HISTORICAL FACTS: 6 - Caught on Camera

I'm a Financial Adviser: This Is the Real Secret to Retirement Success

For real retirement security, forget about chasing returns and focus instead on the things you can control: income, taxes, risk-taking and decision-making.

Kiplinger · Jan 18

Mutual Funds Reality Check: Are You Really Diversified?

You might be invested in multiple mutual funds, but they might be invested in the same stocks. Here’s how to go about fixing that.

Kiplinger · Jan 14

5 Key Points to Consider Before You Claim Social Security, From a Financial Adviser

The big decision every retiree has to make is when to start taking Social Security benefits. Here are five things to think about as you weigh your options.

Kiplinger · Jan 14

Estate Planning Isn't Just for the Ultra-Wealthy

If you've acquired assets over time, even just a home and some savings, you have an estate. That means you need a plan for that estate for your beneficiaries.

Kiplinger · Jan 9

This Is How Early Retirement Losses Can Dump You Into Financial Quicksand (Plus, Tips to Stay on Solid Ground)

Sequence of returns — experiencing losses early on — can quickly deplete your savings, highlighting the need for strategies that prioritize income stability.

Kiplinger · Jan 6

6 Overlooked Areas That Can Make or Break Your Retirement, From a Retirement Adviser

If you're heading into retirement with scattered and uncertain plans, distilling them into these six areas can ensure you thrive in later life.

Kiplinger · Jan 3

I'm a Wealth Adviser: These Are the 7 Risks Your Retirement Plan Should Address

Your retirement needs to be able to withstand several major threats, including inflation, longevity, long-term care costs, market swings and more.

Kiplinger · Jan 3

As We Age, Embracing Our Own Self-Doubt Can Be a Gift: A Cautionary Tale About Elder Financial Abuse

An aging couple hired a company that illegally required large deposits, and then they decided to stick with the company even after an employee stole from them.

Kiplinger · Dec 30, 2025

We're Still Bullish on Stocks

We're still bullish on stocks for 2026, but now is the time for investors to pull in their horns and dial down risk.

Kiplinger · Dec 29, 2025

I'm a Wealth Adviser: These 10 Strategies Can Help Women Prepare for Their Impending Financial Power

As women gain wealth and influence, being proactive about financial planning is essential to address longevity and close gaps in confidence and caregiving.

Kiplinger · Dec 29, 2025