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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.

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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.

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IRS CP53E Letters Could Change Following Taxpayer Backlash

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

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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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States With the Lowest Property Tax Bills Ranked by Affordability

Searching for an affordable home in 2026? Here's what it costs to live in these ten 'affordable' states.

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I'm a Financial Planner: This Is the Crucial Tax Planning Difference That Can Help Save Your Retirement Nest Egg

Shifting from tax preparation to tax planning can help you strategically time Roth conversions and avoid Social Security taxes or Medicare surcharges.

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Retirement Is Coming: This Is How to Conquer It, 'Game of Thrones' Style

Hopefully, life after work won't be a battle, but you'll need to be able to defend your position if old foes like inflation and volatile markets rise up against you.

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10 Cheapest Places to Live in Georgia

Looking for affordable Georgia living? These counties offer the lowest property tax bills in the state.

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3 Ways to Potentially Avoid Falling Into a Tax Trap in Retirement, From a Financial Adviser

You may think you'll pay less in taxes once you retire, but taxable withdrawals and Social Security can keep your tax bill as high as it was during your career.

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Is a Roth Conversion Just Not That Into You? Here's When It's a Perfect Match (and When It Isn't)

Sometimes a Roth conversion isn't right for you — or at least not right now. A financial adviser explains what you should consider before getting involved.

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SpaceX IPO: Should You Buy SPCX Stock?

The massive SpaceX IPO is almost here, with Elon Musk's space exploration and satellite company expected to start trading this Friday.

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Will Your Retirement Plan Collapse Under These 5 Stresses?

Retirement plans that are properly engineered have less chance of collapsing under the weight of increased longevity and other stresses. Will yours stand up?

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Final Exam vs Family Vacation: What's a Professor to Do When Students Demand an Exception to a Hard and Fast Rule for a 'Capricious' Reason?

Students wanted to reschedule a final exam, and when their professor cited a long-standing, universal rule, they muttered about filing a grievance. What's next?

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I'm a Financial Adviser: This Retirement Income Plan Could Be Your Key to Sweet Dreams

Want to enjoy life after work without having to worry about market downturns or inflation? Creating a guaranteed retirement "paycheck" is the answer.

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Kiplinger Readers' Choice Awards 2026: Homeowners Insurance Companies

The results of the Kiplinger Readers’ Choice Awards' best homeowners insurance company category.

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Kiplinger Readers' Choice Awards 2026: IRA Providers

The Kiplinger Readers’ Choice Awards celebrate the best products and services in personal finance.

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Kiplinger Readers' Choice Awards 2026: Best Cash-Back Credit Cards

These are the best cash-back credit cards chosen by Kiplinger readers.

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Kiplinger Readers' Choice Awards 2026: Wealth Managers

The Kiplinger Readers’ Choice Awards celebrate the best products and services in personal finance.

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Kiplinger Readers' Choice Awards 2026: Annuity Providers

These are the best annuity providers chosen by Kiplinger readers.

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Kiplinger Readers' Choice Awards 2026: Best Brokers

The Kiplinger Readers’ Choice Awards celebrate the best products and services in personal finance.

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Kiplinger Readers' Choice Awards 2026: Internet Banks

The winners of the Kiplinger Readers’ Choice Awards' best internet banks category.

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Kiplinger Readers' Choice Awards 2026: National Banks

Here are the nation's best banks, as chosen by Kiplinger readers.

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Kiplinger Readers' Choice Awards 2026: Travel Rewards Credit Cards

These are the best travel rewards cards chosen by Kiplinger readers.

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Kiplinger Readers' Choice Awards 2026: Auto Insurance Companies

The winners of the Kiplinger Readers’ Choice Awards' best auto insurance company category.

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Kiplinger Readers' Choice Awards 2026: Peer-to-Peer Payment Services

The winners of the Kiplinger Readers’ Choice Awards' best peer-to-peer payment apps category.

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