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Kiplinger
Oct 22, 2018

The Rules for Making a Tax-Free Donation from an IRA
Making tax-free gifts to charity from an IRA is gaining in popularity among older investors, thanks to changes under the new tax law. Here's what you need to know to make a qualified charitable distribution.

Kiplinger
Oct 22, 2018

Why You Must Re-Evaluate Value Stocks
The way we categorize stocks and how they perform is changing. Investors must change along with it. Here's how.

Kiplinger
Oct 22, 2018

Respect Your Survivors By Creating a Will
It's hard to believe that with an estate worth $80 million, Aretha Franklin died without a will. Let that be a lesson to the rest of us.

Kiplinger
Oct 19, 2018

The 25 Biggest U.S. IPOs of All Time
Initial public offerings (IPOs) are the process companies use to tap the public stock markets for capital. They usually involve early-stage businesses that are looking for fresh fuel for growth; many are small opportunities, but a few have mammoth potential.

IPOs aren't guaranteed tickets to riches, as implosions such as Pets.com and Webvan proved. But they can produce explosive returns, and in a hurry. Through the end of September, 38 offerings had produced returns of 50% or more. One thing 2018 has lacked, however, is the mega-deal - an offering such as Facebook (FB) or Alibaba (BABA) that sets the world on fire. That should change in 2019.

Dara Khosrowshahi, CEO of ride-hailing service Uber, says the company expects to execute an IPO next year. "Uber is a widely known brand that connects with millions of consumers and they have also received large amounts of capital from investors over the years," says Scott Coyle, CEO of ClickIPO, an online platform that allows retail investors to purchase IPOs. No wonder then, that The Wall Street Journal reported that proposals from Goldman Sachs and Morgan Stanley valued the company at more than $120 billion. Given that IPOs often raise about 10% to 15% of their projected worth, that could be a $12 billion-$18 billion raise.

Where would that rank among America's biggest IPOs? Today we'll look back on the 25 biggest deals in U.S. history, as measured by money raised.

SEE ALSO: The 50 Best Stocks of All Time

Kiplinger
Oct 19, 2018

Early Retirees, Manage Income to Snare a Health Insurance Subsidy
Taking early retirement? Here's how to lower health insurance premiums until you're eligible for Medicare.

Kiplinger
Oct 19, 2018

10 S&P 500 Stocks to Buy for the Long Term
The last few days have been tough ones for too many investors in S&P 500 stocks. Though far from devastating, the existing backdrop of anxiety exacerbated the fear incited by the modest selloff. And traders still aren't sure what the foreseeable future holds. In simplest terms, it's just plain stressful.

It's times like these when the "old school" approach of buy and hold -- meaning buy it and forget about it -- starts to sound compelling again. In other words, forget the day-to-day battles. Sit back and trust that time will do the heavy lifting for you.

To that end, here's a rundown of 10 large-cap names that are well-suited for that precise approach. They're all S&P 500 stocks, and more than that, they're all names that don't require constant babysitting. You can count on them more or less being the same company a year from now, and even five years from now.

In no particular order...

SEE ALSO FROM KIPLINGER: 10 S&P 500 Stocks to Buy for Long-Term Outperformance

Kiplinger
Oct 19, 2018

Medicare Open Enrollment: A 5-Point Checklist
The annual window for making changes to your Medicare health coverage has now opened. It's time to see if your plan is still right for you.

Kiplinger
Oct 18, 2018

Does Winning the Lottery Affect Social Security Benefits?
The sudden windfall won't reduce your benefits. Here's why.

Kiplinger
Oct 18, 2018

Hefty Fund Payouts Trigger Big Tax Hit
Investors have been socked with sizable taxable distributions in recent years, and 2018 will be no different.

Kiplinger
Oct 18, 2018

Muni Bonds Sport Attractive Yields for Retirees
For older investors, municipal bonds can offer diversification as well as tax-free income.

Kiplinger
Oct 18, 2018

7 Great Companies You Could Buy If You Win Mega Millions
Most people have already mapped out their spending plans for a Mega Millions jackpot they'll never actually win. Visions of big boats, sports cars and luxurious houses can become reality just by picking the right numbers. You never know; sooner or later, someone's going to get lucky.

But for some seasoned investors and aspiring CEOs that also play the lottery, splurging on toys isn't top of mind. The Mega Millions jackpot is estimated to be a record-breaking $900 million for Friday's drawing, so a sole winner could plausibly buy an entire company, or at least enough shares to instantly make the person the most influential insider. The pre-tax lump-sum figure of $513 million is a hefty chunk of change. Even after the massive tax hit, the remaining $360 million would be enough to give an investor a controlling interest in a whole slew of smaller companies. (The rest of any acquisition could be financed.)

Here are seven publicly traded companies you could own/control if you're lucky enough to win the jackpot all by yourself. We're not talking about fly-by-night penny-stock outfits, either. If your dream is to own a business, there are plenty of legitimate, listed and profitable companies sporting small market values.

And if you don't win, you could build your wealth the old-fashioned way: by owning these stocks.

