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The IRS Never Texts You, So Why Are They Doing It Now?

Jul 09, 2026 |

By Kate Schubel

| Kiplinger

Follow us Add us as a preferred source on Google Subscribe to our newsletter If you get a text message claiming to be from the IRS this week, your first instinct is probably to delete it and block the number. And that's usually smart.

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Clients Asking About IPOs? Here's a 5-Step Framework for the Conversation

Jul 09, 2026 |

By Ben Sullivan

| Kiplinger

Follow us Add us as a preferred source on Google Subscribe to our newsletter When IPO activity picks up, client calls tend to follow. A high-profile company goes public, the financial press lights up, and suddenly, clients who have never considered investing in an IPO are asking whether they should get in. These conversations can be genuinely useful, but they can also go sideways quickly if advisers aren't prepared to manage expectations alongside the enthusiasm.

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The Exit Coach: How Advisers Can Guide Business Owners Through the Emotional Process of a Sale

Jul 09, 2026 |

By Andrew Palmer

| Kiplinger

Follow us Add us as a preferred source on Google Subscribe to our newsletter Selling a business is often framed as a transaction: A valuation, a deal structure, a number on a page. But, in reality, it can be one of the most significant transitions an entrepreneur will ever face. While valuation, deal structure and tax outcomes are key considerations, they are just part of the equation. The emotional, familial and lifestyle implications can be just as consequential.

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Do You Lack the Confidence to Go Ahead and Retire? You're Not Alone

Jul 09, 2026 |

By Lamar Brabham

| Kiplinger

Follow us Add us as a preferred source on Google Subscribe to our newsletter One in three Americans feel less confident in their retirement plan than a year ago, and nearly half of pre-retirees say they expect to retire later than planned. That's according to a survey from CNO Financial Group.

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Dow Falls 577 Points After Hormuz Ceasefire Fails: Stock Market Today Original

Jul 08, 2026 |

By David Dittman

| Kiplinger

Follow us Add us as a preferred source on Google Subscribe to our newsletter Investors, traders and speculators faced fresh headwinds from Asia on Wednesday. President Donald Trump said the U.S. is "probably" going to launch additional attacks on Iran to retaliate for Islamic Revolutionary Guard strikes on three commercial tankers as they transited the Strait of Hormuz on Tuesday. "I'll give them a little warning," Trump said from the sidelines of the NATO summit in Ankara, Turkey.

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Your T-Mobile Bill May Be Going Up — Here's What to Do Next

Jul 08, 2026 |

By Paige Cerulli

| Kiplinger

Follow us Add us as a preferred source on Google Subscribe to our newsletter T-Mobile has started notifying some customers that it is retiring older phone plans and automatically moving affected accounts to plans from its current lineup. The changes could mean higher monthly bills for thousands of customers. T-Mobile hasn't released a full list of affected plans, but some customers being moved may have been on the same plan for 10 to 15 years.

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Property Tax Bills Are on the Rise. Here's What You Can Do Original

Jul 08, 2026 |

By Lisa Gerstner

| Kiplinger

Follow us Add us as a preferred source on Google Subscribe to our newsletter In many areas of the country, homeowners are feeling the squeeze as property taxes climb at a faster clip than inflation. In 2025, the average owner of a single-family home, with an estimated value of $494,231, paid $4,427 in taxes, according to a recent study from ATTOM, a provider of property data. That's a 3% increase from the previous year, compared with a 2.7% inflation rate in 2025.

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Pet Stocks Have Slipped Since COVID. Is This an Investing Opportunity?

Jul 08, 2026 |

By James Glassman

| Kiplinger

Follow us Add us as a preferred source on Google Subscribe to our newsletter In October 2024, the Harris Poll asked Americans about pets and kids: "If you had to choose, which would you prefer in the future?" Of the 2,125 respondents, 18% said children, 43% said pets, and the rest said both. Harris also found that a majority of Gen Z pet owners would give up a year of their own lives if it would add a year to their pet's life. In case you hadn't noticed, Americans have gone ga-ga over their pets.

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How Small Business Owners Can Balance AI With Employee Loyalty and Retirement Goals Original

Jul 08, 2026 |

By Maurie Backman

| Kiplinger

Follow us Add us as a preferred source on Google Subscribe to our newsletter It's not a secret that AI adoption is becoming increasingly commonplace in Corporate America. But it's not just giant corporations that are using it. A 2026 Intuit QuickBooks survey (PDF) found that 77% of small and midsize businesses now use AI regularly, up from 48% two years ago. If you own a small business, you may be looking to increasingly lean on AI tools to improve productivity and save on costs.

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Moving Wealth Abroad? Here's How to Keep Your American Dream From Turning Into an Overseas Nightmare

Jul 08, 2026 |

By Ann Marie Regal

| Kiplinger

Follow us Add us as a preferred source on Google Subscribe to our newsletter In today's increasingly politicized financial environment, a growing number of high-net-worth American taxpayers are exploring ways to move abroad — and take their money with them. While it's tempting to attribute this solely to economic fears or investment optimization strategies, the reality is more complex.

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The IRS Never Texts You, So Why Are They Doing It Now?

Clients Asking About IPOs? Here's a 5-Step Framework for the Conversation

The Exit Coach: How Advisers Can Guide Business Owners Through the Emotional Process of a Sale

Do You Lack the Confidence to Go Ahead and Retire? You're Not Alone

Dow Falls 577 Points After Hormuz Ceasefire Fails: Stock Market Today Original

Your T-Mobile Bill May Be Going Up — Here's What to Do Next

Property Tax Bills Are on the Rise. Here's What You Can Do Original

Pet Stocks Have Slipped Since COVID. Is This an Investing Opportunity?

How Small Business Owners Can Balance AI With Employee Loyalty and Retirement Goals Original

Moving Wealth Abroad? Here's How to Keep Your American Dream From Turning Into an Overseas Nightmare

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The IRS Never Texts You, So Why Are They Doing It Now?

Clients Asking About IPOs? Here's a 5-Step Framework for the Conversation

The Exit Coach: How Advisers Can Guide Business Owners Through the Emotional Process of a Sale

Do You Lack the Confidence to Go Ahead and Retire? You're Not Alone

Dow Falls 577 Points After Hormuz Ceasefire Fails: Stock Market Today Original

Your T-Mobile Bill May Be Going Up — Here's What to Do Next

Property Tax Bills Are on the Rise. Here's What You Can Do Original

Pet Stocks Have Slipped Since COVID. Is This an Investing Opportunity?

How Small Business Owners Can Balance AI With Employee Loyalty and Retirement Goals Original

Moving Wealth Abroad? Here's How to Keep Your American Dream From Turning Into an Overseas Nightmare

Kiplinger Journalists

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