2+ hour, 36+ min ago  (749+ words) Don't spend money you don't have. Learn why the Great Wealth Transfer might leave you with less than you think and how to plan around it. Expecting an inheritance and think that means you don't have to save for retirement?...

2+ day, 3+ hour ago  (1020+ words) We owe it to our loved ones to consider what will happen when we pass away. Taking care of our own paperwork now will spare them time, stress and money later. You are the chief financial officer of your household....

3+ day, 3+ hour ago  (777+ words) If a special needs trust isn't structured correctly, the recipient could lose out on a chunk of money when they need it the most. Here's how to help stop that from happening. For families with a child or grandchild who…...

2+ week, 1+ day ago  (1757+ words) The Bank of Mom and Dad can be challenging " financially and emotionally. These tips pave the way. "Everything is more expensive these days, from groceries to rent to cars; it's harder to buy a house, harder to save money," says…...

3+ week, 3+ day ago  (681+ words) IRAs form an important part of your estate plan. Give yours some attention this spring so they work in harmony and ensure your wishes will be carried out as you intend. Spring is a season for cleaning up the garden…...

1+ mon, 1+ day ago  (202+ words) Donna joined Kiplinger as a personal finance writer in 2023. She spent more than a decade as the contributing editor of J. K. Lasser's Your Income Tax Guide and edited state specific legal treatises at ALM Media. She has shared her expertise as…...

1+ mon, 2+ day ago  (856+ words) Have market gains and OBBBA tax changes put the spotlight on your charitable giving strategy? A donor-advised fund can help you make the biggest impact on your chosen causes while remaining tax efficient. When the One Big Beautiful Bill Act…...

1+ mon, 1+ week ago  (685+ words) Before you look at your net worth, look in the mirror " your philosophy on life will inform your legacy, and understanding that first will allow a meaningful estate plan to unfold. A historic Great Wealth Transfer is reshaping the American…...

1+ mon, 1+ week ago  (808+ words) As private equity consolidates the accounting industry, high-net-worth families with complex tax situations might want to set up centralized oversight to prevent issues that could result when multiple advisers and professionals are involved. More than 100 CPA firm deals were completed…...

1+ mon, 2+ week ago  (377+ words) I just want to help our adult kids pay for daycare and camp for our grandchildren. Should I stop? Question: We're 68-year-old retirees with $6. 8 million. Our two adult kids never ask for money, but I give each of them $1, 000/month…...