"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.

Most advisers deliver more value than their clients realize. Here's how you can make that easy for your clients to understand and fully appreciate.

With interest rates near two-decade highs, guaranteed income is looking attractive again. Here are 4 ways to play the rate spike.

Joy Taylor answers questions from readers who are paid tax return preparers

While conventional wisdom views a career as a stable bond, human capital carries unique risks, so a client's job shouldn't always be treated as a safe asset.

When clients' retirement transition is harder than they expected, a "ready, shoot, aim" approach to income withdrawals is often to blame. Here's how to fix it.

In this panel conversation, Kiplinger editors talk to experts about the Great Wealth Transfer and answer questions on how to discuss inheritance with your family.

Yields on the 10- and 30-year Treasury bonds hit their highest levels since 2002 Thursday on manufacturing price pressures, but retreated into the close.

The Federal Reserve rate cut has gotten most of the coverage, but several other issues are pushing bond yields higher.

GreenRock founder Prem Patel notes that headline stock indexes might look steady thanks to a handful of tech giants, but there is more risk than meets the eye.

Use Kiplinger's guide to seven classic strategies to find the right look for your portfolio.

Pulling out of the market to avoid lows means you'll miss out on the next highs. But there's another side to the story — and it might alter your perspective.

The September jobs report will be released Friday morning. Here's what we expect the data to show.

Voters in several states will decide on key tax measures during the 2026 midterm elections this fall.

We are increasingly measuring financial success by the peace of mind, stability and life choices money brings rather than the total net worth we accumulate.

A $10,000 monthly retirement income sounds like a dream budget, but will it cover your future expenses? We broke it down to see how far it actually goes.

Despite sticky inflation and rate-hike concerns, the S&P 500 and Nasdaq showed resilience in September — and seasonality could keep wind at the market's back.

This estate-planning tool provides financial security for a loved one who has a disability.

Find out when you can expect your 2027 Social Security payments and the date you get paid when your scheduled day falls on a holiday.

Take this 2-minute quiz to see if your property taxes could be lower.

Eighty percent of retirees pay $0 in federal income taxes, but since you have a pension, you're likely in the 20% who will pay taxes. What you can do about it.

If you want to shelter some of your cash from market volatility, here are smart alternatives that'll outpace inflation and help you reach your goals.

Open enrollment is just weeks away; it’s time to review your Medicare drug plan.

T-Mobile offers discounted plans for customers 55 and older, military members, veterans and first responders. See who qualifies and how much you could save.

Even something as simple as buying a new car can have wide-ranging consequences. This metaphor can help you understand your options.

Don't want to risk missing your family for the holidays? Here are the airlines to choose (and the ones to avoid).

Moneymaxxing can help you save more, earn better rewards and cut costs. Here’s how to optimize your finances without taking it too far.

From caregiver contracts to unequal inheritances, estate planning experts explain how to reward your most dedicated child without fracturing the family.

It's been a tough month for the Dow Jones Industrial Average, but the seasonal trend for stocks looks good from a historical perspective.

High borrowing costs are freezing mobility for aging homeowners. Here’s how to access your home equity without wiping out your savings.

The AI laboratory is talking about huge numbers in a prospectus for its initial public offering.

Think twice before dropping cash on high-maintenance toys. Here are five expensive items retirees are far better off renting than buying.

Successful retirement planning is about building a predictable, self-made paycheck that covers your essential expenses so you can enjoy life without worry.

An inheritance can bring opportunity but also responsibilities. Take this short quiz to discover how ready you are, and get tips to protect your legacy.

You may be helping aging parents with medical expenses and adult children with living costs. How to care for your family without sacrificing your retirement.

In today's story, Dr. Mark learns the hard way that you should never quit without a signed job offer, especially if you're a bridge burner.

Bear with me as I talk about the fat-bear mindset of your finances. (Sorry.)

As the war in the Middle East between the U.S. and Iran continues to drag on stocks and sentiment, a rogue OpenAI model attacks the United Nations.

Surfshark offers more than a VPN. Learn how its antivirus, data breach alerts, Alternative ID and other tools can help protect your information online.

Regular physical fitness can defer long-term care by two years, yielding a financial return that most portfolio strategies cannot match.

Tech giants are borrowing heavily to fund the AI boom. Here is what older investors must do if those debts trigger a market crash.

Even if you're very wealthy, you may need to plan for long-term care through age 100. Our Wealth Wise columnist asks the experts what to do.