FOUND: 5 - What They Never Told You

How to Coordinate Claiming Social Security With Your Tax Bracket

Rather than claiming Social Security based on when you need the money, view your timing as a tax-planning tool that can help you lower your lifetime tax bill.

Kiplinger · Aug 22

The Biggest Obstacle to Happiness Isn't a Poorly Performing Portfolio — It's a Barrier You Haven't Even Noticed

Unless you recognize where your motivation for building wealth comes from, it's unlikely to lead to lasting happiness. Here's what to do about that.

Kiplinger · Aug 22

Dow Adds 517 Points Ahead of Nvidia Earnings Week: Stock Market Today

The stock market still looks basically healthy, but the bond market is starting to show signs of stress.

Kiplinger · Aug 21

The Hidden Costs Inside a 'Zero-Fee' IRA

Six ways "free" retirement accounts can cost you without showing it — and how to keep more of your money.

Kiplinger · Aug 21

How Advisers Can Strengthen Their Client Relationships: These Small Changes Can Have a Powerful Impact

Small tweaks to your sales process can uncover new opportunities and better serve your clients' retirement goals.

Kiplinger · Aug 21

Advisers: This Outdated Retirement Rule Actually Un-Diversifies Your Clients

Instead of saving home equity as a "last resort" in retirement planning, it makes sense to treat it as a strategic asset that's incorporated from the start.

Kiplinger · Aug 21

In Our World of AI, This Is How Advisers Can Help the 'Confidently Wrong' Client

Financial advisers shouldn't fear being replaced by AI. Instead, embrace the role of a trusted guide who helps clients apply information they get from AI tools.

Kiplinger · Aug 21

Dow Sinks 703 Points as Yields Spike, Walmart Slumps: Stock Market Today

Bond yields resumed their march higher on news that U.S. debt has topped $40 trillion, while Walmart suffered its biggest one-day drop in years after earnings.

Kiplinger · Aug 20

More of Us Are Using AI for Financial Advice: Here's Where I'd Draw the Line

AI can track spending, organize expenses, watch for unusual activity and remind us when to pay bills, but it can't offer personalized financial advice.

Kiplinger · Aug 20

Which Trust Type Saves Your Kids The Most Money?

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one is right for you.

Kiplinger · Aug 20