The '120 Minus You Rule' updates an older retirement rule, with a twist. Here's how this approach to retirement portfolio ...

Learning good financial habits — building an emergency fund, paying down debt, saving consistently — gives you flexibility, ...

You should never be rushed into buying an annuity. But now that they can be sold quickly and easily online, you need to be ...

Our special report looks at the opportunities and challenges of generative AI and how its rapid move into the mainstream is ...

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers four questions on claiming ...

The Fed is likely to lower interest rates this fall, and tactical investors may want to look closer at these ETFs before rate ...

To minimize taxes on asset sales, the recommended order of account withdrawals starts with cash equivalents. Next, retirees ...

Do you think bonds protect you from stock losses? Are you confident your assets will go to your intended heirs if all you ...

Retirees might dream of selling their home, downsizing to a smaller one, and investing the extra cash for income, but the ...

AI can be a useful tool, but it often gets important financial information wrong. It also can't emulate the empathy, judgment ...

A 65-year-old retiree will face significantly higher lifetime health care costs than they would have a year ago, even with ...

Back-to-school shopping, disaster and emergency prep, and energy-efficient home upgrades get a tax-free boost this summer ...