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

Personal Finance News, Investing Advice, Business Forecasts (1)
Last-Minute Filers: Seven Big IRS Tax Changes to Know Before You FileTax deductions, tax credit amounts, and some tax laws have changed since you filed your last federal income tax return.Tax Filing
  • Where Can the Magnificent Seven Stocks Go in 2024?
  • How to Pay for Long-Term Care
  • The Reddit IPO Is Almost Here: Should You Buy Reddit Stock?
  • How to Help Your Kids With Finances When They Move Back Home
  • Is Identity Theft Protection Worth It?
  • Have Your Say in the Kiplinger Readers' Choice Awards 2024Kiplinger Readers' Choice Awards

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Investing

Best Closed-End Funds (CEFs) to Buy NowThe best closed-end funds will significantly boost your portfolio income and allow you to buy their underlying stocks and bonds at a discount.Cefs

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Personal Finance

14 Social Security Tasks You Can Do OnlineretirementWhy visit a government office to get your Social Security business done? You can do much of that online.retirement
  • 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
  • Kiplinger Housing Outlook for the Spring Home-selling SeasonEconomic ForecastsThe spring home-selling season is arriving. It looks like another tough year for buyers lies ahead with tight inventories and elevated mortgage rates.By Rodrigo SermeñoLast updated 11 March 24

    home

  • When is the Next CPI Report?CPI ReportsWhen does the next CPI report land and what inflation rate is expected?By Dan BurrowsLast updated 11 March 24

    Investing

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  • Alexandra SvokosSenior Digital Editor
  • Karee VenemaSenior Investing Editor
  • Dan BurrowsSenior Investing Writer
  • Kelley R. TaylorSenior Tax Editor
  • Ellen KennedyPersonal Finance Editor
  • Alexandra TwinSenior Personal Finance Editor
  • Erin BendigPersonal Finance Writer
  • Ben DemersAudience Engagement Manager

Taxes

Biden Calls for Doubling Capital Gains TaxThe White HousePresident Biden wants to increase taxes to have the wealthy pay a “fairer” share.taxes
  • President Biden Wants a Billionaire Minimum TaxWealth TaxesThe debate over how much tax billionaires and millionaires should pay is heating up again.By Kelley R. TaylorLast updated 11 March 24

    taxes

  • How Are Bonuses Taxed?Income TaxTax withholding rules mean a portion of your bonus won’t make it into your bank account.By Kelley R. TaylorLast updated 11 March 24

    taxes

  • Ways to File Your Taxes for FreeFree FilingTax season is in full swing, and if you’re looking to save money, there are several ways to file your taxes for free.By Kelley R. TaylorLast updated 11 March 24

    taxes

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Kiplinger Advisor Collective

How Personal Finances and Lifestyle Are IntertwinedHere are a couple of things to keep in mind as you plan for your future and how to financially support it.
  • 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

VIEW ALL FROM THE KIPLINGER ADVISOR COLLECTIVE

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.Politics
  • 14 Social Security Tasks You Can Do OnlineretirementWhy visit a government office to get your Social Security business done? You can do much of that online.By Bob NiedtLast updated 11 March 24

    retirement

  • 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

  • Wealth Transfer and Strategic Gifting Opportunities for 2024Inflation adjustments to the gift and estate tax exemptions, along with the pending sunset of some tax cuts, make 2024 the year to dig into transfer strategies.By David Weinstock, CFP®, AEP®, CPAPublished 11 March 24

    retirement

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Economic Forecasts

Kiplinger Housing Outlook for the Spring Home-selling SeasonEconomic ForecastsThe spring home-selling season is arriving. It looks like another tough year for buyers lies ahead with tight inventories and elevated mortgage rates.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

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

FAQs

What are the 5 basics of personal finance? ›

There's plenty to learn about personal financial topics, but breaking them down can help simplify things. To start expanding your financial literacy, consider these five areas: budgeting, building and improving credit, saving, borrowing and repaying debt, and investing.

Is Kiplinger subscription worth it? ›

I enjoy reading Kiplinger's Personal Finance each month. It is full of great ideas on how to save, invest, and plan for the future. I would recommend this magazine for everyone who wants to understand the various aspects of personal finance and improve their chances for a successful retirement.

What are the 5 areas of personal finance? ›

Areas of Personal Finance. The five areas of personal finance are income, saving, spending, investing, and protection.

Is Kiplinger reputable? ›

For decades, Kiplinger has had a successful history of independently considering and reviewing a wide variety of products, services, businesses, and locations, among other subjects. Kiplinger readers have been able to trust the expertise and judgment used by Kiplinger in making its selections.

What is the 50-30-20 rule? ›

The 50-30-20 rule recommends putting 50% of your money toward needs, 30% toward wants, and 20% toward savings. The savings category also includes money you will need to realize your future goals.

What is the #1 rule of personal finance? ›

#1 Don't Spend More Than You Make

When your bank balance is looking healthy after payday, it's easy to overspend and not be as careful. However, there are several issues at play that result in people relying on borrowing money, racking up debt and living way beyond their means.

What are the 4 pillars of personal finance? ›

Everyone has four basic components in their financial structure: assets, debts, income, and expenses. Measuring and comparing these can help you determine the state of your finances and your current net worth.

What is the 4 rule personal finance? ›

The 4% rule is a popular retirement withdrawal strategy that suggests retirees can safely withdraw the amount equal to 4% of their savings during the year they retire and then adjust for inflation each subsequent year for 30 years.

What are the 4 principles of personal finance? ›

It is important to be prepared for what to expect when it comes to the four principles of finance: income, savings, spending and investment. "Following these core principles of personal finance can help you maintain your finances at a healthy level".

Who has the best financial news? ›

  • CNBC Breaking Business News.
  • TheStreet.
  • Bloomberg: Business News.
  • Fox Business.
  • Barron's.
  • MarketWatch.
  • The Wall Street Journal.
  • SeekingAlpha Portfolio.

Who is Kiplinger owned by? ›

Kiplinger (/ˈkɪplɪŋər/ KIP-ling-ər) is an American publisher of business forecasts and personal finance advice that is a subsidiary of Future plc.

Is Fidelity a good investment website? ›

Bottom line: Fidelity is one of the best online brokerages for retirement savings. It has great features for all types of investors and traders. The brokerage offers $0 commissions and market research access for active traders who buy and sell securities regularly.

What are the golden rules of personal finance? ›

3) 50-30-20 Rule

The rule says that a person should divide his/her take-home salary into three categories: needs (50%) wants (30%) and savings (20%). “The rule's simplicity lies in its ease of comprehension and application, which enables each person to set aside a fixed portion of their monthly income for savings.

What are Dave Ramsey's five rules? ›

Dave Ramsey: Follow These 5 Rules That Lead to Wealth '100% of the Time'
  • Get on a Written Budget. Ramsey advised to first make a written plan. ...
  • Get Out of Debt. ...
  • Foster High-Quality Relationships. ...
  • Save and Invest. ...
  • Be Generous.
Feb 22, 2024

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