SEE ALSO: Millionaires in America: All 50 States Ranked

Kiplinger
Oct 18, 2018

Can the Office Gray Gracefully?
The workplace is changing. To keep up, Baby Boomers have to be ready to change, too.

Kiplinger
Oct 18, 2018

Bora Bora or Bust: Annuity Sales Incentives May Taint Structured Settlements for Accident Victims
Did you know that posh trips and other incentives are sometimes offered to those who recommend annuities for accident victims? Here's what consumers should watch out for and how they can protect themselves.

Kiplinger
Oct 17, 2018

8 Changes to Watch Out for During Medicare Open Enrollment for 2019
Getting ready to enroll in a Medicare Advantage or Medicare Part D plan for 2019? You may have more plans to choose from, the premiums may be lower, and some Medicare Advantage plans are adding benefits. That's why this open enrollment period is a particularly good time to shop for coverage even if you've been happy with your current plan.

Open enrollment for Part D and Medicare Advantage runs from October 15 to December 7 for coverage starting January 1, 2019. Here are eight changes to be on the watch for this enrollment season.

SEE ALSO: 8 Steps to Picking the Right Medicare Plans for You

Kiplinger
Oct 17, 2018

What Happens When a Retailer Goes Bankrupt?
Just when it looked like the so-called retail apocalypse was all the way in the rearview mirror, it managed to claim another victim. A long-beleaguered Sears Holdings (SHLD, $0.40) finally was forced to file for Chapter 11 bankruptcy protection on Oct. 15, 2018. That vindicated numerous doubters who were surprised Sears hung on as long as it did.

But the decision is hardly an event. That is, the decision to file bankruptcy sets off a chain of open-ended processes that might let the company regroup on firmer footing.

Retail bankruptcies such as Sears' are unique in that most ultimately attempt to remain operational during the restructuring process. That's because restarting such a business can often be far more expensive and difficult than simply keeping them up and running ... even if the operation is bleeding money as-is.

Here are 10 steps that most bankrupt retail outfits - including Sears - typically will follow once it's clear they can't earn their way out of insolvency. The sequence of events isn't necessarily set in stone, but it largely has to unfurl in a way that's close to this order.

SEE ALSO: 49 Companies Amazon Could Destroy (And 1 It Already Has)

Kiplinger
Oct 17, 2018

How Much Tax You Will Pay on Your Lottery Winnings
The federal government wants to take a bite of that big Mega Millions payout. Your state might, too.

Kiplinger
Oct 17, 2018

A Retirement Checklist: 8 Steps to Take Now
Retirement should be like a second childhood ... without parental supervision. I believe that's doable for most people, but it takes planning.

Luckily, you can begin right now by taking the following steps.

Written by Ken Moraif, a senior adviser and certified financial professional at Money Matters, a Dallas-based wealth management and investment firm with over $4.15 billion in AUM and serving over 8,100 households (as of May 31, 2018). He is also the host of the radio show "Money Matters with Ken Moraif," which has offered listeners retirement, investing and personal finance advice since 1996.



Kiplinger
Oct 17, 2018

It's Time to be Realistic about Retirement
From how much you'll need to how you'll spend your time, your retirement plan needs to be grounded in reality.

Kiplinger
Oct 17, 2018

5 Stocks to Sell According to Wall Street Analysts
The fourth quarter has been a pretty painful experience for investors so far. Major indexes have just posted their worst weekly losses in more than six months thanks to rising concerns over high interest rates and a potentially slowing world economy.

Some market commentators are warning that the selloff could continue. That's far from a guarantee, but it's so it makes sense to be cautious.

Wall Street analysts are pointing to these five companies as stocks to sell right now. We used TipRanks market data to pinpoint the stocks that have the Street's naysayers out in force. As you will see, all five of these stocks share an underwhelming hold-level analyst consensus - often viewed as bearish given analysts' typically optimistic lean - as well as some critical sell ratings.

Here's a closer look at five stocks that the experts say you should wipe from your portfolio now.

SEE ALSO: 12 Vulnerable Stocks to Watch on Market-Wide Weakness

Kiplinger
Oct 16, 2018

5 Hot-Running Health Insurance Stocks to Buy
Many of us are unhappy with our health insurers. Premiums are high. Hospital bills can be large and deductibles for many policyholders are larger than ever.

But the world looks good if you own health insurance stocks. There are profits to be made managing government health care programs -- Medicaid, public exchanges, the Children's Health Insurance Program and Medicare. Because despite the confusion over health insurance, government health care expenditures continue to rise.

To wit, Medicare spending is projected grow 7.9% annually to 2023 with total expenditures of approximately $1.1 trillion. Meanwhile, Medicaid spending is estimated to grow 5.9% annually to 2023, when it will top $828 billion.

Here are five health insurance stocks to buy - all of which have advanced by double digits already in 2018. But don't worry about being late to the party. There's reason to expect more upside in these stocks because they need only to maintain a strategy at which they have proven adept: increase enrollments and contain medical costs.

