U.S. workers appear to have a knowledge gap about Social Security, which could lead to money-losing mistakes once program ...

The financial services firm’s guidance takes a different path than the traditional 4%-a-year strategy. Researchers compare ...

Homeowners leverage their home equity through various strategies, such as HELOCs or reverse mortgages. A newer option: Shared ...

Financial plans based purely on growth, like the 60/40 portfolio, are built for a different era. Today’s retirees need plans ...

Guaranteed' life insurance policies can sound tempting if you've been declined for insurance elsewhere. Here are four ...

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

"All's well that ends well" is one way to describe the second quarter of 2025, at least from a pure price-action perspective.

Think of your financial adviser as a golf caddie — giving you the advice you need to nail the retirement course, avoiding ...

Many expats retire in Belize to explore the country's huge barrier reef and enjoy a relaxed lifestyle. Best yet — the visa ...

Armed with education and awareness, you can avoid unethical people in the financial industry by seeking fee-only fiduciaries ...

When a surprise windfall lands in your lap, it can open up doors, says Patrick Doherty, SVP and financial adviser at Wealth ...

Back in the day, investors who wanted into Capital Group’s American Funds had to buy them through an adviser. Those rules ...