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REVEALED: 7 - The Real Truth

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

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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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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.

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.

Kiplinger

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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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Kiplinger

Savvy Marketing Tips for Financial Pros From a Financial Pro

These strategies for marketing, client acquisition and retention can help financial professionals elevate their business and production.

Kiplinger

Where to Invest in the Back Half of 2025

The crystal ball has gone dark on Wall Street. Flexibility and diversification will be key in the second half of 2025.

Kiplinger

My First $1 Million: Early Retiree, 57, Western North Carolina

Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.

Kiplinger

Don't Have an Estate Plan? Six Things That Could Go Very Wrong

Bad things can happen when you're unprepared, such as big-time taxes and family turmoil. Generational planning can help protect the people you love. Here's some expert advice to help you out.

Kiplinger

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

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

Trump Tariffs Make 2025 Father’s Day Gifts Pricier: What to Know

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