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

Personal Finance News, Investing Advice, Business Forecasts (1)
Deadline for Medicare Advantage Open Enrollment Is This WeekMedicare Advantage enrollees have until March 31 to change plans. What to know.
  • The 15 Most Expensive Housing Markets in the US: Cities with the Highest Average Home Pricesreal estate
  • Are Bonds Back? A Fresh Look at Fixed Income in 2024
  • Is Your First RMD Due April 1?RMDs
  • Six Ways Women Can Overcome Any Financial Obstacles Holding Them Back
  • Dollar Tree Raises Max Price to $7: Which Items Will Cost More?
  • Should You Enroll in Medicare if You Still Have a Job?

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Investing

Five Benefits of Slow Travel in RetirementConsider immersing yourself in the culture of a village rather than making a list of all the things you need to do and see within a short period of time.retirement

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Personal Finance

Five Benefits of Slow Travel in RetirementConsider immersing yourself in the culture of a village rather than making a list of all the things you need to do and see within a short period of time.retirement
  • Can’t Afford It? There’s No Shame in Saying SoTrend of loud budgeting emphasizes being open about skipping unnecessary purchases and sticking to your budget, while older generations still struggle to talk about their finances.By Neale Godfrey, Financial Literacy ExpertPublished 30 March 24

    personal finance

  • Don’t Miss This $2,500 Tax Break for Paying Your Student LoanTax DeductionsDo you qualify for the student loan interest deduction this year?By Katelyn WashingtonLast updated 29 March 24

    taxes

  • Chase Launches $750 Bonus Offer For Sapphire CardThe Chase Sapphire Preferred® Card recently launched a compelling deal for new customers.By Ellen KennedyLast updated 29 March 24

    Credit-cards

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

Taxes

Most Expensive States to Live in for HomeownersProperty TaxesHigh property tax bills make the places on this list the most expensive states for homeowners to live in.taxes
  • Four Ways to Give Money Tax-Free to Your Kids When You DieIf you’d prefer that your estate not pay more taxes than necessary, then these strategies are for you.By Evan T. Beach, CFP®, AWMA®Published 31 March 24

    retirement

  • $975M Powerball Jackpot Winner Will Get a Hefty Tax BillLottery TaxesWhenever someone wins Powerball, the federal government gets a chunk of the prize from taxes.By Kelley R. TaylorLast updated 31 March 24

    taxes

  • Don’t Miss This $2,500 Tax Break for Paying Your Student LoanTax DeductionsDo you qualify for the student loan interest deduction this year?By Katelyn WashingtonLast updated 29 March 24

    taxes

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Kiplinger Advisor Collective

Seven Steps to Start Your Child Off on the Right Financial FootIt’s never too early to start thinking about your child’s financial future.
  • Nine Common Wealth-Building Mistakes You Might Be MakingSmall mistakes can have a big impact over time.By Kiplinger Advisor CollectivePublished 13 March 24
  • 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.By Justin DonaldPublished 8 March 24
  • Financing Projects Without Jeopardizing Your Financial FutureFunding large purchases should be thoughtfully planned.By Mario HernandezPublished 7 March 24

VIEW ALL FROM THE KIPLINGER ADVISOR COLLECTIVE

Retirement

Five Benefits of Slow Travel in RetirementConsider immersing yourself in the culture of a village rather than making a list of all the things you need to do and see within a short period of time.retirement
  • Four Ways to Give Money Tax-Free to Your Kids When You DieIf you’d prefer that your estate not pay more taxes than necessary, then these strategies are for you.By Evan T. Beach, CFP®, AWMA®Published 31 March 24

    retirement

  • Should You Pay Cash When You Downsize? Here Are Three ScenariosThe proceeds from selling your current home have made it possible to pay cash for your retirement home, but should you skip the mortgage?By Evan T. Beach, CFP®, AWMA®Published 30 March 24

    retirement

  • HSAs Can Reimburse You for Medicare Premiums PaidMedicareEven if your Medicare premiums are automatically deducted from your Social Security check, you can take tax-free withdrawals from an HSA to reimburse yourself.By Kimberly LankfordLast updated 29 March 24

