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YOU WONT BELIEVE: 11 | Mind Blowing Facts

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.

Kiplinger

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: Auto Insurance Companies

auto insurance company

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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: 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.

Kiplinger

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.

Kiplinger

Big GOP Tax Bill Could Change Your Estate Planning for 2025

The GOP extended and increased the higher gift and estate tax exemption and affected AMT thresholds. What might this mean for your estate plan?

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IRS Government Watchdog Warns More Layoffs to Come

Over 11,400 IRS employees took the Trump-instructed buyout or were terminated. What does it mean for your taxes going forward?

Kiplinger

How to Turn Education Planning Into Retirement Planning

Nervous about investing in a 529 plan? If college doesn't pan out, the money can now be rolled over into a Roth IRA, which will grow tax-free until retirement.

Kiplinger

Running Out of Money in Retirement: Nine Steps to Help Reduce the Risk

Quit worrying about money and enjoy a carefree retirement. Sounds good, right? Well, if you follow these nine steps from a financial adviser, you could be on your way to that goal.

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