SEE ALSO: 25 Stocks Every Retiree Should Own

Kiplinger
Oct 16, 2018

5 Health Insurance Stocks to Buy for Better Care
Many of us are unhappy with our health insurers. Premiums are high. Hospital bills can be large and deductibles for many policyholders are larger than ever.

But the world looks good if you own health insurance stocks. There are profits to be made managing government health care programs -- Medicaid, public exchanges, the Children's Health Insurance Program and Medicare. Because despite the confusion over health insurance, government health care expenditures continue to rise.

To wit, Medicare spending is projected grow 7.9% annually to 2023 with total expenditures of approximately $1.1 trillion. Meanwhile, Medicaid spending is estimated to grow 5.9% annually to 2023, when it will top $828 billion.

Here are five health insurance stocks to buy - all of which have advanced by double digits already in 2018. But don't worry about being late to the party. There's reason to expect more upside in these stocks because they need only to maintain a strategy at which they have proven adept: increase enrollments and contain medical costs.

SEE ALSO: 25 Stocks Every Retiree Should Own

Kiplinger
Oct 16, 2018

To Plan or Not to Plan ... That is the Question
Take these nine steps toward building a comprehensive financial plan. Once in place, such a plan can be indispensable in making solid financial decisions going forward.

Kiplinger
Oct 16, 2018

Strategize Now to Avoid a Nasty Tax Surprise in Retirement
If you did most of your retirement saving in 401(k)s and IRAs, unless you have a plan, you may end up paying a lot more in taxes than you bargained for.

Kiplinger
Oct 15, 2018

Can You Match the Famous Mascot to the Cereal?


Kiplinger
Oct 15, 2018

The 5 Best Dividend Growth Stocks for the Rest of 2018
Yield isn't everything when it comes to dividend investing.

Indeed, a steady, rising payout is what leads to long-term capital appreciation. Dividend growth not only makes a stock more attractive to new income investors, but also rewards existing investors with increasingly higher yields on shares purchased at lower prices in the past. Additionally, dividend growth tends to be a sign of health, analysts say.

"Companies with the ability to consistently grow dividend payments tend to be strong franchises," says Tony DeSpirito, portfolio manager for BlackRock's equity dividend portfolios. "A healthy balance sheet and ample free cash flow provide the means to grow the dividend."

After running the numbers on all dividend payers among the 1,200 largest U.S. companies, analysts at Blockforce Capital (formerly Reality Shares) identified the best dividend growth stocks to buy now.

The company's Divcon dividend-health rating system assesses the likelihood that companies will grow or cut their dividends in the next 12 months. Analyst Kian Salehizadeh says these are the top five dividend growth stocks for the fourth quarter based on the firm's proprietary dividend growth data.

SEE ALSO: 53 Best Dividend Stocks for 2018 and Beyond

Kiplinger
Oct 15, 2018

Social Security Truth or Consequences
How well do you know Social Security rules and claiming strategies? Test yourself by analyzing some specific scenarios.

Kiplinger
Oct 15, 2018

Is a Roth Conversion Right for You?
Based on current tax laws, three different types of people stand to benefit by moving funds out of their traditional IRAs into a Roth. See if the timing and tax benefits make sense for your plan.

Kiplinger
Oct 12, 2018

Home Buyers, What $300,000 Buys in 21 Big Cities Across the U.S.
The national median sales price for existing single-family homes hit $269,000 in the second quarter of this year, according to the National Association of Realtors. However, depending on where you choose to live, that much money may get you a large, single-family home with plenty of amenities -- or a studio apartment.

In cities such as New York City and San Diego, you'll find only small studio and one-bedroom condos or even mobile manufactured homes at that price point. Meanwhile, in Jacksonville, Fla., or Houston, for instance, you can snag a single-family home with some acreage and a pool in the backyard.

We rounded up to $300,000 and looked for homes for sale in 21 of the largest U.S. cities from coast to coast to see just how much homebuyers can get for their money. Here's what we found.

SEE ALSO: 50 Best Places to Retire in the U.S.

Kiplinger
Oct 12, 2018

Low-Volatility ETFs Are Doing Their Job
These funds made a stomach-churning week easier to swallow

Kiplinger
Oct 12, 2018

What You'll Pay for Medicare Premiums in 2019
A new surcharge tier will kick in for 2019 for people with the highest incomes.

Kiplinger
Oct 12, 2018

7 Growth Stocks That Will Pay You Cash, Too
Investors seeking out growth stocks often discard dividends as unimportant, but they really shouldn't. After all, there's no greater sign of a company's health than the regular, consistent payment of dividends. When the board of directors approves the payment of the quarterly dividend, it sends the unmistakable message that more cash is expected down the road.

Thus, a focus on dividends can help you improve the quality of your growth portfolio.

"We consider a reliable and growing dividend to be a major sign of a company's health," says Chase Robertson, principal of Houston-based RIA Robertson Wealth Management. "Limiting your pool of available stocks to dividend payers immediately improves the quality of the portfolio."

