Lisa Gerstner

New Hope

Senior Associate Editor at Kiplinger Tax Letter

Editor of @Kiplinger Personal Finance magazine. Military spouse, mother, occasional yogi and baker.

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Articles

Kiplinger Readers' Choice Awards 2025: Full-Service Brokers

1 month ago | kiplinger.com | Emma Patch |Lisa Gerstner

About the Kiplinger Readers’ Choice Awards 2025The Kiplinger Readers’ Choice Awards aim to recognize and celebrate the best products and services in the personal finance arena. We asked you, our Kiplinger community, to help us name the products and services you think have delivered excellent value in the past year.
Kiplinger Readers' Choice Awards 2025: Wealth Management Services

1 month ago | kiplinger.com | Emma Patch |Lisa Gerstner

About the Kiplinger Readers’ Choice Awards 2025The Kiplinger Readers’ Choice Awards aim to recognize and celebrate the best products and services in the personal finance arena. We asked you, our Kiplinger community, to help us name the products and services you think have delivered excellent value in the past year.
Kiplinger Readers' Choice Awards 2025: Peer-to-Peer Apps

1 month ago | kiplinger.com | Emma Patch |Lisa Gerstner

About the Kiplinger Readers’ Choice Awards 2025The Kiplinger Readers’ Choice Awards aim to recognize and celebrate the best products and services in the personal finance arena. We asked you, our Kiplinger community, to help us name the products and services you think have delivered excellent value in the past year.
Kiplinger Readers' Choice Awards 2025: Homeowners Insurance Companies

1 month ago | kiplinger.com | Emma Patch |Lisa Gerstner

About the Kiplinger Readers’ Choice Awards 2025The Kiplinger Readers’ Choice Awards aim to recognize and celebrate the best products and services in the personal finance arena. We asked you, our Kiplinger community, to help us name the products and services you think have delivered excellent value in the past year.
Kiplinger Readers' Choice Awards 2025: Annuity Providers

1 month ago | kiplinger.com | Emma Patch |Lisa Gerstner

About the Kiplinger Readers’ Choice Awards 2025The Kiplinger Readers’ Choice Awards aim to recognize and celebrate the best products and services in the personal finance arena. We asked you, our Kiplinger community, to help us name the products and services you think have delivered excellent value in the past year.
Best Cash Back Credit Cards of 2025 | Kiplinger

1 month ago | kiplinger.com | Sean Jackson |Ellen Kennedy |Lisa Gerstner

If you're searching for a credit card that rewards you for everyday purchases, we've chosen the best.
20 Ways to Clean Up Your Finances This Spring

Mar 23, 2025 | kiplinger.com | Lisa Gerstner |Sandra Block |Kim Clark |David Rodeck

Along with washing your windows and vacuuming under the sofa this spring, take some time to tidy up your financial life. We’ve rounded up tips to declutter, simplify and make sure everything is in its place. Sweep out portfolio cobwebsSpring clean your investments annually, says Paul Winter, a Salt Lake City certified financial planner, “to review what you own, with an eye to getting rid of what you no longer need and to organizing what remains.”Is any fund a long-term under-performer?
What's Hurting Retirees' Confidence?

Nov 17, 2024 | kiplinger.com | Lisa Gerstner |Craig Copeland

In 2023, the Retirement Confidence Survey conducted by the Employee Benefit Research Institute and Greenwald Research recorded its biggest decline since the global financial crisis of 2008. In EBRI’s 2024 survey, retiree confidence still hadn’t fully recovered from that significant drop. But there was also some good news. Craig Copeland, director of wealth benefits research for EBRI, explains. What’s behind the numbers?
Got $1,000? Here Are 20 Ways We'd Spend It This Year

Nov 16, 2024 | kiplinger.com | Lisa Gerstner |Ella Vincent |Elaine Silvestrini |Sandra Block

As the end of the year rolls around, you may have some cash to spare — perhaps an annual bonus from your employer or money you’ve been stashing away to give to charity or buy holiday gifts. Whether you want to improve your savings and investments, make smart charitable donations, boost your career, upgrade your home or treat yourself to a vacation, we’ve found great ideas to use a thousand bucks. Invest itCreate a one-and-done portfolio.
Is a 55+ Community Right for You?

Nov 16, 2024 | msn.com | Lisa Gerstner

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