Major corporations are adopting pet-friendly office policies as an employee perk.
How a Patient Advocate Helps You Navigate the Medical System
This professional can sort through your care options or sort out medical or insurance snafus.
6 Ways to Get Holiday Deals
Whether you do your shopping in stores or online, use our tips to save money this gift-giving season.
8 Career Moves That Prove You're Finally a Grown-Up
Strategies to move forward, get ahead, and make more money.
Generate a Do-It-Yourself 2017 Tax Cut
Taxpayers can benefit by maximizing itemized deductions this year.
Only Homo Sapiens Need Apply for New 529 College Savings Tax Break
But you don’t have to wait for Congress to act to open a tax-advantaged plan to save for an unborn child or grandchild’s college education.
A Child-Care Tax Break for Working Parents
New parents and those with pre-teens can save on taxes (for now) when paying for child care by signing up for an employer’s dependent-care flexible…
Ropes & Gray, The Boston Foundation and Boston College Present Leading By Example Program on International Philanthropy
The following article is authored by Jean Whitney, a philanthropic advisor at Ropes & Gray. She works with families, charitable trusts and private foundations to…
Investors: Stop Overpaying for Simple Market Advice
Do you pay your financial adviser a 1% advisory fee for all your investments? If so, you may be paying too much, because much of…
4 Ways Retirement Savers Can Help Reduce Their RMDs
You’re proud of the nest egg you’ve built in your IRA and 401(k), but are you prepared for the tax bill that will come with…
Why I Think Apple's Stock Is a Bargain
Though Apple is already largest holding in my portfolio, I’m sorely tempted to buy more.
Smart Year-End Moves to Trim Your 2017 Tax Bill
Some of these year-end moves will be even more compelling if lower rates arrive in 2018.
The Right Price for Investing Advice
We help you navigate the bewildering world of financial advisers.
Scout Mid Cap Fund Hits the Market Sweet Spot
The managers of Scout Mid Cap aren’t afraid to make big sector bets.
This Health Care ETF Wins With More Exposure to Smaller Firms
Guggenheim S&P 500 Equal Weight Health Care approach to success is right there in its name.
5 Signs You're Buying a Flood-Damaged Car
A used vehicle with a superlow price may have been submerged in the recent hurricanes.
7 Tips for Spending Down Your Retirement Savings
Saving for retirement is one thing. Coming up with a plan to start drawing down your assets while making your money last a couple of…
Legislative Update: New Vulnerable Persons and POA Statutes
On October 26, 2017, David F. Johnson presented “Legislative Update Impacting Fiduciaries,” to the Texas Bankers Association’s Advanced Trust & Portfolio Management Forum in San…
Could seeking judicial enforcement of a trust's no-contest clause implicate the state's anti-SLAPP statute?
On January 1, 2013, I posted on JDSUPRA some content entitled “Trial lawyers beware of the in terrorem trust clause: A nasty trap that can…
Undue Influence – The Carpenter’s Exception In Will Contests
In a proceeding contesting the validity of a will, the proponent of the will only has the burden to establish that the will was executed…
To Build a Sturdy Financial House, You'll Need a Well-Designed Plan
You wouldn’t build a house without a blueprint, but that’s what too many people do with their finances, and it can easily turn out very…
Where You Rank as a Taxpayer
As Congress finally gets serious about tax reform, you need to know where you stand now, so you can understand how changes will affect your…
4 Keys to a Happy and Prosperous Retirement
The goal is a long and happy life you love! It takes more than just money, so do some self-searching well before you retire.
Kiplinger's Economic Outlooks
Regularly updated insights on the economy’s next moves.
Doors Now Open For ACA Enrollment
If you’re planning to enroll in a marketplace Obamacare plan for 2018, be ready for a shorter sign-up period, higher premiums and other changes.
Health Coverage Is No Slam Dunk
I hadn’t reckoned on some curveballs along the way — especially when it came to signing up for Medicare Part B and Medigap.
Best Health Savings Account
HSAs are a tax-friendly way for workers to pay medical bills today and well into retirement.
Best Financial Gifts to Give in 2017
Give the gift of greater spending power with something more fun and thoughtful than a stocking full of cash.
