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, ...

Maxed out your 401(k) contributions, but still want to tuck away money for retirement? Here are seven ways you can take ...

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

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

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

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

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

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

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

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

If your nest egg isn't providing the retirement lifestyle you dreamed of, it's time to ask whether it's your money that's the ...