Today, we will look at seven solid dividend-paying growth stocks. It's not unusual for growth stocks to return 20% or more per year when they're on a good run, so the dividends paid will be a small part of the total return. It's exceptionally rare for a true growth stock to sport a high dividend yield.

Still, it's nice getting paid something in cold, hard cash. If anything, the dividend allows you to realize a small portion of your gains along the way without having to sell your shares.

SEE ALSO: 53 Best Dividend Stocks for 2018 and Beyond

Kiplinger
Oct 12, 2018

Retirees, Avoid These 11 Costly Medicare Mistakes
Medicare covers the bulk of your health care expenses after you turn 65. But Medicare's rules can be confusing and mistakes costly. If you don't make the right choices to fill in the gaps, you could end up with high premiums and big out-of-pocket costs. Worse, if you miss key deadlines when signing up for Medicare, you could have a gap in coverage, miss out on valuable tax breaks, or get stuck with a penalty for the rest of your life.

Here are 11 common Medicare mistakes you should avoid making.

SEE ALSO: 7 Things Medicare Doesn't Cover

Kiplinger
Oct 12, 2018

The 7 Best Bank ETFs for American Bulls
Bank stocks and other financial equities are back in the spotlight again with the dawn of another earnings season. And any wind in their sails is sure to be felt by bank ETFs.

The financial sector helps kick off each quarter's run of earnings reports, starting with majors such as JPMorgan Chase (JPM) and Citigroup (C), then followed by regional banks, insurers and stock brokers. Robust economic activity means more business for banks - more mortgages, auto loans and business loans, as well as spending via personal credit - and that should show up in their quarterly reports.

Another bullish driver: The Federal Reserve has raised the fed funds rate three times in 2018 alone - which in turn is helping lift interest rates - to help keep America's economy from heating up too much. That is a good problem to have, especially if you hold bank stocks and funds. Rising rates help banks by improving their net interest margin (the spread between what banks pay out in interest on deposits and what they earn in interest from mortgages and other loans). It's no guarantee - higher rates can also dissuade consumers from taking out loans - but broadly, rising rates are viewed as bullish for banks and other financial stocks.

These seven bank ETFs provide varying ways to gain exposure to any continued growth in the financial sector. SEE ALSO: The Kip ETF 20: The 20 Best Cheap ETFs You Can Buy

Kiplinger
Oct 12, 2018

What NOT to Do During Open Enrollment Time
Many employees just automatically pick the same benefits options year after year with little to no thought. That's a mistake. Instead, here are some points you really should consider for your own financial well-being.

Kiplinger
Oct 12, 2018

7 Golden Rules for Investing and Advanced Estate Planning
You've worked hard to build your nest egg. To protect it, for yourselves and for your heirs, follow this set of golden rules.

Kiplinger
Oct 11, 2018

12 Vulnerable Stocks to Watch on Market-Wide Weakness
Several companies that have been red-hot over the past few months have suddenly become stocks to watch for all the wrong reasons.

Stocks do suffer setbacks from time to time. Too many investors have forgotten it, largely thanks to the market's mostly unfettered advance since 2016. But we caught a brief glimpse of that reality in early 2018, when the Standard & Poor's 500-stock index fell roughly 10% from its peak. The bigger-picture backdrop was so overwhelmingly bullish, however, that investors were quick to forget it and rekindle the rally.

This more recent stumble in October was a not-so-gentle reminder that stocks aren't bulletproof. Indeed, equities - still up 12% since early April and headed into a time of year known for marketwide weakness - appear ripe for the bearish pressures of heavy profit-taking. And some stocks that have outperformed their peers of late suddenly seem more vulnerable than others.

Here are a dozen stocks to watch that may well take the biggest hits should the market tide turn fully bearish. They've been big winners of late, but they don't appear to have the kind of staying power they need to hold their ground when things get rocky.

SEE ALSO: 10 Companies Already Hurt by President Trump's Tariffs

Kiplinger
Oct 11, 2018

Social Security Benefits to Increase 2.8% with 2019 COLA Adjustment
While recipients will get a cost-of-living adjustment, workers will have more of their income subject to the Social Security tax.

Kiplinger
Oct 11, 2018

The 10 Most Tax-Friendly States in the U.S.
The economy is booming, with the unemployment rate at the lowest level in nearly 50 years. Wages have remained relatively stagnant, though, and for many workers, the only way to get a raise is by changing jobs, which sometimes means moving to another city or state.

But before you start packing, check out the cost of living in your prospective employer's city. You'll want to look at the cost of housing, of course, and don't overlook the impact of state and local taxes on your bottom line. Our annual guide to state taxes shows that tax rates are literally all over the map - and the difference between living in a high-tax or a low-tax state can be thousands of dollars each year, depending on your tax situation.

Updated for 2018, here is our list of the 10 most tax-friendly states in the U.S. The top five states on our list have no state income tax at all. Take a look.

