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The Latest Breaking News from Kiplinger

Savvy Marketing Tips for Financial Pros From a Financial Pro

These strategies for marketing, client acquisition and retention can help financial professionals elevate their business and production.

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Where to Invest in the Back Half of 2025

The crystal ball has gone dark on Wall Street. Flexibility and diversification will be key in the second half of 2025.

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My First $1 Million: Early Retiree, 57, Western North Carolina

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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Don't Have an Estate Plan? Six Things That Could Go Very Wrong

Bad things can happen when you're unprepared, such as big-time taxes and family turmoil. Generational planning can help protect the people you love. Here's some expert advice to help you out.

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The $1 Million Retirement Question: Are You Being Tax-Smart About Your Pension?

A financial planner raises some key considerations for navigating retirement with a pension and recommends four strategies.

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Trump Tariffs and Taxes: Waiting to See What Happens Is Not a Strategy

Like presidents, tariffs come and go. Policy changes also shift about every two years with the election cycle. If you're paralyzed by uncertainty, you could be missing opportunities to benefit your financial future.

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Trump Tariffs Make 2025 Father’s Day Gifts Pricier: What to Know

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Four Ways to Help Prevent a Market Downturn From Scrambling Your Nest Egg

You may not be able to avoid a market decline when you're newly retired and starting to rely on your nest egg for income, but you can plan for that risk.

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Wealth Advisers: In Estate Planning, the End Is Just the Beginning

We need to keep the lines of communication with our clients open so that we can anticipate and help them navigate issues that arise over time.

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Eight Estate Planning Steps to Protect Your Loved Ones (and Your Legacy)

Two-thirds of Americans don't have an estate plan. If you're one of them, these are the essential steps to take now to prevent problems for your family later.

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A Financial Adviser's Guide to Solving Your Retirement Puzzle: Five Key Pieces

If retirement's a puzzle you're struggling with, try answering these five questions. The answers will guide you toward a solution.

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Ohio Tax-Free Holiday 2025 Will Run Two-Weeks Soon: Don't Miss Out

Ohioans won't want to miss out on extended sales tax holiday savings as pressure from tariffs and inflation spikes prices.

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Four Innovations That Reinvented Retirement as We Know It and Why AI Is Next

A financial professional explores the innovations that have reshaped our lives over the years — and what the next revolution, AI, could mean for your legacy.

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Trump Tariffs: Will Walmart, Target and Nike Still Raise Prices in 2025?

Walmart and other major U.S. retailers were bracing for price hikes due to steep tariffs, but now that could change.

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Sorry, But AI Alone Doesn't Cut It for Financial Planning

Artificial intelligence has its place in retirement planning — but only as a tool. It falls short in several key areas that require a human touch.

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Advisers: Master the Fed Funds Rate, Help Clients Master Retirement

Understanding the Federal Reserve's key tool can help financial professionals guide clients through economic shifts and opportunities.

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Kiplinger Readers' Choice Awards 2025: Travel Credit Cards

In our 2025 Readers' Choice Awards survey, readers evaluated financial providers. Find out which travel rewards credit cards came out on top.

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2025 Kiplinger Readers' Choice Awards Results

In our 2025 Readers' Choice Awards survey, readers evaluated brokers, wealth managers, banks and other financial providers. Find out which ones rose to the top.

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Kiplinger Readers' Choice Awards 2025: Full-Service Brokers

In our 2025 Readers' Choice Awards survey, readers evaluated financial providers. Find out which full-service broker came out on top.

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Kiplinger Readers' Choice Awards 2025: Auto Insurance Companies

auto insurance company

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Kiplinger Readers' Choice Awards 2025: Hotel Card Rewards Programs

In our 2025 Readers' Choice Awards survey, readers evaluated financial providers. Find out which hotel credit card rewards programs came out on top.

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Kiplinger Readers' Choice Awards 2025: Airline Credit Card Rewards Programs

In our 2025 Readers' Choice Awards survey, readers evaluated financial providers. Find out which airline credit card rewards programs came out on top.

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Kiplinger Readers' Choice Awards 2025: Annuity Providers

In our 2025 Readers' Choice Awards survey, readers evaluated financial providers. Find out which annuity providers came out on top.

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Kiplinger Readers' Choice Awards 2025: Cash Back Credit Cards

In our 2025 Readers' Choice Awards survey, readers evaluated financial providers. Find out which cash back credit cards came out on top.

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Car Wash Investing: Cut Tax Grime and Polish Your Portfolio

Real estate investing professional explains the tax advantages and efficiencies of investing in car wash real estate.

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