Best Values in Tech
Best mobile wallet, best way to power up, best password manager, best smart watch.
Best Ways to Get Free Trades at Online Brokers
Learn the ins and outs of trading commission-free.
How to Tip, Handle Gift Gaffes and Work the Office Party
Ease your end-of-the-year worries with these basic guidelines.
3 Best International Mutual Funds to Play the Global Economic Recovery
Why you should look overseas to grow your portfolio.
Best Ways to Make the Most of Rising Interest Rates
Strategies for finding decent yields while minimizing risk.
Best FAANG-less Tech Stocks
Dive deeper in the tech pool for other key players.
The Best Personal-Finance Products, Services, Resources and Advice of 2017
Here are our top picks for investments, rewards credit cards, budget-friendly travel, cell phone plans and more.
Apple (AAPL) Earnings Preview: It's All About the iPhone
Thursday’s Apple earnings report should provide hints about demand for the new iPhone 8 and upcoming iPhone X.
17 Surprising Benefits of Amazon Prime
Many of us first signed up for Amazon Prime years ago to take advantage of free two-day shipping, and stayed with it as the giant…
10 Things You Need to Know About Health Insurance Open Enrollment
If you’re signing up for Obamacare, you’ll have less time to buy coverage for next year, but here’s help finding the right policy more quickly.
Rebuilding Your Home and Finances After Disaster Strikes
Mopping up–and drying out–after the hurricanes was only the first challenge. Now the victims have to struggle through recovery.
Know the Risks of Investing in Cryptocurrencies
Some investors have made a lot of money, but losses can be painfully real.
Colleges Slash Sticker Prices
But lower published prices may not save you money.
Borrow Free E-Books With Libby App
From digital-content distributor OverDrive, this app gives readers free, on-the-go access to a trove of titles from multiple libraries.
Make the Most of Your Donor Dollars
After a series of disasters, demand is intense. Here’s how to give wisely.
Small-Business Success Story: The BattleAxe
This retired Navy pilot teaches her civilian clients how to take command.
8 Best Stocks to Buy for a Black Friday Boom
Halloween decorations are coming down, and the 2017 holiday shopping season is starting to ramp up, meaning it’s once again time to put retail stocks…
How to Shop for Flood Insurance
Whether or not you live in a high-risk area for flooding, you might consider getting the extra coverage.
Emerging Markets Find Their Mojo
Two Chinese tech firms, Alibaba Group Holding and Tencent Holdings, are responsible for much of the growth.
Charitable Giving Is a Family Affair
A donor-advised fund is a tax-savvy way for families to pool their charitable dollars and create the next generation of philanthropists.
What You Need to Know About Windstorm Coverage
In high-risk areas, you can face equally high costs for wind coverage. But a few smart home improvements can help you save money.
Are Your Bank Accounts at Risk?
You can get a free ChexSystem report every year to check.
Tight Inventory Spurs Prices
Kiplinger’s latest forecast on housing starts and home sales
The 4% Rule: How a Good Principle Leads People Astray
Investors often misuse the 4% rule, steering them away from solutions that could more effectively make their money last in retirement.
How Your Income Stacks Up
Are you in the top 25% of all earners? The top 10%? Plus, find out what portion of the tax burden you bear according to…
5 Buy-and-Hold Stocks You Shouldn't Hold Anymore
Part of the beauty of buy-and-hold investing is its simplicity. The market always has occasional pullbacks and crashes, but the long-term trend has always been…
Retirees Need to Face the High Cost of Bad Luck
When you’re working and the stock market plunges, it’s a temporary problem. But if you’ve just retired, or are about to, then it could devastate…
Raising Cash to Make Hurricane Damage Repairs
Many hurricane victims are still waiting for payments from insurers or disaster assistance from FEMA to make home repairs. In the meantime, here are ways…
Can You Afford $72,000 a Year for Long-Term Care?
That’s what one of my own family members pays, and it’s not unusual. Everyone needs a solid long-term care plan. Here are four ways to…
Are You Looking Forward To 2018? We Are!
