Tag Archives | Kiplinger’s Personal Finance
2020-06 Canva Pandemic Spending

How Has Your Spending Changed During The Pandemic?

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Retiring Soon? Why Contributing To Your Traditional IRA For 2020 Could Be A Smart Move

Confused as to whether a Roth IRA or Traditional IRA might be best for you? Mari talked with Kiplinger’s Personal Finance magazine about  how to choose between a Roth or Traditional IRA. The first thing to know is that the contribution limit of $6,000 is unchanged from 2019 (you can contribute an extra $1,000, for a […]

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What’s Ahead For Housing Prices?

What impact will tax reform have on housing prices? You’re probably aware that real estate taxes (and other local and state taxes) are only deductible up to $10,000 per year. There are also new caps on deductible mortgage interest. What does this mean for home prices? Here’s some insights to help forecast where home prices […]

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Quote Of The Week: Is The Stock Market Correction Over?

Just when they think they’re out of the woods, investors keep getting pummeled by a stock market that can’t seem to make up its mind whether it’s headed up or down. Anne Kates Smith, Senior Editor, Kiplinger’s Personal Finance, “Is the Stock Market Correction Over?” May 10, 2018  

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Least Tax-Friendly States for Retirees

Are you living in one of the least tax friendly states for retirees? That’s the case if you live in Connecticut, Indiana, Kansas, Maryland, Minnesota, Nebraska, New Mexico, Utah, Vermont, or Wisconsin. Those are the worst 10 tax states for retirees. The absolute worst state for retirees in terms of their tax bill, according to Kiplinger magazine, […]

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Smart Gifts, Bright Start For New Grads

A devoted grandfather recently wrote to journalist Kim Lankford of Kiplinger Personal Finance magazine asking for advice on choosing the perfect, and generous, gift for his granddaughter as she graduates from college. His goal?  To help her build a solid base for her financial future. Kim brought us into the conversation, so we suggested helping the granddaughter fund […]

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Quote Of The Week: “Savers Still Feel The Pain”

How much are you making on your  bank savings accounts? Try 0.16%. That’s what is being paid on average across the U.S. That skimpy rate is inflicting pain on American retirees and other savers.  They’ve given up almost half a trillion dollars in earnings over the recent years, as a result of low-rate policies. Here’s what Janet […]

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How Much Life Insurance Do You Really Need?

That’s never an easy question to answer, but we worked with Kim Lankford on the great article she pulled together for the August 2015 Kiplinger’s Personal Finance magazine. Kim breaks down your insurance needs by age and stage of life, and provides some thoughtful strategies that can work for you whether you’re young parents just starting […]

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What Your Mom Needs To Know About CCRCs

Are your parents starting to think about ways to ditch the hassles of home ownership, yet preserve their independence and ensure access to future care options? They might be ready to look into a Continuing Care Retirement Community, or CCRC. “Continuing care retirement communities offer a resort-like setting and care when you need it,” write authors Pat Mertz Esswein and […]

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