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DARK SECRETS: 6 | Vintage Vibes

I'm a CPA: Control These Three Levers to Keep Your Retirement on Track

Think of investing in terms of time, savings and risk. By carefully monitoring all three, you'll keep your retirement plans heading in the right direction.

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Debunking Three Myths About Defined Outcome ETFs (aka Buffered ETFs)

Defined outcome ETFs offer a middle ground between traditional equity and fixed-income investments, helping provide downside protection and upside participation.

Kiplinger

Social Security Wisdom From a Financial Adviser Receiving Benefits Himself

You don't know what you don't know, and with Social Security, that can be a costly problem for retirees — one that can last a lifetime.

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Ready to File? Test Your Social Security Application IQ

Test your basic knowledge of filing for Social Security benefits in our 10 question quick quiz.

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The Rubber Duck Rule of Retirement Tax Planning

How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think.

Kiplinger

Treat Home Equity Like Other Investments in Your Retirement Plan: Look at Its Track Record

Homeowners who are considering using home equity in their retirement plan can analyze it like they do their other investments. Here's how.

Kiplinger

Serving the HNW Market: How Financial Advisers Can Break Through and Deliver Lasting Value

Financial advisers have a significant opportunity to serve high-net-worth clients by elevating their capabilities, delivering comprehensive planning, building diverse teams and prioritizing family wealth education.

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Don't Just Sell, Connect: How Financial Advisers Can Ignite Their Sales Growth

Avoid complacency and embrace small, consistent improvements to optimize your sales process and results.

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Your 401(k) Can Now Include Alternative Assets, But Should It? A Financial Adviser Weighs In

Many employer-sponsored plans offer limited investment options, which can stunt growth. But participants considering alternatives might need some sound advice to get the most from their accounts.

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Will Taxes Shred Your 401(k) or IRA During Your Retirement? It's Very Likely

Conventional wisdom dictates that you save in a 401(k) now and pay taxes later, but turning that rule on its head could leave you far better off. A financial planner explains why.

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Should You Buy Gold as It Tops $4,000? Here's What the Experts Say

Rate cuts, a weak dollar and macro uncertainty have helped create a "perfect storm" for gold this year. Should investors add exposure or is it too late to buy?

Kiplinger

Preferred Bank Stocks: The Investment Retirees (and Others) May Be Missing Out On

Most large banks issue preferred stocks that pay out fixed dividends, often with higher yields than bonds. Should you make room for them in your portfolio?

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I'm a Financial Planner: How to Dodge a Retirement Danger You May Not Have Heard About

Timing is everything, and sequence of returns risk can mean the difference between a retirement nest egg that's overflowing … or empty.

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Quiz: Social Security — Do You Know More Than the Average American?

See if you are above average when it comes to Social Security knowledge.

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The Medicare Surcharge: Test Your IRMAA Knowledge

Test your basic knowledge of the income-related monthly adjustment amount in our quick quiz.

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Quiz: Do You Know Annuities? What About Recent Student Loan Changes and Boomer Retirement Challenges?

The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about myths about annuities, Boomers' retirement reality check and OBBB changes to federal student loans.

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Advisers Face a Fiduciary Challenge When Discussing Alternatives to Trump Accounts

While Trump Accounts offer some benefits for early savings, investment advisers need to be cautious when recommending alternatives like 529 plans or Roth IRAs, as those suggestions could create fiduciary conflicts.

Kiplinger

Financial Advisers: Here's How to Help Soon-to-Be Married Clients Get Their Financial House in Order

Getting married changes a couple's life in more ways than one, so it's a good idea to discuss financial and legal issues like pre-/postnuptial agreements, estate plans and life insurance.

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It's Not Too Late for Wealth Advisers to Participate in the Silver Tsunami

With so many business-owning Baby Boomers set to retire, wealth advisers need a plan to ensure their business-owning clients and prospects become and remain their best clients.

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Quiz: The Secrets to Aging Well: How Savvy Are You?

Test your basic knowledge of the habits that can lead to a long and healthy life in our quick quiz.

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How to Add Your Favorite News Sources to Google Top Stories

Google now lets you choose which outlets you want to see more often in Top Stories. Here's how to set your preferred sources in just a few clicks.

Kiplinger

Quiz: Test Your Knowledge of Gray Divorce, Annulments and the Ted Lasso Effect on Retirement Planning

The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the financial implications of gray divorce, a positive mindset for retirement planning and a widow's annulment after she was scammed.

Kiplinger

What One Widow's Ordeal Teaches Us About Marriage and Money

A man charmed a 72-year-old widow into marriage, and then her accounts were seized to pay off his debts, highlighting the importance of background checks on potential spouses as well as prenuptial agreements.

Kiplinger

The COLA Challenge: Test Your Knowledge of Social Security

Test your basic knowledge of the Social Security COLA (Cost-of-Living Adjustment) in our quick quiz.

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The 13 Best Retirement Freebies You're Missing Out On

Retiree-friendly goods and services are available at no cost – if you know where to look.

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