To assist you in your planning, we are happy to report the following inflation adjustments to key estate, gift, and generation-skipping transfer tax (“GST”) exclusion…
Gift and Estate Tax Exclusion Amounts Set to Increase in 2018
Around this time every year, the IRS looks at whether there has been a year-over-year increase in the Consumer Price Index and announces inflation adjustments…
Court Refuses To Enforce Arbitration Clause By Financial Advisor
In Steer Wealth Mgmt., LLC v. Denson, Denson, in her individual capacity and as executor of her husband’s estate, sued Steer Wealth Management, LLC, for…
Estate Planning Strategies Driven By Interest Rates
There are a number of estate planning strategies that work well to move assets in an efficient manner from one generation to another within a…
How to Break Through a "No-Contest Clause" in a Will or Trust in Michigan
After much thought and consideration, Alice decided to update her Last Will and Testament to change the amounts her two sons, Bob and Charles, will…
4 Things Financial Advisers Hear That Give Them Chills
Overconfident clients say the scariest things about the stock market sometimes. If they’re not careful, “irrational exuberance” could trick them out of their retirement treats.”
10 States With the Scariest Death Taxes
Federal estate taxes are no longer a problem for all but the extremely wealthy. In 2017, as much as $5.49 million in assets is exempt…
4 Reasons to Hold a Retirement Dress Rehearsal
Before you sell your house and buy that golf course condo or move down the street from your grandkids, take some time to try it…
3 Dependable High-Yield Dividend Stocks to Buy
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5 Hazards to Avoid on the Retirement Tour
Golf is all about preparation, making smart choices and avoiding bunkers. And so is retirement.
Winter Car Care and Maintenance Tips
Permalink — https://www.kiplinger.com/slideshow/cars/T009-S001-winter-car-care-and-maintenance-tips/index.html URL of source article. Date — October 30, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
Gas Prices Have Crested
Kiplinger’s latest forecast on the direction of energy prices
Earnings Calendar, Week of Oct. 30 – Nov. 3, 2017 (FB, AAPL, SBUX)
Check out our weekly earnings calendar and read the latest quarterly earnings previews.
15 Consumer Staples Stocks You Can Count On
Permalink — https://www.kiplinger.com/slideshow/investing/T052-S001-15-consumer-staples-stocks-you-can-count-on/index.html URL of source article. Date — October 30, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
Petition Denied to Remove Wilmington Trust as the Trustee of du Pont Family Trusts
Wilmington Trust serves as the sole trustee for certain du Pont Family Trusts established in the 1940s and 1950s. For many years, Wilmington Trust was…
Estate Tax Changes Past, Present, and Future
I. INTRODUCTION – This outline is a selective and evolving review of the history of the modern federal estate tax. It originated during the attempts…
The Economy Is on a Roll
Kiplinger’s latest forecast for the GDP growth rate
How To Maximize Your Social Security Benefits
Rebalancing your portfolio is the first of three steps you can take to bolster the chances that you’ll be able to push off taking Social…
8 Ways to Escape a Dying Industry
Strategies to successfully exit a career going the way of the dinosaur.
The 11 Best Tech ETFs for Years of Stellar Gains
Permalink — https://www.kiplinger.com/slideshow/investing/T022-S001-the-11-best-tech-etfs-for-years-of-stellar-gains/index.html URL of source article. Date — October 27, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
Going Broke is Only 1 Way People Fail Retirement
Having a successful retirement takes more than just money. You have some tough questions to answer about how you want to spend your time and…
11 Best Health Care Stocks to Buy
Permalink — https://www.kiplinger.com/slideshow/investing/T052-S001-11-best-health-care-stocks-to-buy/index.html URL of source article. Date — October 27, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
Spare Your Heirs the Guitar Man’s Fate: Three Tips for an Estate Plan That Silences Arguments Over Family Heirlooms
When Grateful Dead front man Jerry Garcia died in 1995, he left his custom guitars to the man who made them. But Douglas Irwin, who…
Retirees, Start a Nonprofit to Serve a Need
If there’s a cause you’re passionate about, you could help fill a gap.
Hit Hard by Hurricane? Tapping Your 401(k) May Not Be a Great Idea
The IRS recently relaxed some rules related to hardship distributions from retirement accounts to make it easier and faster for hurricane victims to get money.…
Amazon (AMZN) Earnings Preview: No Margin for Error?
