Financial Learning Center - Article Archive

Financial Learning Center Archive Below you will find a monthly archive of the articles that appear on our new Financial Learning Center.

Please note that articles will appear as PDFs and are accurate as of the month of publication.

To save an article to your computer, click on the "download" icon (down arrow with a line beneath it) in the upper right hand corner of the article and then save it to your desktop.

2021 FINANCE FUNDAMENTALS
10 Questions Retirees Often Get Wrong About Taxes in Retirement
11 Things Every Home Buyer Should Do
14 Social Security Tasks You Can Do Online
A New Way to Pay College Loans
Emergency Funds: How to Get Started
Good Debt, Bad Debt: Knowing the Difference
How to Find a Financial Planner You Trust
How to Pay for College
How to Shop for Life Insurance
How to Transition into Retirement
Medicare Basics: 11 Things You Need to Know
Reshop Your Car Insurance
JANUARY 2024 KIPLINGER TODAY
Six Estate Planning Tips for Younger Generations
Seven Financial Planning Stops to Put on Your Map to Financial Security
What is a Good Credit Score?
DECEMBER 2023 KIPLINGER TODAY
Are You Too Young for Life Insurance?
How to Approach the Caregiving Transition When It's Time
Higher IRA and 403(b) Contribution Limits for 2024
NOVEMBER 2023 KIPLINGER TODAY
Nervously Nearing Retirement? Four Do's, Four Don'ts and One Never
Credit Card Debt Increases By State
Using a 529 Plan? What's What to Keep in Mind
OCTOBER 2023 KIPLINGER TODAY & RETIREMENT LIVING
Financial Planning in an Age of Increasing Longevity
What Every Woman Needs to Know About Social Security
Do You Need Life Insurance When You're Young?
SEPTEMBER 2023 KIPLINGER TODAY
Biden Administration Launches New Student Loan Repayment Plan
Financial Planning in Retirement: Seeing All the Angles
What to Discuss With Your Aging Parents as They Get Older
AUGUST 2023 KIPLINGER TODAY
To Create a Happy Retirement, Start with the Three Ps
No Long-Term Care Plan? Here's What to Do About It
Three Common Social Security Misconceptions: Don't Make a Claiming Mistake
JULY 2023 KIPLINGER TODAY
Vacation Rental Prices are Lower than Ever
What Gen X Needs to Know About Their Aging Parents' Finances
Supreme Court Strikes Down Biden Student Loan Debt Relief Plan as Pause Nears End
JUNE 2023 KIPLINGER TODAY
Three Ways Women Can Prepare for Longevity in Retirement
10 Things You Should Know About Life Insurance
Want Your Financial Future to Look Brighter? Here's Where to Start
MAY 2023 KIPLINGER TODAY
Protect Your Retirement: Seven Things You Can Do Right Now
How to Get Your Long-Term Care Planning on the Right Track
I Wish I May, I Wish I Might: Estate Planning's Gentle Nudge
APRIL 2023 KIPLINGER TODAY
U.S. Household Debt Hit a Record $16.90 Trillion in 2022
529 Plans Get a Boost with Tax-Free Rollovers to Roth IRAs
Tax Day 2023: When is the Last Day to File Your Taxes?
APRIL 2023 RETIREMENT LIVING
Leaving an Inheritance? Is it Better to Give to Kids Now or Later?
Social Security Basics: 12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits
How to Declutter Your Home if You're Moving or Downsizing -- 8 Tips to Avoid Overwhelm
MARCH 2023 KIPLINGER TODAY
Financial Wellness is Self-Care: 3 Steps to Help Improve Yours
Credit Card Delinquency Expected to Increase in 2023
Caring for Aging Parents Takes Planning Ahead and Patience
FEBRUARY 2023 KIPLINGER TODAY
Should You Leave Your Heat on All Day or Turn it Off? Which is Cheaper?
Tax Season is Here. What to Know Before You File
New EV Tax Credit Gets Complicated for 2023
JANUARY 2023 KIPLINGER TODAY
Savings vs. Checking Accounts: Which One Should You Use?
Do You Know a Financial Hoarder? 4 Steps to Untangle the Mess
Before Living Together, Couples Should Get on the Same Page Financially
DECEMBER 2022 KIPLINGER TODAY
Retiring in a Slowing Economy? 3 Steps Can Help You Prepare
4 Potential 'Silver Linings' for Seniors in 2023
Is Now a Good Time to Buy a House?
NOVEMBER 2022 KIPLINGER TODAY
For 529 Plans in a Bear Market, Timing is Everything
The FAFSA: File Early to Get Aid for College
6 Retirement Wealth Strategies to Start Young, Finish Strong
OCTOBER 2022 RETIREMENT LIVING
Grandparents: Now is the Time to Contribute to Your Grandkid's 529 Plans
Feeling Insecure About Social Security? You're Not Alone