SEE ALSO: TAX MAP: State-by-State Guide to TaxesSEE ALSO: SLIDE SHOW: 10 Least Tax-Friendly States

Kiplinger
Oct 11, 2018

The 10 Least Tax-Friendly States in the U.S.
The Tax Cuts and Jobs Act will reduce federal taxes for millions of taxpayers, with the average family saving more than $1,000 in 2018.

State taxes are another story.

Most states use federal definitions of income--either taxable income or adjusted gross income--as the starting point for determining how to tax their residents. And even though the federal tax overhaul lowered tax rates, increased the child tax credit and doubled the standard deduction, it expanded the amount of income that's taxable by the feds, mainly by eliminating personal exemptions. At the state level, that could lead to taxing a larger percentage of residents' income, without the offsetting lower rates and expanded tax credits.

To avoid an April 2019 surprise, several states enacted laws during the 2018 legislative session to preserve personal exemptions for state taxpayers. Others lowered their tax rates or increased other state deductions and credits. But lawmakers in several other states are still debating how to adjust their tax codes. That has made some high-tax states even less friendly for taxpayers.

Making matters worse: The tax overhaul capped the federal tax deduction for state and local taxes at $10,000. In states with high property taxes, the cap will effectively increase homeowners' tax rates. Some states have sought workarounds that will allow residents to deduct a portion of their property taxes, but so far those efforts have been thwarted by the Treasury Department.

Updated for 2018, here is our list of the 10 least tax-friendly states in the U.S., where you'll pay above-average taxes on income, property, gas and almost everything you buy.

Take a look. Have a Kleenex handy. And a calculator.

SEE ALSO: TAX MAP: State-by-State Guide to TaxesSEE ALSO: SLIDE SHOW: 10 Most Tax-Friendly States

Kiplinger
Oct 11, 2018

America's Most Popular Breakfast Cereals (And the Stocks Behind Them)
Breakfast is big business. Americans gobbled up $8.5 billion worth of ready-to-eat cereal over the past year, according to IRI, a market research firm. Just four companies - General Mills (GIS), Kellogg (K), Post Holdings (POST) and Quaker Foods, a division of PepsiCo (PEP) - collectively accounted for $7.3 billion of those sales.

Although cereal sales have been stagnant of late - down 1.4% year-over-year - growing interest in cereal as a snack among younger consumers could goose demand. Market research firm Mintel found that 56% of millennials say they've eaten cereal as a snack at home, compared with just 32% of baby boomers.

"While breakfast is the most common occasion for eating cereal and nearly universal across age groups, snacking on cereal may offer greater potential for reinvigorating category growth, especially among younger adults," says John Owen, an analyst with Mintel.

So which cereal brands are Americans buying the most? Take a look at the list of the 19 most popular cereals in the U.S. to find out.

SEE ALSO: 49 Companies Amazon Could Destroy (And 1 It Already Has)

Kiplinger
Oct 11, 2018

The 5 Things People Ask Potential Advisers and Why They Are Wrong
Finding the right financial planner takes more thought than asking the same old questions. Here's where people are going wrong, and what they should ask instead.

Kiplinger
Oct 10, 2018

New Laws Lift 'Gag Clauses' on Pharmacists
The changes ban rules in pharmacy contracts with insurers that prevented pharmacists from suggesting ways to save money on prescriptions.

Kiplinger
Oct 10, 2018

The Bear Market Drought Spoiled Us
The past 10 years make it look too easy to make money in stocks. Here's how to prepare for worse times.

Kiplinger
Oct 10, 2018

5 "Warren Buffett Stocks" That Might Not Be His Ideas
Warren Buffett is one of the most successful investors (if not the most) of all time, and chief stock-picker for Berkshire Hathaway (BRK.B). Since assembling the group of companies that would eventually become Berkshire back in 1964, the so-called Oracle of Omaha's baby has trounced the broad market's return. That has led the market to hunt down so-called "Warren Buffett stocks" in hopes of benefitting from his wisdom and discipline.

But Buffett, at 88 years of age, already has had to step away from complete control of Berkshire Hathaway, unable to keep up the pace of study needed to keep his fund's holdings optimized. Other acolytes have emerged, and out of necessity have started making stock picks for Berkshire without necessarily requiring Buffett's blessing. Todd Combs and Ted Weschler are at least running a big part of the show.

Their selections aren't always divulged as non-Buffett picks. From a shareholder's perspective, Berkshire and its collective chiefs are one and the same, and reported as such. It's sometimes quite clear, though, that Warren Buffett had little-to-nothing to do with a particular holding.

Here are five Berkshire Hathaway holdings that might not necessarily be "Warren Buffett stocks." That's because they're out of character with the decades' worth of insight and tips he's been willing to dish out. More importantly: They might give us clues as to the direction of Berkshire's picks once Buffett is completely out of the picture.

SEE ALSO: How Well Do You Really Know Warren Buffett?

Kiplinger
Oct 10, 2018

An Important Choice: Public or Private School?
If you are at odds over this big decision, here's how to frame the choice, consider the consequences and come to a consensus.