The recent acquisition of Whole Foods is a wild card for Amazon’s third-quarter sales and profits.
3 401(k) Problems That Can Shrink Your Returns
Your 401(k) may be your biggest retirement asset. When it comes to fees, contribution matches and eligibility, don’t just trust: verify.
Business Investment Slowly Gains Strength
Kiplinger’s latest forecast on business equipment spending
5 Top Mutual Funds That Invest in Red-Hot Emerging Markets
Permalink — https://www.kiplinger.com/slideshow/investing/T041-S001-5-top-mutual-funds-that-invest-in-red-hot-emerging/index.html URL of source article. Date — October 25, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
Best Phone Plans for Every Type of User, 2017
Permalink — https://www.kiplinger.com/slideshow/spending/T063-S002-best-phone-plans-for-every-type-of-user-2017/index.html URL of source article. Date — October 25, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
How to Report a Tax-Free Transfer From Your IRA to Charity
The tax filing rules for qualified charitable distributions can be tricky. You must specify how much of your required minimum distribution is taxable and why…
The 5 Best Retirement Funds for 2018
Permalink — https://www.kiplinger.com/slideshow/investing/T041-S015-the-5-best-retirement-funds-for-2018/index.html URL of source article. Date — October 25, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
Do You Have a Written Financial Plan?
Uncross your fingers and grab a pen right now. Here’s a selection of points your retirement financial plan needs to cover.
Equifax Data Breach Hit Me: Here's How I Protect Myself Now
A financial professional who once paid Equifax to monitor his own personal information outlines the four-step plan he now uses instead to guard his identity,…
9 Common Mistakes You're Making With Your Checking Account
Practical guidelines to keeping your money in check.
IRS Announces Key Estate and Gift Tax Exemptions for 2018
On October 19, IRS issued Revenue Procedure 2017-58, announcing inflation adjustments for 2018 for dozens of important figures across the Internal Revenue Code, including the…
Medicaid Annuities Help Protect Savings
A tactic to prevent unexpected nursing home care from evaporating the family nest egg.
October Can Be a Scary Month for Investors
People saving and investing for retirement, over the years, have had some frights in October. Here are two scary financial scenarios, and how to prepare…
8 Best Dividend Growth Stocks for a Bear Market
Permalink — https://www.kiplinger.com/slideshow/investing/T052-S001-8-best-dividend-growth-stocks-for-a-bear-market/index.html URL of source article. Date — October 24, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
5 Reasons Stocks Should Keep Climbing
Just because stock valuations are high doesn’t mean they can’t still go up from here.
8 Money Moves You Must Make Before 2018
Let us be among the first to put the new year on your radar, because believe it or not, there are some end-of-the year financial…
Preparing Yourself for a Stock Market Downdraft
The stock market’s bull run is over eight years old. Do you know what to do when it ends?
7 Reasons Baby Boomer Women Have a Problem Ahead
Permalink — https://www.kiplinger.com/slideshow/retirement/T047-S014-7-reasons-baby-boomer-women-have-a-problem-ahead/index.html URL of source article. Date — October 24, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
What you should know about estate and gift tax 2018 inflation adjustments
The IRS has announced the 2018 inflation adjustments for many tax provisions, including exemptions for estate, gift and generation-skipping transfer taxes and the annual exclusion…
[Video] Estate Planning & Family Law: How To Protect Your Assets For Future Generations
Norma Stanley and Derren Ciaglia explain the similarities of estate planning and family law, and give some examples of how to protect your assets in…
IRS Announces 2018 Estate and Gift Tax Numbers
As it does every year at this time, the Internal Revenue Service has announced updated numbers for 2018 relating to estate and gift taxes (as…
Private Wealth Updates – Fall 2017
The gift tax annual exclusion will increase from $14,000 to $15,000 next year, allowing donors to give up to $15,000 ($30,000 combined for married couples)…
11 Best Tech Stocks to Buy for the Dividends
Permalink — https://www.kiplinger.com/slideshow/investing/T018-S001-11-best-tech-stocks-to-buy-for-the-dividends/index.html URL of source article. Date — October 23, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
5 Questions to Help You Find the Right Financial Planner
When you pick a financial adviser, you need someone who’s a good fit. And for those who already have an adviser, if your situation is…
