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UNBELIEVABLE: 50 - The Untold Story

I've Been a Financial Professional for 30 Years: This Is the 1 Trait I See in Every Successful Investor

It feels like we're living in uniquely dangerous times, but there's a clear pattern in events — and one quality helps successful investors weather every storm.

Kiplinger · Apr 4

Quiz: Is Your Retirement Savings on Track at Age 50 to 55?

Find out if your retirement savings are on track with our quick quiz.

Kiplinger · Apr 3

Ask the Editor, April 3: Questions on Tax Return Filing Deadline

In this week's Ask the Editor Q&A, Joy Taylor answers questions on the due date for filing your federal tax return and other tax filing subjects.

Kiplinger · Apr 3

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read the most diverse news in one place.

The SKI Travel Trend Is Reshaping Retirement Spending

Here is what the SKI trend means for your retirement plan.

Kiplinger · Apr 3

You Might Already Qualify for a Second Passport but the Cost May Surprise You

New rules are expanding who qualifies for citizenship by ancestry. Who qualifies and what it costs

Kiplinger · Apr 3

We just retired at 67 with $4.1 million. My husband insists on keeping half our portfolio in stocks. I say it's not worth the risk. Who's right?

We just retired at 67 with $4.1 million. My husband wants to keep 50% of our investments in stocks. I say it's not worth the risk. Who's right?

Kiplinger · Apr 3

6 Ways Seniors Can Save on Home Insurance

Don't let soaring insurance premiums eat into your retirement income.

Kiplinger · Apr 3

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Do You Have a 'Mo Money, Mo Problems' Issue? A Financial Planner Has Some Thoughts

When you're a high earner, the skills that got you to the top of your profession aren't necessarily the same ones you need to build wealth.

Kiplinger · Apr 3

I'm a Financial Literacy Expert: Schools Can Teach Kids About Money, But Guess Who They Learn From the Most?

Schools are increasingly expected to teach children how to manage money, but classroom learning pales in comparison to good examples set by the family at home.

Kiplinger · Apr 3

Are You Ready to Go Upmarket? What Advisers Need to Know

If you're already serving mass-affluent clients, moving into the high-net worth arena may seem like the natural progression. But it's not always that simple.

Kiplinger · Apr 3

Starting to Advise Ultra-Rich Clients? Don't Rebuild Your Firm, Just Rethink It

Working with ultra-high-net-worth families doesn't mean rebuilding your firm, but offering advice that is structured, empowering and intentional. Here's how.

Kiplinger · Apr 3

Stocks Are Mixed Despite a Huge Oil Move: Stock Market Today

Stocks and oil continue to rise and fall with the ebb and flow of news from the White House and the Middle East.

Kiplinger · Apr 2

6 Stevie Nicks Quotes Retirees Should Live By

From navigating the 'Landslide' of change to embracing her own mystical path, the rock legend offers a masterclass in living life on your own terms.

Kiplinger · Apr 2

Why the IRS Can Reject Smartwatch Mileage Logs

As we hit the halfway point of 2026, it's time to audit your mileage log before Uncle Sam audits it for you.

Kiplinger · Apr 2

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Kiplinger · Apr 2

Money Market Account vs. No-Penalty CD: Which Is Better for Your Savings?

Learn the pros and cons of money market accounts and no-penalty CDs, including liquidity, interest rates and the best use cases for each.

Kiplinger · Apr 2

9 Upgrades That Transform Your Family Home Into a Retirement Oasis

Here's a look at the smart, luxury modifications that prioritize your recovery, relaxation and effortless entertaining.

Kiplinger · Apr 2

Are You Looking for Financial Advice or Just Validation?

Good communication between clients and their advisers starts with one simple question: Do you want hard truths and real analysis, or just a sounding board?

Kiplinger · Apr 2

Trump Accounts Are a Great Start, But They Could Be Better

Trump accounts are a sound enough idea, except that future withdrawals will be taxable. One solution would be to give them a Roth-style tax-free structure.

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news in one place.

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Kiplinger · Apr 2

Q1 2026 Post-Mortem From an Investment Adviser: Spring Warms as Markets Cool

GreenRock Advisory founder Prem Patel shares his take on how markets performed in the first quarter and what investors should keep in mind for what comes next.

Kiplinger · Apr 2

The Entrepreneur's Exit: How to Sell (or Pass on) Your Business Without Losing the Family

Don't wait until health or burnout forces you to make succession decisions under pressure, especially if you don't plan to pass your business to a family member.

Kiplinger · Apr 1

Stocks Rise, Oil Falls Amid Peace Talk: Stock Market Today

Market participants will pay close attention when President Donald Trump talks to the American people about the war in the Middle East tonight.

Kiplinger · Apr 1

The Average Gen X 401(k) Balance Kind of Bites

Gen X, the first generation to rely on 401(k)s to build and grow a nest egg, is nearing retirement. There's a hefty shortfall between the "magic number" for retiring and Gen X savings.

Kiplinger · Apr 1

Zombie Mortgages Are Back: Why Old Home Loans Are Resurfacing

Forgotten second mortgages from the housing crash are reappearing — sometimes with bigger balances and foreclosure risk.

Kiplinger · Apr 1

I Am 55 With a $1.5 Million 401(k). Should I Take a 401(k) Loan to Pay for a Home Improvement Project?

We asked a wealth planner if borrowing from a 401(k) will throw a retirement plan off course. The answer may surprise you.

Kiplinger · Apr 1

9 Financially Savvy Tips for a Guilt-Free Vacation, From a Wealth Adviser

Ditch the guilt part of your trip by intentionally budgeting, defining your own dream getaway and ensuring your financial and legal documents are in order.

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