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BIZARRE: 2 - What They Never Told You

Nasdaq Rewrote Its Rules for SpaceX; Now $4.3B in Passive Buying Forces Index Funds' Hands

SpaceX Nasdaq-100 inclusion triggered $4.3 billion in forced buying from QQQ index funds as Nasdaq's new fast-entry rule added SPCX after just 15 trading days — millions of 401(k) and IRA holders are now automatic SpaceX shareholders, with the August 6 lockup expiry and first earnings report as the real…

International Business Times

Your Retirement Plan Looks Watertight, But Have You Checked for Tax Leaks?

Accumulating wealth for retirement is one thing, having a solid income structure and tax plan is another. Without them, savings could quietly drain away.

Kiplinger

Investing Lessons From 'The Three Little Pigs': Ways to Help Build a Portfolio the Big Bad Wolf Can't Blow Down

Is your portfolio as well built and diversified as you think? If you're worried it won't help keep you safe in retirement, it could be time to renovate.

Kiplinger

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Weak June Jobs Report Quiets the Rate-Hike Conversation

The June jobs report came in well below economists' estimates, but the unemployment rate ticked lower.

Kiplinger

Most People Save Money — But They're Missing This Important Step

Turn good saving habits into lasting financial progress by setting goals you can track, adjust and achieve. We'll show you how.

Kiplinger

Finance Guru Jean Chatzky: This Is the Biggest Retirement Mistake You Can Make

Are you winging your retirement spending? Financial expert Jean Chatzky tells Kiplinger why lack of a concrete plan is preventing retirees from living their best lives.

Kiplinger

Longevity Is Your Greatest Asset in Retirement: If You Know How to Use It to Your Advantage

To ensure a fulfilling retirement, view longevity as an opportunity and maintain a balanced portfolio that accepts some risk while planning for substantial costs.

Kiplinger

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I'm a Financial Adviser: 60/40 Portfolios Are Too Risky for Wealthy Investors (This Is the Strategy You Need Instead)

The 60/40 split could leave substantial portfolios exposed if stocks and bonds decline simultaneously. Accredited investors must take a new approach.

Kiplinger

3 Ways to Reclaim Your Wealth While Inflation Outpaces Savings Accounts

With inflation eroding purchasing power, here are three pivots to help you get back ahead of rising costs.

Kiplinger

How High Earners Can Get Through the Income Tax Maze

Income tax rules are more complex than ever, even more so for those earning between $150,000 and $500,000. The solution? Active and intentional tax management.

Kiplinger

Low-Tax States For Middle-Class Families Ranked by Childcare Affordability

If you prioritize low state taxes, here's how early childhood costs stack up across the country in 2026.

Kiplinger

3 Reasons UBS is Kiplinger Readers' Favorite Wealth Management Firm in 2026

Kiplinger readers selected UBS Wealth Management as their top wealth management firm in 2026.

Kiplinger

Test Your Knowledge on 8 Key Investing Terms

How well do you know these key investing terms? Take our quick quiz to find out.

Kiplinger

Aggressive Investing Can Get You to Retirement, But It Won't Get You Through It: Here's Why

Thanks to sequence of returns risk, the investing strategy that helped you accumulate a healthy sum for your retirement can work against you once you quit work.

Kiplinger

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Kiplinger

Your 3-Step Guide to Constructing Rock-Solid Income in Retirement, From a Financial Planner

Real life can lay waste to shaky retirement income formulas. It's better to build a stable plan for your money in three layers: Need, want and grow.

Kiplinger

New ETFs on the Market: What to Know and Watch

A new crop of exchange-traded funds ranges from plain-vanilla offerings to complex income and cryptocurrency portfolios.

Kiplinger

Kiplinger's Investing Playbook for the Second Half of 2026

Corporate profits are coming in hot, and for now, that trumps war, inflation and a host of other worries. Here's our guide for where to invest now.

Kiplinger

How Roth Conversions Can Help Your Family Avoid an IRA Tax Trap After You're Gone

Your spouse and children could be bumped into higher tax brackets if you leave them a substantial sum in an IRA. Partial Roth conversions now can help.

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Kiplinger

10 Cheapest Places to Live in Arizona

Moving to Arizona? Here's where to buy for the lowest property tax bills in the state.

Kiplinger

5 Costly RMD Mistakes That Will Put a Dent in Your Savings (and How Early Planning Can Help)

Like your golden years, RMDs creep up on you quicker than you think. Planning ahead can prevent you (and your heirs) getting hit with penalties and extra taxes.

Kiplinger

SpaceX IPO: Updates and Commentary

The SpaceX IPO has come and gone, resulting in the largest offering ever. Here, Kiplinger reported on all things related to SPCX stock.

Kiplinger

5 Years Until Retirement? Start Refining Your Income Plan Now

You'll likely be earning the most in the last few years of your career. That's when to start planning how to generate income over 20 to 30 years of retirement.

Kiplinger

How to Help Prevent Taxes From Taking a Massive Bite Out of a Special Needs Trust

If a special needs trust isn't structured correctly, the recipient could lose out on a chunk of money when they need it the most. Here's how to prevent that.

Kiplinger

IRS CP53E Letters Could Change Following Taxpayer Backlash

Millions of taxpayers received confusing IRS refund letters this year. Could improvements be on the way?

Kiplinger

The Good Times Are Rolling, But Have They Thrown Your Portfolio Out of Whack?

If your portfolio's on a roll and you're nearing retirement, it may feel like you're all set. But you might be more at risk of a market downturn than you think.

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