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What is the Gift Tax Exclusion for 2024 and 2025?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
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Focus on These Five Critical Areas in Retirement Planning
Worried about how you'll pay for your retirement? It can help to structure your finances around five key areas: taxes, income, medical, legacy and investments.
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Is Downsizing Right for Your Retirement?
The lower costs of a smaller home in retirement might sound appealing, but be ready for the trade-offs that come with making this big decision.
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Fell for a Financial Scam? It Might Be Time to Test for Alzheimer's
Falling for financial scams may be an early indicator of Alzheimer's among older adults.
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The Minimum Savings You Need To Retire in All 50 States
Are you concerned you haven't saved enough for retirement? Here are the average annual expenses and minimum savings amounts needed to get by in all 50 states.
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Market Dips Can Be Retirement Busters: Ways to Guard Yourself
It's harder for retirees to bounce back from stock downturns, so you need an income strategy (and a portfolio) that's resilient.Chris
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What Could a Trump Presidency Mean For Social Security and Medicare?
Kiplinger looks at Donald Trump's stances on Social Security and Medicare, including what he did as president.
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Inheritance, Simplified: How Assets Are Passed Down
Here's a breakdown of the logistics, including probate, taxes and who gets what if you die without a will.
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Market Downturns Have Upsides: How to Take Advantage
One of the biggest benefits of a market downturn involves shifting market losers into a Roth IRA account to save big-time on taxes in retirement.