    Medicare

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Economic Forecasts

Kiplinger Energy Outlook: Prices at the Pump Trend HigherEconomic ForecastsAs spring arrives, gas prices are following their typical seasonal pattern.Economic Forecasts
  • Kiplinger Interest Rates Outlook: First Cut in Short-Term Rates Likely in JuneEconomic ForecastsWaiting until the June 12 Federal Reserve policy meeting would let the Fed see three more months of inflation data.By David PayneLast updated 22 March 24

    Economic Forecasts

  • Kiplinger’s Business Spending Outlook: Cautious for Now, Stronger LaterEconomic ForecastsBusinesses will invest more after the Federal Reserve signals it is going to start cutting interest rates.By David PayneLast updated 15 March 24

    Economic Forecasts

  • Kiplinger's GDP Outlook: Economic Growth Is Slowing to NormalEconomic ForecastsThe economy’s quarterly growth rate will likely average 2.0% from now on.By David PayneLast updated 15 March 24

    Economic Forecasts

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

FAQs

Is the Kiplinger letter worth it? ›

It is full of tips that are practical and helpful to everyone even if they don't have a lot of financial knowledge. A lot of Kiplinger's content is repeated but there is always a nugget or two of very useful information in each issue.

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 five areas of personal finance? ›

As shown below, the main areas of personal finance are income, spending, saving, investing, and protection.

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May 7, 2024

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Let's jump in!
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Mar 18, 2024

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 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 10 20 rule personal finance? ›

It says your total debt shouldn't equal more than 20% of your annual income, and that your monthly debt payments shouldn't be more than 10% of your monthly income. While the 20/10 rule can be a useful way to make conscious decisions about borrowing, it's not necessarily a useful approach to debt for everyone.

What is the one magazine subscription everyone should have personal finance? ›

Kiplinger. There are other publications that offer personal finance information, but Kiplinger is the only print magazine left that's focused entirely on investing and money management.

How much is a subscription to Kiplinger? ›

CHOOSE YOUR DEAL

Applicable sales tax will be added. Regularly $95.40 for 12 monthly issues.

Is Kiplinger free for retirees? ›

It's never too early to start planning. This monthly guide contains practical information and advice aimed toward helping you better prepare for and enjoy your retirement. This $40/year, 12 issue resource is FREE to registered NEA members.

What are the four walls of personal finance? ›

Simply put, the Four Walls are the most basic expenses you need to cover to keep your family going: That's food, utilities, shelter and transportation.

How to make a personal budget? ›

Five simple steps to create and use a budget
  1. Step 1: Estimate your monthly income. ...
  2. Step 2: Identify and estimate your monthly expenses. ...
  3. Step 3: Compare your total estimated income and expenses, and consider your priorities and goals. ...
  4. Step 4: Track your spending, and at the end of month, see if you spent what you planned.

What is the best performing stock newsletter? ›

1. Motley Fool Stock Advisor: Best stock picking newsletter overall. Stock Advisor is The Motley Fool's flagship product and one of the most popular investing newsletters in the world with more than 500,000 subscribers. These subscribers are after one thing: High-quality stock picks.

How much is the Kiplinger tax letter discount? ›

Your special low gift rate is just $74 for 26 biweekly issues, plus applicable sales tax. You save 53% off the regular rate of $156 including first-class postage. Subscription includes Special Issues such as New Tax Rules This Year, Year-End Tax Planning, or other topics.

Which mutual fund has the highest return? ›

Best-performing U.S. equity mutual funds
TickerName5-year return (%)
MAEIXMoA Equity Index Fund13.40%
BSPSXiShares S&P 500 Index Service13.33%
VLACXVanguard Large Cap Index Investor13.30%
GRMSXNationwide S&P 500 Index Svc12.92%
3 more rows
May 1, 2024

What is the best performing mutual fund over the last 10 years? ›

Among the six sector funds that made IBD's Best Mutual Funds list for 2024, Fidelity Select Semiconductors Portfolio's 25.53% annual return over the past 10 years was tops in its class, as was its 78.14% gain in 2023.

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