Financial Learning Center - Article Archive

Below you will find a monthly archive of the articles that appear on our 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
• SEPTEMBER 2024 KIPLINGER TODAY
  Car Insurance Rates are Rising. Should You Switch Providers?
  How to Keep Lifestyle Creep from Hurting Your Wealth
  529 Plans: What are the Differences Between the Two Types?
• AUGUST 2024 KIPLINGER TODAY
  Estate Planning in Six Manageable Steps
  Four Money Mistakes Even Good Grandparents Make with Grandkids
  Lost Your Way Financially? How to Get Back on Track
• JULY 2024 KIPLINGER TODAY
  Half of Americans Don't Know What a 529 Plan is? Are You Missing Out?
  These are the Key Decisions You Need to Make for Retirement
  Smart Ways to Handle an Inheritance
• JUNE 2024 KIPLINGER TODAY
  Five Estate Planning Things You Need to Do Now
  Five Things You Can Negotiate When Buying a Home
  Six Essential Retirement Strategies for Baby Boomers
• MAY 2024 KIPLINGER TODAY
  Need Help Digging Out of Debt? What You Can Do
  How to Help Your Kids with Finances When They Move Back Home
  What is Liability Insurance and What Does it Cover?
• APRIL 2024 KIPLINGER TODAY
  529s: No Longer the Ho-Hum Investing Device for College
  Should You Pay for Identity Theft Protection?
  Estate Planning for Your Aging Parents: A Delicate Balance
• APRIL 2024 RETIREMENT LIVING
  How is Your Post-Retirement Stacking Up? Three Key Questions
  How to Qualify for Social Security Spousal and Survivor Benefits
  Withholding Tax from Your Social Security Benefits 
• MARCH 2024 KIPLINGER TODAY
  Estate Plan Check-Ups: Don't Just Set It and Forget It
  How to Pay Off Credit Card Debt
  Gen X Parents: Saving for Retirement and College?
• FEBRUARY 2024 KIPLINGER TODAY
  Tax Season is Almost Here: What You Can Do to Prepare
  4 Ways Retirement Planning in 2024 is Changing
  Student Loan Debt: Another $4.8B Forgiven
• 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