Personal Finance News, Investing Advice, Business Forecasts (2024)

• Your Guide to the Housing Market in 2024
• Record-High 2024 HSA Contribution Limit: What You Should KnowHSA Limit
• 14 Social Security Tasks You Can Do Onlineretirement
• How Estate Planning Can Thwart the ‘Third-Generation Curse’
• Red vs Blue: Staying the Financial Course During an Election
• Have Your Say in the Kiplinger Readers' Choice Awards 2024Kiplinger Readers' Choice Awards

Investing

• Is Investing in Mutual Funds Worth It?It's important to ensure that your funds are truly diversified and not simply duplicates of other funds. Plus, distributions can cause trouble.By Alex Astin, MBA, CEP®, IARPublished 13 March 24

  retirement

• Four Ways Your Workplace Benefits Could Help With Your TaxesYour employer may offer resources that can help you with your financial strategy, on top of providing potentially tax-advantaged retirement and other accounts.By Kate WingetPublished 13 March 24

  taxes

• stocks

  See Also

  Investing in Stocks Under $1: A Guide for Beginners – Learn Build Profitonline investment tips The 10 best small investment tips for limited budgets – walking to wealthHow to Use Rental Property as Passive IncomeNifty: Your Personalized Investment Advisor

Personal Finance

• Use the 529 Grandparent Loophole To Maximize College SavingsUse the 529 grandparent loophole to fund a grandchild’s education without impacting their financial aid eligibility.By Erin BendigPublished 12 March 24

  College

• Best Airline Credit Card Bonuses Worth up to $840 That Come with Free Companion Tickets.We’ve rounded up the two best airline credit card bonuses worth up to $840 to help you rack up miles, earn a companion pass and pay for your next big vacation.By Ellen KennedyLast updated 12 March 24

  travel credit cards

• Southwest Credit Cards Now Come with a Bonus Offer Worth $750Earn 50,000 Rapid Rewards points with a Chase Southwest credit card.By Ellen KennedyLast updated 12 March 24

  credit cards

Taxes

• Four Ways Your Workplace Benefits Could Help With Your TaxesYour employer may offer resources that can help you with your financial strategy, on top of providing potentially tax-advantaged retirement and other accounts.By Kate WingetPublished 13 March 24

  taxes

• How to Calculate Your Adjusted Gross Income — and What It MeansIncome TaxYour eligibility for certain money-saving tax breaks depends on your adjusted gross income.By Ella VincentPublished 12 March 24

  taxes

• Biden Calls for Doubling Capital Gains TaxThe White HousePresident Biden wants to increase taxes to have the wealthy pay a “fairer” share.By Kelley R. TaylorLast updated 12 March 24

  taxes

Kiplinger Advisor Collective

• Financing Projects Without Jeopardizing Your Financial FutureFunding large purchases should be thoughtfully planned.By Mario HernandezPublished 7 March 24
• Should I Get a Reverse Mortgage? Six Questions to Ask FirstThe secret to your retirement income could live in your home’s equity.By Kiplinger Advisor CollectivePublished 6 March 24
• Looking for the Right Tax Professional for You? Seven Factors to ConsiderThe right professional will help you more than just once a year.By Kiplinger Advisor CollectivePublished 28 February 24

Retirement

• How to Open a Roth IRA in 5 Simple StepsretirementHere's what you need to know in order to open a Roth IRA.By Erin BendigLast updated 12 March 24

  retirement

• Biden's Budget Rejects Any Cuts To Social Security and MedicareThe president's $7.3 trillion budget seeks to expand programs including some drug provisions under the Inflation Reduction Act.By Keerthi VedantamPublished 11 March 24

  Politics

• UnitedHealth To Start Testing Medical Claims System Next WeekFollowing cyber hack last month, Change Healthcare parent says it expects to restore key systems during week of March 18.By Joey SolitroLast updated 11 March 24

  Health-insurance

Economic Forecasts

• Kiplinger Trade Outlook: Imports Grow Faster than ExportsEconomic ForecastsWith trade partners struggling, U.S. exporters are in for challenging times.By Rodrigo SermeñoLast updated 11 March 24

  Economic Forecasts

• The Robots Are Coming... But Not For a WhileThe Kiplinger LetterThere’s excitement in the tech sector over the potential of humanoid robots, but widespread adoption is likely to be years away.By John MileyPublished 10 March 24

  The Kiplinger Letter

• Farmers Face Another Tough Year As Costs Continue to Climb: The Kiplinger LetterThe Kiplinger LetterFarm income is expected to decline for a second year, while costs continue to up-end farm profitability.By Matthew HousiauxPublished 10 March 24

  The Kiplinger Letter