Finance

Finance Guru Jean Chatzky: This Is the Biggest Retirement Mistake You Can Make

Do you have a plan for how you'll spend your money in retirement? If not, join the club. Many retirees wing it when it comes to withdrawing their hard-earned savin...

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Annuities Can Have Unpleasant Tax Side Effects: Here's the Surprising Antidote

Many retirement savers hold a meaningful portion of their wealth in annuities. Americans hold $2.6 trillion in non-qualified annuities alone. These accounts grow t...

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7 Key Financial Steps to Take Before You File for a Gray Divorce

Gray divorce refers to couples splitting after age 50, and it's more common than people think. Pew Research Center found that the divorce rate for Americans 50 and...

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How Ben Franklin’s Simple Rules Could Save You Money on Taxes in 2026

For millions across the country, the 2026 midyear mark is as much a time for financial planning as it is for celebration. This summer marks America's 250th birthda...

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Wealth Wise: A Multimillionaire Wants to Marry Again. How Can She Protect Her Money?

Dear Wealth Wise: I'm 46 with two teens. I'm debt-free, own my home outright plus three rentals, and have a $5 million portfolio that I actively manage across dive...

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I graduated debt-free, but my husband had $20K in student loans. Here's what we want our kids to know about taking out loans for college.

The author graduated from college without any student loan debt.Courtesy of Kris Ann ValdezI graduated debt-free by earning scholarships, going to school close to home, and working.My husband had s...

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Avoiding the Widows' Penalty Tax Trap After a Spouse Passes

The death of a partner often forces a surviving spouse to face two challenging and conflicting timelines at once: The open-ended process of grief and the immediate...

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The hottest new real estate marketing tactic: accepting IPO stock

Some luxury home sellers — including the Miami and Tribeca properties above — have started saying they'll accept tech stocks in place of traditional financing.Maria Corina Martinez; Francisco Rosar...

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I'm a Financial Adviser: 60/40 Portfolios Are Too Risky for Wealthy Investors (This Is the Strategy You Need Instead)

For decades, the 60/40 portfolio — allocating 60% to equities and 40% to fixed income — stood as the gold standard of wealth management. Its appeal was rooted in a...

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Retirement Won't Make You as Happy as You Expect: A Financial Planner Explains Why

You've done everything right. You saved diligently for decades, worked with a financial planner and built a retirement nest egg that should, by any measure, fund t...

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My First $1 Million: Retired High School Teacher, 55, Midland County, Michigan

Welcome to Kiplinger's My First $1 Million series, in which we hear from people who have made $1 million. They're sharing how they did it and what they're doing wi...

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Your Savings Account Is Failing: 3 Shifts to Reclaim Your Wealth

You've done everything right, and you're still losing ground. That's the sentiment many are feeling, as rising inflation takes bigger bites out of your paychecks w...

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A relationship banker and a risk manager: Meet the two candidates vying to succeed JPMorgan's Jamie Dimon

Doug Petno and Troy Rohrbaugh are the two frontrunners in the race to succeed Jamie Dimon.JPMorganJPMorgan named Troy Rohrbaugh and Doug Petno co-presidents, making them the frontrunners in the CEO...

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Bad investing advice and social media scams drove 2 Gen Z investors to start their own trading platform

Photo 1: Ivan Patriki; Photo 2: Carson HeinThe founders of QuantMap say they want to democratize quant research. They saw a need for better tools as bad investing advice and scams proliferated on s...

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4 iconic American CEOs are on the way out. Meet the nuts-and-bolts leaders taking their place.

From left: Greg Abel, John Ternus, John Furner, and Josh D'Amaro.Getty ImagesWarren Buffett, Tim Cook, Bob Iger, and Doug McMillon are making way for a new crop of CEOs.The new bosses of Berkshire ...

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I'm a Retirement Coach: Why 'Healthy Fear' is Good For Your Future

Fear gets a bad reputation in retirement planning.We’re told not to be afraid of market volatility, not to panic when stocks fall, not to let inflation, health car...

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In the AI era, be a builder or a seller, not a measurer

Manager Bill Lumberg, played by Gary Cole (left), checks in with his employee in the movie Office Space.ZUMA Press Wire via Reuters ConnectA version of this story originally appeared in the BI Tech...

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What business leaders are saying — and doing — about California's proposed billionaire tax

Palmer Luckey, Jensen Huang, Elon Musk, and more have commented on California's billionaire tax proposal.PATRICK T. FALLON/AFP via Getty Images; Isaac Wasserman/NCAA Photos via Getty Images; Patric...

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An Expert Guide to Calculating How Much Money You Really Need in Retirement

More Americans are growing concerned about their ability to afford retirement. A recent survey from Northwestern Mutual found that 48% of Americans believe they'll...

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How High Earners Can Get Through the Income Tax Maze

The aphorism "If you fail to plan, you're planning to fail" is commonly attributed to Benjamin Franklin. Even if the words are his, he wouldn't have been thinking ...

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Mamdani's rent freeze is official. One chart shows who stands to benefit.

Mayor Zohran Mamdani's rent freeze will take effect for leases beginning October 1, 2026.Michael M. Santiago/Getty ImagesNYC Mayor Zohran Mamdani achieved his promised rent freeze, affecting 1 mill...

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