Nasdaq Buckles on Fear This Boom Is an AI Bubble: Stock Market Today
The main equity indexes slumped again on Friday, as semiconductor stocks sold off for a ninth straight trading session. Federal Reserve Chair Kevin Warsh shed only a little light on the central bank’s upcoming decision on interest rates at an event…
Where to Find Financial Advice Without the Sales Pitch
How does an ordinary investor find a true professional financial planner when it can be like searching for a needle in a haystack? The financial services industry includes hundreds of thousands of individuals who use titles such as financial advisor,…
How Advisers Can Focus on Existing Clients for Growth
Advisers spend a lot of time thinking about where their next client will come from. It’s an important question. But I think there’s another one worth asking: Have you earned the opportunity to manage the next dollar your existing clients…
Ask the Tax Editor: Questions on Vehicle Expenses
Each week in our Ask the Tax Editor series, Joy Taylor, The Kiplinger Tax Letter editor, answers questions on topics submitted by readers. This week, she’s looking at four tax questions from readers on deducting vehicle expenses, including the…
Tax-Efficient Retirement Income Strategies
Editor’s note: This is the second article in a two-part series on how advisors can help clients move from reactive decision-making to intentional retirement planning. Part one is Are Your Client’s Retirement Income Withdrawals Out of Whack?…
It’s About to Get Harder to Get a Refund for Delayed Flights
On October 19, a new rule by the Department of Transportation (DOT) will narrow the definition of what kind of flight disruptions are categorized as “air carrier delay.” What sounds like a minor technicality will have a major impact on what…
Is Your Tax Professional Filing Your Taxes or Actually Planning Them?
If your accountant only contacts you during tax season, you might be paying for a glorified report card, not strategy. But your professional may not be entirely to blame. The tax preparation industry has been caught in a severe supply-and-demand squeeze.…
Turning 65? 5 Common Medicare Mistakes to Avoid
I talk to a lot of 65-year-olds, and one of the biggest fears they have is making a mistake with Medicare. It’s hard not to be afraid when you keep hearing well-intentioned, but conflicting advice such as: “You have to sign up for Medicare at…
Social Security Tax Cap Increases for 2027: Who Will Pay More?
You probably know that money is taken out of your paycheck to help fund the Social Security program. But did you know there’s a limit on how much of your income is subject to the tax? That threshold is rising in 2027, which means higher-paid…
Is an $80K Pool the Best Way to Lure the Grandkids Over?
We retired last year at 65 with $1.1 million, and our $6K monthly Social Security covers most of our expenses. I want to spend $80K on a pool so it’s more fun for the grandkids to visit. My husband says it’s a waste and we can’t afford…
