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. Kiplinger · Jun 20, 2025
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. Kiplinger · Jun 17, 2025
Trump Tariffs Make 2025 Father’s Day Gifts Pricier: What to Know Popular Father’s Day gift ideas like grills, clothing, and fishing gear are facing price hikes this year. Here's what to know before you shop. Kiplinger · Jun 13, 2025
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. Kiplinger · Jun 13, 2025
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. Kiplinger · Jun 10, 2025
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. Kiplinger · Jun 9, 2025
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. Kiplinger · Jun 8, 2025
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 · Jun 4, 2025
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. Kiplinger · May 31, 2025
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. Kiplinger · May 29, 2025
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. Kiplinger · May 29, 2025
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. Kiplinger · May 27, 2025
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. Kiplinger · May 27, 2025
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. Kiplinger · May 27, 2025
Kiplinger · May 27, 2025 Kiplinger Readers' Choice Awards 2025: Auto Insurance Companies auto insurance company
Kiplinger · May 27, 2025 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.
Kiplinger · May 27, 2025 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.
Kiplinger · May 27, 2025 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.
Kiplinger · May 27, 2025 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.
Kiplinger · May 27, 2025 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 · May 26, 2025 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 · May 21, 2025 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?
Kiplinger · May 14, 2025 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 · May 13, 2025 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 · May 11, 2025 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.