Kiplinger
Oct 09, 2018

12 Large-Cap Stocks With Must-Watch Earnings Reports
The third-quarter earnings season is upon us. Alcoa (AA), which used to be the unofficial harbinger of the season, will post its Q3 results on Oct. 17 ... but a handful of big-name large-cap stocks will have dropped their earnings reports before that.

Earnings reports are highly scrutinized, not just because investors are looking for information about how well individual companies are doing, but because the reports paint a picture for how well corporations as a whole are doing.

This season, investors are particularly on edge because many think the red-hot pace of profit growth seen over the past few quarters will be all but impossible to sustain.

Here's a closer look at 12 large-cap stocks that are about to present what may be the 12 most important earnings reports to watch during the Q3 season. This news may well set the tone for the overall market, and make or break the usual year-end bullishness.

SEE ALSO: 25 Stocks That Hedge Funds Love the Most

Kiplinger
Oct 09, 2018

Wealthy People Have Smart Financial Habits. But There's More.
Having enough money for a sweet retirement takes more than just saving. It takes smart spending and discipline. If you're falling behind, it's time for a financial lifestyle overhaul. Five steps will get you on your way.

Kiplinger
Oct 09, 2018

A Pre-Retirement Checklist: 8 Steps to Take Right Now
Planning for retirement obviously is a big job, so it helps to break it down into a series of goals that you can check off as you go.

Kiplinger
Oct 08, 2018

13 Retirement Tips for Snowbirds
Pat and Pete Engel of Glendale, N.Y., are seasoned snowbirds, having spent every winter since 1995 in Florida. "After two bad blizzards within two years, I realized I never wanted to see another snowflake after we retired," says Pat, 79. The Engels rented a place near Cape Canaveral for the first few years, then bought a condo in nearby West Melbourne. Each January, they secure their home in New York and head to Florida until April. Pete, 81, plays golf, and the couple take advantage of outdoor festivals and other warm-weather activities with snowbird friends from all over the U.S. and Canada.

Many snowbirds follow family and friends south, while others experiment until they find the right location and community. Some rent the same place for years; others buy a second home that may become their primary residence in retirement. Whatever your migratory path, successful snowbirding takes preparation and smart planning. Here's our advice.

SEE ALSO: Best States to Retire 2018: All 50 States Ranked for Retirement

Kiplinger
Oct 08, 2018

The Easy-to-Miss Way to Have Enough Money for Retirement
Be tax smart to maximize your savings in retirement. Here are four ways to reduce your taxes once you retire and keep more of the money you worked so hard to save.

Kiplinger
Oct 08, 2018

Rest In Pieces, AMT
Taxpayers are getting an eight-year break for the dreaded Alternative Minimum Tax. Here's how to make the most of that time.

Kiplinger
Oct 05, 2018

Deducting Disaster Losses on Your Tax Return
The new tax law changed the rules. Now you can take a casualty loss deduction only if your home is in a federally declared disaster area.

Kiplinger
Oct 05, 2018

10 Growth Stocks to Buy With Monster Potential
The stock market - especially growth stocks - is at an interesting inflection point as we enter the final quarter of 2018.

On the one hand, the Standard & Poor's 500-stock index recovered from a tumultuous midyear with a 7% third-quarter gain that marked its best quarterly performance since 2013. On the other, interest-rate worries have sent a quick scare into the markets, and riskier, growth-oriented equities have suffered a bit of a pullback.

Still, corporate earnings have impressed, unemployment remains at multi-decade lows and the economy is growing. So as we head into the seasonally strong fourth quarter, the question for anyone who still believes the broader trend is up becomes, "Which stocks are Wall Street analysts singling out as compelling investing opportunities?"

We can use TipRanks to pinpoint top growth stocks - as identified by Wall Street's brightest minds - that have significant growth potential. Let's take a closer look at these 10 top picks now:

SEE ALSO: The 25 Best Stocks to Buy (According to Hedge Funds)

Kiplinger
Oct 05, 2018

Investors: Don't Fret the Hindenburg Omen
This wonky technical indicator is in the news, but don't worry about it.

Kiplinger
Oct 05, 2018

It's World National Financial Planning Day! Why Should You Care?
Sandwiched between National Name Your Car Day and National Cinnamon Roll Day is World Financial Planning Day. Here's how you should celebrate.

Kiplinger
Oct 05, 2018

Divorce Is About to Get More Expensive
The change in tax laws affects how alimony and child support are treated, going into effect for agreements signed after the end of the year. So, if divorce is in your near future, it might pay to try to beat the clock.

Kiplinger
Oct 04, 2018

Savings Strategies for Snowbirds
If you're planning to head south to escape winter, proper preparation will avoid a lot of woe.

Kiplinger
Oct 04, 2018

10 Small-Cap ETFs to Buy for Big Upside
It has been 25 years since the launch of the SPDR S&P 500 ETF (SPY), America's first exchange-traded fund. Since then, U.S. ETF assets have growth to more than $3.4 trillion across more than 5,000 funds. They've become the product of choice for individual and institutional investors alike.

