some state bar websites to vet a lawyer you're considering hiring. Here's how to check out a lawyer before you hire. Kiplinger · Jan 20
6 Practical Steps to Help Keep Your Student Focused on College Rather Than the Financial Strain Too many students drop out due to financial strain. This plan can help families plan for the costs and get timely aid that sees students through to graduation. Kiplinger · Jan 20
Kiplinger · Jan 20 Are You the Doer or the Visionary of Your Advisory Practice? Here's How You Can Make the Leap to Chief Vision Officer The key is to transition from a tactical "doer" to a strategic "chief vision officer" by building the teams, processes and brand so your practice can grow.
Kiplinger · Jan 19 Trump Reshapes Foreign Policy The President starts the new year by putting allies and adversaries on notice.
Kiplinger · Jan 19 How to Plan a (Successful) Family Reunion From shaping the guest list to building the budget, here's how to design a successful and memorable family reunion.
Kiplinger · Jan 19 These Unloved Energy Stocks Are a Bargain Cleaned-up balance sheets and generous dividends make these dirt-cheap energy shares worth a look.
Kiplinger · Jan 19 You've Heard It Before, But This Investment Advice Still Pays Off "Time in the market beats timing the market" — been there, done that, right? But don't write off the underlying advice. There's a reason it's a popular saying.
Kiplinger · Jan 19 Are Clients Asking About Adding Crypto to Their Retirement Plans? This Is How Advisers Can Approach This New 401(k) Frontier Advisers need to establish clear frameworks to address client interest, navigate risks like volatility, and ensure they meet their fiduciary responsibilities.
Kiplinger · Jan 19 3 Niche Oil and Gas Investments for Next-Gen Wealth Builders Lesser-known segments of the oil and gas sector present unique opportunities for next-gen investors and family offices, as long as they're vetted thoroughly.
Kiplinger · Jan 18 6 Champagne Problems Successful Retirees Face What do you do if your biggest financial threat is simply having too much of a good thing — money?
Kiplinger · Jan 18 Congress Set for Busy Winter The Letter editors review the bills Congress will decide on this year. The government funding bill is paramount, but other issues vie for lawmakers’ attention.
Kiplinger · Jan 18 What to Ask a Contractor Before a Renovation Essential questions homeowners should ask before hiring a contractor to avoid surprises, protect their investment and keep projects on time and on budget.
Kiplinger · Jan 18 How to Avoid Being Buried by the Tax Avalanche in Retirement: Tips From a Wealth Adviser All that cash you have in tax-deferred accounts could launch you into a higher tax bracket when you start withdrawals. It's time to protect your income.