“Don’t let anyone tell you that investing is too complex for regular people. We want to show you that everyone can make sound financial decisions.” – The Elements of Investing In a world where financial news can feel overwhelming and jargon-heavy, it is easy to believe that investing is something only professionals understand. But the… Continue reading →

Hope springs eternal, especially in March. Like many firms, ours runs an informal NCAA basketball tournament pool for our employees. It is fun. The traditional college tournament thrills fans and creates so much interest that an estimated one in four Americans fills out a bracket to predict who will win it all. As a financial… Continue reading →

Brackets may change. The standard deduction could fall. And President Trump will probably not remove taxes on Social Security income.   19 Ways Congressional Tax Action (or Inaction) Could Hit Your Wallet by: Ron Lieber and Tara Siegel Bernard At the end of February, the House of Representatives passed a budget calling for up to $4.5 trillion in tax cuts over… Continue reading →

For most people, investing can feel like a long drive down the highway. The sun is out, the road is flat, the music soothing. Even at 70 miles per hour the ride is uneventful. Until, of course, you hit a pothole or enter a rough stretch of pavement. Your trip can go from a snooze… Continue reading →

How does MIT Professor Daron Acemoglu, winner of the 2024 Noble Prize for Economics, and one of the world’s experts in AI, invest his own money? Solely via a portfolio of index funds… of course! Is Artificial Intelligence Really Worth the Hype? By Jeff Sommer, February 7, 2025 After the arrival of a less costly… Continue reading →

Retirement investment planning is all about making the most of your savings opportunities, and a new rule under the SECURE 2.0 Act of 2022 is set to provide just that. Beginning in 2025, individuals aged 60 to 63 will be eligible for higher catch-up contributions, helping them bolster their retirement nest egg as they approach… Continue reading →

Scams are a part of everyday life. Here’s how to watch out for them: Watch out for targeted scams Every day Schwab partners with Rebalance to protect your personal information and safeguard your assets. Nevertheless, fraudsters persist in trying to exploit your trust by impersonating Schwab and other companies like Rebalance to access your accounts… Continue reading →

News you can use: How does the Trump win impact your Social Security benefits? What Will Happen to Social Security After Trump Takes Office? By Tara Siegel Bernard, November 14, 2024 Americans are polarized on many issues, but there’s at least one program that continually wins nearly everyone’s support: Social Security. It isn’t subject to… Continue reading →

A former Kiplinger editor shares financial lessons from his first year of retirement. Seven Lessons for New Retirees, From a New Retiree By Mark Solheim, August 21, 2024 I retired as editor of this publication a year ago, and although I miss the writers and editors I worked with for many years — and the… Continue reading →