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UNBELIEVABLE: 7 - The Untold Story

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

From analysis to the latest developments in health,
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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

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...

GOBankingRates

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.

Kiplinger

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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.

Benzinga

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.

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

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news in one place.

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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

Kiplinger

Four Ways to Help Prevent a Market Downturn From Scrambling Your Nest Egg

You may not be able to avoid a market decline when you're newly retired and starting to rely on your nest egg for income, but you can plan for that risk.

Kiplinger

Wealth Advisers: In Estate Planning, the End Is Just the Beginning

We need to keep the lines of communication with our clients open so that we can anticipate and help them navigate issues that arise over time.

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Kiplinger

Eight Estate Planning Steps to Protect Your Loved Ones (and Your Legacy)

Two-thirds of Americans don't have an estate plan. If you're one of them, these are the essential steps to take now to prevent problems for your family later.

Kiplinger

A Financial Adviser's Guide to Solving Your Retirement Puzzle: Five Key Pieces

If retirement's a puzzle you're struggling with, try answering these five questions. The answers will guide you toward a solution.

Kiplinger

Ohio Tax-Free Holiday 2025 Will Run Two-Weeks Soon: Don't Miss Out

Ohioans won't want to miss out on extended sales tax holiday savings as pressure from tariffs and inflation spikes prices.

Kiplinger

Four Innovations That Reinvented Retirement as We Know It and Why AI Is Next

A financial professional explores the innovations that have reshaped our lives over the years — and what the next revolution, AI, could mean for your legacy.

Kiplinger

Trump Tariffs: Will Walmart, Target and Nike Still Raise Prices in 2025?

Walmart and other major U.S. retailers were bracing for price hikes due to steep tariffs, but now that could change.

Kiplinger

Sorry, But AI Alone Doesn't Cut It for Financial Planning

Artificial intelligence has its place in retirement planning — but only as a tool. It falls short in several key areas that require a human touch.

Kiplinger

Advisers: Master the Fed Funds Rate, Help Clients Master Retirement

Understanding the Federal Reserve's key tool can help financial professionals guide clients through economic shifts and opportunities.

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