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FOUND: 8 - You Need To See This

Six Big Beautiful Opportunities: Advisers' Guide to Tax and Client Strategies

Here are several ways financial professionals can help their clients maximize opportunities in the One Big Beautiful Bill Act, which extends key TCJA provisions, introduces increased deductions for people 65 and older and more.

Kiplinger

Best Banks for Retirees 2025

National banks offer a wide variety of accounts and services, including wealth and investment management. Here's Kiplinger's pick of the best.

Kiplinger

Best Banks for High-Net-Worth Clients 2025

National banks offer a wide variety of accounts and services, including wealth and investment management. Here's Kiplinger's pick of the best.

Kiplinger

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Best Internet Banks 2025

Internet banks offer a wide variety of accounts and services, including wealth and investment management. Here's Kiplinger's pick of the best.

Kiplinger

Best National Banks 2025

National banks offer a wide variety of accounts and services, including wealth and investment management. Here's Kiplinger's pick of the best.

Kiplinger

The Most Tax-Friendly State for Retirement in 2025: Here It Is

How do you retire ‘tax-free’? This state doesn’t tax retirement income, has a low median property tax bill, and even offers savings on gas. Are you ready for a move?

Kiplinger

Five Questions to Help Ensure a Happy, Secure Retirement

You need to drill down to what you really want out of retirement. Then you can get down to the business of crafting a financial plan to make it happen.

Kiplinger

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High-Yield Saving Options Before Rate Cuts Hit

Savers can still access higher savings rates. However, with a rate cut looming, you have a tighter window to capitalize.

Kiplinger

5 Myths About International Investing—And Why They Could Be Costing You Serious Returns

Foreign markets scare American investors, who assume these venues carry greater risk than widely held equities, bonds and funds on Wall Street stock exchanges. But one portfolio manager thinks those fears are unfounded and he is busting five myths about international investing. In particular, his commentary for Kiplinger warns that…

Benzinga

Retirement Tax Bombs: How Roth Conversions May Cut the Blue Wire

If you have a significant amount in tax-deferred retirement accounts, you could be sitting on a tax time bomb. Luckily, there's a way to defuse the situation.

Kiplinger

The 10 Places Where Social Security Covers the Most (and Least) Of Your Expenses

On average, Social Security covers 30.11% of retirees’ spending. Fortunately, there are places where those dollars will stretch further and cover more of your spending.

Kiplinger

Social Security Administration Will Continue Sending Paper Checks, Reversing Course

The Social Security Administration has backed off from plans to eliminate paper checks. However, it will only send checks in the mail as a matter of last resort.

Kiplinger

How Rich Are You? This Is The Net Worth It Takes To Join The Top 2% Of Households

You may be striving. You may be focused. You may have a solid job, a growing portfolio, a paid-off home—or maybe you're just getting started but doing all the right things. Saving. Investing. Staying disciplined.

Benzinga

A Financial Planner's Prescription for the Headache of Multiple Retirement Accounts

Having a bunch of retirement accounts can cause unnecessary complications. Consolidation can make it easier to manage your savings and potentially improve investment outcomes.

Kiplinger

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Kiplinger

New SALT Deduction Could Put Thousands Back in California Homeowners’ Pockets

The federal state and local sales tax (SALT) deduction cap is higher this year, and could translate into bigger savings for Golden State homeowners.

Kiplinger

Three Surprising Ways Trump’s New Tax Law Could Change Your Child’s Money Story

The Trump tax bill could help your child with future education and homebuying costs. Here’s how.

Kiplinger

How Advisers Can Rev Up Sales With Medicare

Help boost your revenue stream by integrating Medicare solutions into your financial practice for long-term client value and profits.

Kiplinger

Why Your Summer Budget Feels Tighter: Tariffs Push Up Inflation

Your summer holiday just got more expensive, and tariffs are partially to blame, economists say.

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Kiplinger

Parents Prepare: Trump's Megabill Brings Three Crucial Tax Changes

Are you a parent? The so-called ‘One Big Beautiful Bill’ (OBBB) impacts several key tax incentives that can affect your family this year and beyond.

Kiplinger

The Country Club Arms Race Adds Perks (And Fees) Beyond Golf. Is It Worth the Expense?

As golf has grown in popularity, country clubs are upgrading with amenities for the whole family. Find out what's new and what's worth the cost of memberships.

Kiplinger

Your Paycheck Stops in Retirement, But Your Life Doesn't: An Expert Guide to Planning for a Confident Future

Social Security will replace only about 40% of your salary, on average. A solid financial plan will help you plug the gap so you can rest easy in retirement.

GOBankingRates

5 Reasons to Invest in Crypto When You’re Retired — And 5 Reasons to Avoid It

As cryptocurrency continues to mature as an asset class and Bitcoin reaching new highs, more retirees are considering whether digital currencies deserve a place in their retirement portfolios. The...

Kiplinger

I'm a Financial Adviser: For True Diversification, Think Beyond the Basic Stock-Bond Portfolio

Amid rising uncertainty and inflation, effective portfolio diversification needs to extend beyond just stocks and bonds to truly manage risk.

Benzinga

This Tech Upgrade Could Save Investors Thousands in Taxes—Automatically

Artificial intelligence is taking over tax preparation at major brokerage houses, easing the burden on small and large investors. That means less time poring through spreadsheets, looking to save pennies, and more time growing long-term assets.

Kiplinger

Are You Owed Money Thanks to the SSFA? You Might Need to Do Something to Get It

The Social Security Fairness Act removed restrictions on benefits for people with government pensions. If you're one of them, don't leave money on the table. Here's how you can be proactive in claiming what you're due.

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