Written to help you do a better job of managing your personal and family financial affairs and to help you get more for your money. You get ideas on saving, investing, cutting taxes, making major purchases, advancing your career, buying a home, paying for education, health care and travel, plus much, much more. Special issues cover the latest information about car buying (December) and Mutual Funds (March and September).
Kiplinger.com
Taxes and Retirees
Readers Talk Back
Kiplinger’s Personal Finance
KEEP MORE INCOME IN RETIREMENT • These strategies will help you stay ahead of inflation and preserve your nest egg.
Lagging Inflation
WHEN CAN YOU GET A DEAL ON A CAR AGAIN? • Low inventories mean it’s hard to haggle on price, but you can still negotiate on financing.
YOUR TAX REFUND COULD BE BIGGER THIS YEAR • Expanded credits and stimulus checks are boosting payouts.
Track Your Refund
FREE CREDIT MONITORING FOR EQUIFAX BREACH VICTIMS
ASSESSING THE PAYOFF FROM A COLLEGE DEGREE
CALENDAR • 05/2022
BRIEFING • INFORMATION ABOUT THE MARKETS AND YOUR MONEY.
TOOTH FAIRY BEATS CPI
MAKING THE ROADS SAFER
Weathering the Market’s Turns • Our favorite actively managed funds delivered mixed results, proving that portfolio diversification matters over the course of a market cycle.
How Our Funds Did
Create a Mix • THAT HELPS YOU ACHIEVE YOUR GOALS
The Full List • Performance matters, but so do fees. Here’s everything you need to know about our favorite actively managed no-load funds.
Subdued Stock Returns Ahead • This well-known strategist says dividends are a bright spot in an otherwise muted market.
Buffett Lightens Up on Stocks • The latest report shows the Oracle of Omaha was a net seller—but he made some interesting buys, too.
What Did Warren Do? • The stocks below represent the biggest buys and sales in the fourth quarter, measured by the change in their weighting in Berkshire’s portfolio. We’ve also listed largest holdings.
20 LARGEST STOCK AND BOND MUTUAL FUNDS • Ranked by size. See returns for top funds in 12 categories at kiplinger.com/kpf/funds.
Look Beyond the Ukraine Invasion
Why Bonds Belong in Your Portfolio
FIXED-INCOME BETS FOR THE LONG HAUL • Consider bond funds for income, inflation protection or as ballast for your portfolio.
Tech Stocks With Dividends
Our Picks Struggle Along With the Market • After a bullish 2021 for stocks with impressive ESG credentials, a pullback is under way.
THE KIPLINGER ESG 20 AT A GLANCE • The stocks and funds below are environmental, social or governance exemplars, while also possessing solid financial fundamentals.
How to Create WEALTH • Use these 13 fundamentals of financial security to help unlock a rewarding future.
Regain Your Balance
Create an Emergency Fund
Buy a Home
Know Where Your Money Goes
Talking Money With Your Spouse
PROTECT YOUR BANK ACCOUNTS
The Lowdown on Living Trusts • A trust can solve a lot of problems. But like all tools, it can also be misused.
Myths About Living Trusts
Documents to Keep Safe
A Charitable Trust Provides Tax Benefits
Start the Elder Care Conversation • The communication gap between parents and their adult kids is stunning.
Don’t Let the Market Ruin Your Retirement • When portfolio losses hit at the same time as withdrawals, it’s a double whammy. Here’s how to mitigate the risk.
It’s All in the Timing • Whether the market is up or down when you retire can make a big difference. Compare the portfolios of two investors, each starting with a value of $10,000.
How...