When it comes to your money and planning for your retirement, legacy and more, you might need a professional to help you stay on top of it all.--- There are lots of diversions swirling around right now that may have [...]

Take these steps now for a strong finish to the year.---The idea of “October theory” is blowing up on TikTok, and the gist of it is simple: Fall symbolizes change and fresh starts, and it's a perfect time to [...]

When you vote, don’t forget key state measures on everything from property tax and grocery tax relief to capital gains taxes.--- As the 2024 election inches closer, voters across the United States face crucial decisions on tax policy through various [...]

When you vote, don’t forget key state measures on everything from property tax and grocery tax relief to capital gains taxes.--- As the 2024 election inches closer, voters across the United States face crucial decisions on tax policy through various [...]

Private equity investment is a way to broaden your exposure beyond the mega-cap, tech-heavy giants and reach into the broader economic landscape.--- As a Kiplinger reader, it’s probably safe to say making smart decisions with your money is important to [...]

Open enrollment starts on November 1. With health care costs on the rise, it’s critical to select a plan that fits your needs at the right price.--- Get ready for one of the most important shopping periods of the year [...]

Worried about how you'll pay for your retirement? It can help to structure your finances around five key areas: taxes, income, medical, legacy and investments.--- Questions run rampant when you are in or near retirement. Will I run out of money? [...]

The lower costs of a smaller home in retirement might sound appealing, but be ready for the trade-offs that come with making this big decision.--- As you inch closer to retirement, you might be considering downsizing your home as a [...]

Many couples avoid the money talk because it feels uncomfortable or even taboo. However, discussing money in a relationship is key to ensuring both partners understand each other’s financial habits, goals, and expectations. When you talk openly about your [...]

Before firing your financial adviser, here are a few things to prepare for.--- Maybe you’re unhappy with your portfolio. Or the fees on your investments seem too high. Or you struggle to get questions answered. It’s tempting to shoot off [...]