However, of those several trillion dollars, only $174 billion, or roughly 5%, gets put into small-cap ETFs. That's unfortunate, because the exchange-traded fund is the perfect way to capture the potential of small-cap stocks while reducing downside risk.

It doesn't hurt that smaller companies have been performing financially well.

"Small-cap equities provide an opportunity for investors to invest in companies that generate a large portion of their revenue inside the U.S., potentially insulating them from geopolitical developments," says Michael O'Keeffe, Stifel's chief investment officer and global head of investment strategy. "We remain constructive on U.S. small-cap equities looking forward."

Here's a look at 10 small-cap ETFs that should be on your radar. If you want to build a well-constructed portfolio, it would be wise to consider a fund that invests in U.S. small-cap stocks, as well as one that holds foreign small caps.

SEE ALSO: The Kip ETF 20: The 20 Best Cheap ETFs You Can Buy

Kiplinger
Oct 04, 2018

Best Ways to Give Rewards Miles and Points
You may want to be generous with your credits, but the carriers have other ideas. Transfers are pricey (and limited).

Kiplinger
Oct 04, 2018

A Visit With Mr. Money Mustache
Pete Adeney "retired" at age 30 and has been working hard ever since to inspire his FIRE followers.

Kiplinger
Oct 04, 2018

FIRE Savers Race to Retirement
The Financial Independence, Retire Early (FIRE) movement is catching on with a new generation that is redefining what it means to be retired.

Kiplinger
Oct 04, 2018

New Rules on Capital Gains
Rates didn't change, but they're pegged to your income instead of your tax bracket.

Kiplinger
Oct 04, 2018

How Parents Can Access Information on Their College Student
You'll need the proper paperwork to obtain grades, health records.

Kiplinger
Oct 04, 2018

How Investments Are Sold When RMDs Are on Autopilot
The rules vary by company.

Kiplinger
Oct 04, 2018

Dormant Accounts Pose a Risk for Buy-and-Hold Investors
If you haven't been in contact with your investment firm, your state may be quicker to seize your account as abandoned property.

Kiplinger
Oct 04, 2018

Should All Student Debt Be Forgiven?
My favorite reform would be making the repayment of all student loans pro­portional to the borrower's future earnings.

Kiplinger
Oct 04, 2018

My Best Investment Advice
These are the three steps to investing success: start soon, start small and keep it simple.

Kiplinger
Oct 04, 2018

Playing With FIRE (Financial Independence, Retire Early)
We explore the hot FIRE movement and its leader, Mr. Money Mustache, and discover that being mustachian fits well with the financial philosophies we've been espousing for decades.

Kiplinger
Oct 04, 2018

Sit Tax-Free Income Bets on Housing Bonds
This fund looks for undervalued corners of the muni market.

Kiplinger
Oct 04, 2018

Talk to Your Parents About Caregiving
While they're still active and healthy, you should broach the subject of what assistance they'll expect from you as they age.

Kiplinger
Oct 04, 2018

Secrets of the 401(k) Millionaires
The bull market helped boost balances, but these workers also save more and avoid borrowing against their savings.

Kiplinger
Oct 04, 2018

Wasatch Small Cap Value Joins Kiplinger 25
Newly inducted to the collection of our favorite no-load mutual funds, this small-company fund scoops up high-quality picks when their prices dip.

Kiplinger
Oct 04, 2018

What the Midterm Elections Mean to Your Money
Regardless of the results of the election, putting an end to the uncertainty is likely to be a plus for your portfolio.

Kiplinger
Oct 04, 2018

The Case for Keeping Some Cash
For the first time in years, cash accounts are competitive with yields on many classes of bonds and blue-chip stocks.

Kiplinger
Oct 04, 2018

7 Common Annuity Mistakes and How to Avoid Them
As you shift your focus from saving for retirement to withdrawing money in retirement, an annuity can be a crucial part of your income strategy. An annuity can provide guaranteed income that lasts for your lifetime--no matter how long you live--and it's often a good way to supplement income from Social Security and a pension, if you have one.

But the annuity universe includes products that range from straightforward immediate annuities, which guarantee a monthly payout in return for a fixed up-front investment, to variable annuities with guarantees, which can be complicated and expensive. It's easy to make mistakes. Here are seven annuity missteps to avoid.

SEE ALSO: Are Annuities Right for You?

Kiplinger
Oct 04, 2018

What Drives Ariel Investments' John Rogers
Rogers, a deep believer in the power of value stocks, says "It's fun to be different," he says. It's been profitable, too.

Kiplinger
Oct 04, 2018

Online Travel Agencies Roll Out the Rewards
Travelers can score deep discounts or cash back on hotel rooms.

Kiplinger
Oct 04, 2018

How to Navigate Investing in Emerging Markets
Currency woes and runaway inflation in some countries mask long-term opportunities.

Kiplinger
Oct 04, 2018

New Security Systems Give Peace of Mind for a Dollar a Day
New home security systems are affordable, versatile and easy to install.