Where to Turn When Bonds Aren't the Investment They Used to Be
In an environment of rising interest rates, bonds aren’t the shiny penny they once were. So some folks are looking into annuities, including fixed-index annuities,…
Unified Credit for Estates & Annual Exclusions for Gifts Increased for 2018
The IRS announced that the Unified Credit for Estates and Annual Exclusion for Gifts will be higher in 2018. Unified Credit Against Estate Tax. For…
IRS Withdraws Proposed Code §2704 Regulations On Lapsing Rights And Restrictions
The IRS has withdrawn the controversial proposed regulations under Code §2704 that would have significantly affected the use of discounts in US estate planning. Code…
The 10 Hottest Gadgets to Watch For in 2018
Permalink — https://www.kiplinger.com/slideshow/investing/T058-S015-the-10-hottest-gadgets-to-watch-for-in-2018/index.html URL of source article. Date — October 20, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
You Can Contribute More to Your 401(k) in 2018
You’ll be able to stash an extra $500 in a 401(k) or other employer-sponsored retirement plan in 2018. But the maximum annual IRA contribution will…
The Medigap Conundrum If You Take a Job in Retirement
A guide to some of the ground rules to keep your insurance intact and avoid penalties.
Kiplinger Dividend 15 Our Favorite Dividend Stocks
Permalink — https://www.kiplinger.com/slideshow/investing/T018-S003-kiplinger-dividend-15-our-favorite-dividend-stocks/index.html URL of source article. Date — October 20, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
7 Retail Stocks That Need to Be Rescued
Permalink — https://www.kiplinger.com/slideshow/investing/T052-S001-7-retail-stocks-in-desperate-need-of-an-m-a-rescue/index.html URL of source article. Date — October 20, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
Baby Boomer Women Have a Big Retirement Problem Ahead
A perfect storm of financial factors related to caregiving and careers has created a looming retirement crisis. Why women in or near retirement should be…
6 Ways to Protect Your Nest Egg If You Fear a Bear Market
No one can predict what stocks will do next, but there are plenty of things worried investors and retirement savers do have control over.
8 Steps to Picking the Right Medicare Plans
Permalink — https://www.kiplinger.com/slideshow/retirement/T027-S001-8-steps-to-picking-the-right-medicare-plans/index.html URL of source article. Date — October 20, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
Estate Planning for Empty Nesters
Your youngest child is finally off to college. The spare bedroom is now a cozy den. The weekly grocery bill has been cut in half.…
Do You Have a Foreign Trust?
The answer in the litigation context may not be black and white because it requires a careful, analytical walk through the applicable sections of the…
Determining Whether There Has Been Undue Influence
The presumption of undue influence when the evidence demonstrates that a person in a confidential relationship with a grantor or testator of weakened intellect receives…
The Hidden Costs of Variable Annuities and How to Avoid Them
When people seeking guaranteed income turn to annuities, they are gaining security … but they need to realize what it’s costing them. Surrender charges, fees…
You Can't Hit Retirement Goals If You Don't Know What They Are
Blindly saving won’t get you far. You need to target exactly where you’re going, and how you’re getting there, with a written plan.
7 Investments Every Retirement Investor Should Own
Permalink — https://www.kiplinger.com/slideshow/investing/T052-S015-7-investments-every-retirement-investor-should-own/index.html URL of source article. Date — October 19, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
7 Monthly Dividend Stocks for Income You Can Count On
Permalink — https://www.kiplinger.com/slideshow/investing/T018-S001-7-monthly-dividend-stocks-for-income-you-can-count/index.html URL of source article. Date — October 19, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
General Electric (GE) Earnings Preview: Will GE Cut Its Dividend?
The threat of reduced cash payouts to shareholders is weighing on the company and its stock.
How John Steinbeck’s Estate Planning Missteps Led to Family Feud and $13 Million Jury Award
When celebrated author John Steinbeck died in the late 1960s, he left a considerable literary legacy that included the classic American novels The Grapes of…
Extreme Loss Aversion is Not a Retirement Strategy
If you quake at the thought of losing money in the stock market, you might not be thinking about investing in the right way, and…
