Social Security will replace only about 40% of your salary, on average. A solid financial plan will help you plug the gap so ...

People like you with multiple children tend to go out of their way in the course of estate planning to make things fair. That ...

Strategies include adding riders to life insurance for younger individuals and considering hybrid or traditional long-term ...

The law makes opportunity zones permanent, creates enhanced tax benefits for rural investments and opens up new strategies ...

That means your local sales tax rate — ranging from under 5% in some states to close to 10% or more in parts of Alabama and ...

Just in time for Prime Day, Mississippi is celebrating a tax holiday in July. Find out how you can save on back-to-school ...

Being nervous about retiring in a volatile market is a red flag that you're relying too heavily on your investment portfolio, ...

Home Kiplinger Advisor Collective Are 60/40 Portfolios Still Relevant Today? As a general statement, if you believe in the U.S. economy and government, the 60/40 allocation should work well for ...

Long-term income investors know the importance of rising dividends. Shares in companies that raise their dividend payouts ...

Home Taxes Tax Filing Don’t Make These Five Mistakes on Your Tax Return The IRS warns taxpayers to watch out for these common errors as they prepare to file.

Retirees can plan for a near-term recession with a range of strategies, from small investment changes to significant lifestyle hacks.

People who don't 'need' their Social Security may consider using their benefits to manage estate taxes and long-term care expenses.