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The Latest Breaking News from Kiplinger

Could a Cash Balance Plan Be Your Key to a Wealthy Retirement?

Cash balance plans have plenty of benefits for small-business owners. For starters, they can supercharge retirement savings and slash taxes. Should you opt in?

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Introducing Your CD's Edgier Cousin: The Market-Linked CD

Traditional CDs are a safe option for savers, but they don't always beat inflation. Should you try their counterparts, market-linked CDs, for better returns?

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A 4-Step Anxiety-Reducing Retirement Road Map, From a Financial Adviser

This helpful process covers everything from assessing your current finances and risks to implementing and managing your personalized retirement income plan.

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Retirees in These 7 States Could Pay Less Property Taxes Next Year

Retirement property tax bills could be up to 65% cheaper for some older adults in 2026. Do you qualify?

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Hey, Retirees: Put Your Charitable Gifts in a Donor-Advised Fund (and Enjoy Your Tax Break)

A donor-advised fund is a simple (really!), tax-smart strategy that lets you contribute a large, tax-deductible gift now and then distribute grants over time.

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Where to Store Your Cash in 2026

Set yourself up for success with these strategies.

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I'm a Financial Pro: Older Taxpayers Really Won't Want to Miss Out on This Hefty (Temporary) Tax Break

If you're age 65 or older, you can claim a "bonus" tax deduction of up to $6,000 through 2028 that can be stacked on top of other deductions.

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I'm a Financial Pro Focused on Federal Benefits: These Are the 2 Questions I Answer a Lot

Many federal employees ask about rolling a TSP into an IRA and parsing options for survivor benefits, both especially critical topics.

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I'm a Wealth Adviser: My 4 Guiding Principles Could Help You Plan for Retirement Whether You Have $10,000 or $10 Million

Regardless of your net worth, you deserve a detailed retirement plan backed by a solid understanding of your finances.

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A Retirement Triple Play: These 3 Tax Breaks Could Lower Your 2026 Bill

Good news for older taxpayers: Standard deductions are higher, there's a temporary 'bonus deduction' for older folks, and income thresholds have been raised.

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If You're Retired or Soon-to-Be Retired, You Won't Want to Miss Out on These 3 OBBB Tax Breaks

The OBBB offers some tax advantages that are particularly beneficial for retirees and near-retirees. But they're available for only a limited time.

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4 Smart Ways Retirees Can Give More to Charity, From a Financial Adviser

For retirees, tax efficiency and charitable giving should go hand in hand. After all, why not maximize your gifts and minimize the amount that goes to the IRS?

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Medline IPO: Should You Buy MDLN Stock?

The Medline IPO turned out to be the biggest offering of the year, with the medical supply company making its market debut on December 17.

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Quiz: Test Your IRA Contribution IQ

Test your basic knowledge of traditional and Roth contribution rules in our quick quiz.

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3 Tax-Smart DAF Strategies Advisers Can Put to Work for Clients During Giving Season

Donor-advised funds can help clients maximize their philanthropy through front-loading deductions, donating appreciated assets and 'bunching' contributions.

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How Financial Advisers Can Turn Compliance Into a Competitive Advantage

Collaboration, transparency and education can strengthen compliance and empower financial advisers to thrive.

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I'm a Financial Planner: This Retirement GPS Helps With Navigating Your Drawdown Phase

Ready to retire? Here's how to swap your 'peak earnings' mindset for a 'preserve-plus-grow' approach instead of relying on the old, risky 4% rule.

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Here's What Being in the 2% Club Means for Your Retirement

Only 2% of the population has both a pension and more than $1 million saved. This is a great place to be, but also requires advanced tax planning.

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I'm a Financial Planner: To Beat Inflation and Build Wealth, This Is the Strategy You Need

If you want to build long-term wealth, there's a tried-and-trusted strategy, and it starts with recognizing the inflation-busting power of equities.

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I'm a Financial Adviser: Here's How a Three-Part Retirement 'Crash Plan' Can Prepare You for Market Turbulence

Having a plan ready to go when markets get wild — covering how you'll handle income, rebalancing and taxes — can be the ultimate retirement secret weapon.

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How to Calm Your Retirement Nerves When It's Time to Shift from Savings Mode to Spending Mode

Transitioning from saving to spending in retirement can be tricky, but devising a strategic plan can help ensure a smooth and worry-free retirement.

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Private Markets for Main Street: What Financial Advisers' Clients Need to Know

With product innovation 'democratizing' private market access for everyday investors, advisers must step up their game to educate clients on the pros and cons.

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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.

Kiplinger

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.

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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.

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