FOUND: 8 - You Need To See This

The Rubber Duck Rule of Retirement Tax Planning

How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think.

Kiplinger · Oct 19, 2025

Treat Home Equity Like Other Investments in Your Retirement Plan: Look at Its Track Record

Homeowners who are considering using home equity in their retirement plan can analyze it like they do their other investments. Here's how.

Kiplinger · Oct 17, 2025

Serving the HNW Market: How Financial Advisers Can Break Through and Deliver Lasting Value

Financial advisers have a significant opportunity to serve high-net-worth clients by elevating their capabilities, delivering comprehensive planning, building diverse teams and prioritizing family wealth education.

Kiplinger · Oct 14, 2025

Preferred Bank Stocks: The Investment Retirees (and Others) May Be Missing Out On

Most large banks issue preferred stocks that pay out fixed dividends, often with higher yields than bonds. Should you make room for them in your portfolio?

Kiplinger · Oct 8, 2025

I'm a Financial Planner: How to Dodge a Retirement Danger You May Not Have Heard About

Timing is everything, and sequence of returns risk can mean the difference between a retirement nest egg that's overflowing … or empty.

Kiplinger · Oct 4, 2025

Quiz: Social Security — Do You Know More Than the Average American?

See if you are above average when it comes to Social Security knowledge.

Kiplinger · Oct 3, 2025

The Medicare Surcharge: Test Your IRMAA Knowledge

Test your basic knowledge of the income-related monthly adjustment amount in our quick quiz.

Kiplinger · Oct 1, 2025

Quiz: Do You Know Annuities? What About Recent Student Loan Changes and Boomer Retirement Challenges?

The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about myths about annuities, Boomers' retirement reality check and OBBB changes to federal student loans.

Kiplinger · Sep 30, 2025

Advisers Face a Fiduciary Challenge When Discussing Alternatives to Trump Accounts

While Trump Accounts offer some benefits for early savings, investment advisers need to be cautious when recommending alternatives like 529 plans or Roth IRAs, as those suggestions could create fiduciary conflicts.

Kiplinger · Sep 30, 2025

Financial Advisers: Here's How to Help Soon-to-Be Married Clients Get Their Financial House in Order

Getting married changes a couple's life in more ways than one, so it's a good idea to discuss financial and legal issues like pre-/postnuptial agreements, estate plans and life insurance.

Kiplinger · Sep 30, 2025