When is Your First RMD Due?
OCTOBER 2022 KIPLINGER TODAY
The Federal Tax Credit for Electric Vehicle Chargers is Back
Estate Planning: 5 Tips to Pick Trustees, Executors and POAs
Student Loan Refunds are Real, but You Might Not Be Eligible
SEPTEMBER 2022 KIPLINGER TODAY
Wedding Season: 3 Steps to Empower Your Finances as a New Couple
What Hidden Obstacles May Snag Your Retirement? 5 Key Points to Consider
Biden's Student Loan Forgiveness: What it Means for You
AUGUST 2022 KIPLINGER TODAY
Financial Advice I Would Give My Younger Self - Planning for Education Funding
The Best Way for Kids to Save Isn't in a Boring Bank Account
Yours, Mine and Ours: A Checklist for Blended Family Finances
JULY 2022 KIPLINGER TODAY
Getting Married? Let's Talk Taxes
Millennials Want a Different Type of Retirement
How to Qualify for Public Service Loan Forgiveness
JUNE 2022 KIPLINGER TODAY
Up Your Retirement Planning Game
How to Get Your Grown Children to Move Out
4 Steps to Build a Resilient Financial Life
MAY 2022 KIPLINGER TODAY
3 Start-Small Financial Goals for Every Woman
Waiting for Student Loan Forgiveness?
Worried Your Neighbor's Tree Will Fall on Your Property?
APRIL 2022 KIPLINGER TODAY
The Financial Implications of Fluffy: Costs of Becoming a Pet Owner
How Much Will Home Prices Continue to Rise in 2022?
How to Prepare for Work with a Financial Planner
MARCH 2022 KIPLINGER TODAY
Make a Plan for Your Parents' Care
Scaling the Retirement Savings Peak is Tough; the Descent is Tougher
Where's My Refund? How to Track Your Tax Refund Status
FEBRUARY 2022 KIPLINGER TODAY
Freeze Your Credit in 3 Steps
Good Marriage, Bad Credit
How to Know When You Can Retire
JANUARY 2022 KIPLINGER TODAY
The Basics of Required Minimum Distributions: 12 Things You Must Know About RMDs
Sandwich Generation: How Do You Decide Whose Needs Come First?
The Return of Student Loan Payments
DECEMBER 2021 KIPLINGER TODAY
Car Buying for Beginners
Thoughts Before Funding a 529 College Savings Plan
How to Balance Saving for Retirement and Your Kids' Education
NOVEMBER 2021 KIPLINGER TODAY
529 Plan FAQs
Make the Final Months of Student Loan Relief Really Pay Off
Should I Use Credit or Debit?
OCTOBER 2021 KIPLINGER TODAY
7 Financial Don'ts for Every Millennial
9 Questions to Ask Aging Parents About Their Finances
A Kiplinger-Personal Capital Poll: The Pandemic is Reshaping Retirement
SEPTEMBER 2021 KIPLINGER TODAY
Will Monthly Child Tax Credit Payments Lower Your Tax Refund or Raise Your Tax Bill?
Make a Plan to Start Repaying Student Loans
Plan Now for Long-Term Care
AUGUST 2021 KIPLINGER TODAY
Warning: You May Have to Pay Back Your Monthly Child Tax Credit Payments
What to Expect Traveling in a Post-COVID World
What to Consider When Deciding Between a Revocable and Irrevocable Trust
JULY 2021 KIPLINGER TODAY
Child Tax Credit Update: IRS Sending Letters to Families Who May Get Monthly Payments
How to Fix Your Credit Reports
Retirement Planning Checklist
JUNE 2021 KIPLINGER TODAY
Child Tax Credit 2021: Who Gets $3,600? Will I Get Monthly Payments? And Other FAQs
Now is the Time to Protect Your Health Care Decision-Making Rights
The Consequences of Gray Divorce
MAY 2021 KIPLINGER TODAY
Behind on Debts? Know Your Rights
How to Keep Tabs on Your Credit Reports
Tax Refund Scam Targets College Students and Staff
APRIL 2021 RETIREMENT LIVING
A COVID Storm Hits Senior Living
How Cruise Ships Are Setting Sail During COVID
10 Things You'll Spend Less and More on in Retirement
APRIL 2021 KIPLINGER TODAY
6 Biden Stimulus Benefits that Pack the Biggest Punch
Roth IRA Basics: 11 Things You Must Know
Things to Consider Before You Refinance Your Mortgage
MARCH 2021 KIPLINGER TODAY
Tax Changes and Key Amounts for the 2020 Tax Year
Teachers Can Deduct COVID-Prevention Supplies on Their Tax Return
Kiplinger's Best Values in Tax Software 2021
FEBRUARY 2021 KIPLINGER TODAY
11 Tax Breaks for the Middle Class
A Marriage Starter Plan for Finances: Even if You're Late to the Party
5 Money-Smart Ways to Spend Your Second Stimulus Check
JANUARY 2021 RETIREMENT LIVING
What Retirees Must Know About Telehealth
Property Tax Breaks for Retirees
Retirees, See the World Without Leaving Home
JANUARY 2021 KIPLINGER TODAY
7 Things Medicare Doesn't Cover
When Only One Spouse Retires
5 CARES Act Benefits to Take Advantage of Before Year's End