Lisa Gerstner
Senior Associate Editor at Kiplinger Tax Letter
Editor of @Kiplinger Personal Finance magazine. Military spouse, mother, occasional yogi and baker.
Articles
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1 month ago |
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?
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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?
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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.
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Nov 16, 2024 |
msn.com | Lisa Gerstner
Continue reading More for You Continue reading More for You
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Nov 16, 2024 |
kiplinger.com | Lisa Gerstner
Thinking about moving to a 55+ community? Once limited to the Sunbelt, these developments, designed for people 55 and older, can now be found throughout the nation, from Washington state to Texas, Virginia, the Carolinas and the Northeast. And more of them are popping up.
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Starting today, you can get a new round of free COVID tests from the government--4 per household. Order yours here: https://t.co/dRwITsJeEz
Some good stuff for military families in here, including a provision for dependent-care FSAs for service members. I always wondered why that wasn't in the benefits package.
RT @sesamestreet: The day you plant the seed is not the day you get to eat the fruit. We're proud of you for growing your garden each day.…
