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Original Medicare vs Medicare Advantage Quiz: Which is Right for You?

Take this quick quiz to discover your "Medicare Personality Type" and learn whether you are a Traditionalist, or a Bundler.

Kiplinger · Dec 5, 2025

Ask the Editor, December 5: Capital Gains and Tax Planning

In this week's Ask the Editor Q&A, Joy Taylor answers questions on capital gains tax rates and end-of-year tax planning

Kiplinger · Dec 5, 2025

Time Is Running Out to Make the Best Moves to Save on Your 2025 Taxes

Don't wait until January — investors, including those with a high net worth, can snag big tax savings for 2025 (and 2026) with these strategies.

Kiplinger · Dec 5, 2025

Are You Middle-Class? Here's the Most Tax-Friendly State for Your Family

We found the state with no income tax, low property tax bills, and exemptions on groceries and medicine.

Kiplinger · Dec 4, 2025

Should You Tap Your Home Equity Before 2026?

As borrowing rates and tax law shifts converge, here's what homeowners need to know before pulling equity out of their home.

Kiplinger · Dec 4, 2025

What Investors May Face in the New Year: Interview

Keith Lerner, the chief market strategist and chief investment officer for Truist Wealth, speaks with Kiplinger.

Kiplinger · Dec 4, 2025

My Adult Child Was Laid Off. Can We Discuss It Without Ruining the Holidays?

We asked mental health and financial experts for advice.

Kiplinger · Dec 4, 2025

3 Year-End Tax Strategies for Retirees With $2 Million to $10 Million

To avoid the OBBB messing up your whole tax strategy, get your Roth conversions and charitable bunching done by year's end.

Kiplinger · Dec 4, 2025

'Politics' Is a Dirty Word for Some Financial Advisers: 3 Reasons This Financial Planner Vehemently Disagrees

Your financial plan should be aligned with your values and your politics. If your adviser refuses to talk about them, it's time to go elsewhere.

Kiplinger · Dec 4, 2025

For a Move Abroad, Choosing a Fiduciary Financial Planner Who Sees Both Sides of the Border Is Critical

Working with a cross-border financial planner is essential to integrate tax, estate and visa considerations and avoid costly, unexpected liabilities.

Kiplinger · Dec 4, 2025