Kiplinger

It's a relatively quiet week for earnings and economic data, as markets focus on major themes such as AI and interest rates.

Are you getting $90 back on your Part B premiums? Here is a complete breakdown of who qualifies, who is excluded, and when payments arrive.

IPOs are exciting — that doesn't mean they're bargains, and you're usually better off tuning out the hype. Here's a checklist to help you decide when to invest.

In this week's Wealth Wise advice column, financial experts run the numbers to see if a frustrated worker can safely trade their job for a $90,000-a-year retirement.

DST investors may pay taxes on income being held back for future property improvements. It's no cause for alarm, as taxes today mean tax benefits tomorrow.

Eligible education workers can contribute to 403(b) and 457(b) plans, giving them flexibility when deciding how to save and use retirement funds.

Giving your adult children or grandchildren a massive cash gift can sabotage the financial independence you hope to build. Here is how to restructure your legacy with incentive trusts.

What do you want your retirement to look like? Define the mission first, and the appropriate investment products will practically pick themselves.

Helping them out is cool, but the best gift is teaching them how to manage money, be realistic about their standard of living and learn to stand on their own.

Does your estate plan need a will, a trust or both? Understanding how these tools work, and what your family needs, will help you make the right choice.

Without explicit instructions for stocks in your estate plan, your heirs may end up selling everything for simplicity or because they're mired in conflict.

"I took $50,000 out of my 401(k) at (age) 40 to buy a business. Three years later, the business was broke, and we were going to be foreclosed on our home."

Don't ignore the markets entirely, but don't let your emotions control decisions based on headlines and volatility. Here's what to do instead.

Coastal tradition or desert cool? We break down the real cost — and culture — of retiring in two of America’s most iconic zip codes.

Retiring soon? Keep your relationship strong by discussing these three questions with your partner before handing in your notice.

If you paid a fee to withdraw cash from a non-bank ATM anytime between 2007 and 2026, you could be eligible for a payment from a $167.5 million settlement. Here’s who is eligible and how to file a claim.

From HSAs to backdoor Roths and even taxable brokerage accounts, there are plenty of ways to boost retirement savings once you've hit your full 401(k) match.

AI can't take the place of the human touch when it comes to getting investment advice and planning for your future.

For now, it looks like there will be no rate hike in October, though the Fed's decision remains subject to the flow of incoming economic data.

Depositing an inheritance check might be trickier than you think. Here are your options and smart strategies to take that gift and build lasting wealth.