Each month we post a quick tip, providing resources to create a better quality of life for you and your finances!

In January 2026, Several Changes to Social Security Will take Effect. What Will Be the Impact On Your Benefit?

It’s been 60 years since Beatlemania swept across America—but beyond the iconic performances and timeless melodies, the Beatles left behind something else: surprisingly relevant wisdom for your financial life.

While tidying up the Oleander beds over the 4th of July weekend, I spotted a line of ants marching along the edge of our neighbor’s driveway. Seemed harmless enough at first—but it caught my attention.

Five Years from Retirement? These 5 Tips Could Make All the Difference. If retirement is on the horizon—say, within the next five years—you’ve entered what we call the retirement red zone.

Smart Uses for Your Tax Refund. If you have a refund check coming your way, consider using it to bolster your personal balance sheet.

Six Steps to Simplify Your Estate for Your Heirs. A simplified estate strategy will expedite the settlement of your estate after you're gone, minimize audit risk, mitigate costs and reduce stress for your beneficiaries.

How to Guard Against Identity Theft in 2025. Eva Velasquez is president and CEO of the Identity Theft Resource Center (ITRC), a nonprofit that supports victims of identity theft. Here, she talks to Kiplinger about key identity theft problems to know about in 2025.

Decoding Your Taxes: A Glossary of Tax Terms You May Need to Know Many tax terms are confusing, whether you're a business owner, a seasoned individual taxpayer or someone filing a tax return for the first time.

5 Signs to Watch for in Aging Family Members This Holiday Season. While it’s a joyous time, it’s also the perfect opportunity to check in on everyone’s well-being, especially our cherished aging family members.

10 Things To Know Before Medicare Open Enrollment Starts. Getting a handle on the basics of Medicare can help protect your health — and your nest egg — in retirement, so making the right choices during Medicare open enrollment is arguably one of the most important financial decisions you can make.