Kiplinger
Oct 04, 2018

Is President Trump Right About Why Quarterly Earnings Reports Are Wrong?
Requiring companies to post results too often may discourage long-term investment, but requiring them to report too little can leave investors in the dark for too long.

Kiplinger
Oct 04, 2018

How to Boost Retirement Income by Making It Safer
Which sources of retirement income are the safest, and how do they fit into your overall income plan?

Kiplinger
Oct 04, 2018

Avoid These 5 Mistakes in Your Retirement Plan
Do you have all your bases covered to pave the way for 30 years of retirement? Or does your plan have a big hole?

Kiplinger
Oct 03, 2018

Wasatch Small Cap Value


Kiplinger
Oct 03, 2018

Cut Your Investing Risk at Every Age
Take action now to preserve your gains.

Kiplinger
Oct 03, 2018

How to Make the Most of a Health Savings Account
An HSA offers several tax benefits you can take advantage of.

Kiplinger
Oct 03, 2018

How to Get the Best Individual Health Policy in 2019
More insurers are offering individual policies compared to previous years. Here's what you should know.

Kiplinger
Oct 03, 2018

How to Get the Best Employer Health Coverage for 2019
Smart strategies for increasing your coverage and lowering costs.

Kiplinger
Oct 03, 2018

Pick a Better Health Insurance Policy
Use our strategies during open enrollment to get the best coverage at the best price.

Kiplinger
Oct 03, 2018

Trim Your Home Insurance Premium
Whether you stay with your current insurer or switch, you can lower your rate without sacrificing coverage.

Kiplinger
Oct 03, 2018

Retirees, Go Ahead and Spend a Little (More)
Successful savers have prospered by living below their means. Frugality often becomes a preference--sometimes to an excessive degree.

Kiplinger
Oct 03, 2018

Investing Fees Keep Falling
JPMorgan Chase drops some stock and ETF commissions.

Kiplinger
Oct 03, 2018

New Rules for Mobile Deposits
The change is designed to help ensure that mobile banking app users aren't able to deposit a check online and then again at a brick-and-mortar bank.

Kiplinger
Oct 03, 2018

How to Rebalance Your Portfolio
A risk of this long-running bull market: You may have more money in stocks than you should.

Kiplinger
Oct 03, 2018

Timely Strategies to Protect Your Portfolio
Now is the time to dial back on risk and protect your bull market gains.

Kiplinger
Oct 03, 2018

Is the Stock Market Closed on Columbus Day 2018?
The stock market is open on Columbus Day, but the bond market is closed.

Kiplinger
Oct 03, 2018

A Financial Planner's Guide to Open Enrollment
As you read up on your health insurance, life insurance and other options for 2019, here are five tips to help get the most out of your workplace benefits.

Kiplinger
Oct 02, 2018

5 Great Stocks to Buy If You're New to Investing
The biggest challenge for many new investors is simply knowing where to start.

There's no clear consensus on how to invest. Value investors will say the best stocks to buy are cheap ones and rattle off plenty of statistics to defend their stance. Growth and momentum investors will counter that investing in dominant growth stocks is the way to go. After all, you're not too likely to find an all-star like Amazon.com (AMZN) sitting in the bargain bin.

What about dividends? Or share repurchases? Various studies have shown that focusing on these factors can generate solid returns.

Despite all the attempts to quantify investing, it is often more art than science. No single strategy is right for all investors. Some excel at charting and other forms of technical analysis, while some fundamentalists find bargains by digging into the minutiae of the financial statements. And there's everything in between.

The best way for beginning investors to learn is to try a little of everything. You don't have to get it right the first time, and you don't have to put your capital at serious risk. So today, we're going to look at five of the best stocks to buy if you're new at investing. These may or may not beat the market over the next year. It would be fantastic if they did, but that's not our point here. We're simply looking to learn the ropes.

SEE ALSO: The 25 Best Low-Fee Mutual Funds You Can Buy

Kiplinger
Oct 02, 2018

5 Key Financial Aid Considerations When Saving for College
Get real about what you might need to pay for your child's education.

Kiplinger
Oct 02, 2018

Should You Treat Your Kids Equally in Your Will? 12 Financial Planners Weigh In
"I always knew Mom and Dad loved you best."

That's not what parents want to hear ... but it's what a lot of kids feel, even though their parents swear that they love their children equally.

When parents sit down to write their wills, that is the issue they must face head on. So, how do they do the right thing, keep the peace and not play favorites? Should they even try?

In deciding how to split your assets among your children, should you dole them out in equal shares to be fair, or is it OK to give one child more than the others? We asked financial planners to share stories gleaned from their years of experience. Some of their stories end in disaster, while others offer the reassurance of a clear path to follow. Read on to see how these stories might apply to your own family's estate plan.



Kiplinger
Oct 02, 2018

Budget Travel Tips Straight from a Financial Planner's Own Family Trip Abroad
Here's what my family of five actually paid for three months of travel to Spain and how we kept our costs low. We aren't rich, but we know how to carefully plan and budget. Follow our tips to help make your own dream happen.

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