
Personal finance reporter @CNBC. CERTIFIED FINANCIAL PLANNER®. Expert snacker. 🏳️🌈 [email protected]
Nashville, TN
Joined May 2012
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Kate Dore, CFP®, EA retweeted
Trump’s megabill squeaks through Senate, but House can still reject changes cnbc.com/2025/07/01/trump-bi…
The average 401(k) plan savings rate recently hit a new record high, according to @Fidelity — and the percentage is nearing a widely-used benchmark. cnbc.com/2025/06/04/average-…
Kate Dore, CFP®, EA retweeted
House GOP passed trillions in tax cuts. How Trump's 'big bill' could change in the Senate cnbc.com/2025/06/01/trump-bi…
Did you miss the House Republicans' early morning vote to advance Trump's multi-trillion-dollar tax package?
Here's a breakdown of some of the key provisions from @CNBC's personal finance team.
cnbc.com/2025/05/22/what-hou…
Good tax insights from @emrwilkins’ chat with House Ways and Means Chair @RepJasonSmith🧵
I sat down with W&M Chair @RepJasonSmith at the @CNBC CFO Council yesterday to chat taxes and TCJA reauth. A few takeaways ...
There’s been huge growth in crypto gifts to charity.
This year alone, Fidelity Charitable has accepted $688 million in crypto donations through Nov. 19, up from $49 million in 2023.
Here’s how the strategy can benefit donors and nonprofits.
cnbc.com/2024/12/04/donate-c…
Since 2018, it’s been harder to claim a tax break for gifts to charity because most people use the standard deduction.
But if you itemize, it’s generally better donate profitable investments over cash.
cnbc.com/2024/12/03/giving-t…
Enacted in 2022, Secure 2.0 brought sweeping changes to the U.S. retirement system.
Some provisions will kick in next year. Here’s what to know cnbc.com/2024/11/23/401k-cha…
Kate Dore, CFP®, EA retweeted
TONIGHT: CNBC will be covering Election Day 2024 throughout the night.
Tune into CNBC on your TV and follow along here for live updates: cnb.cx/4hwOzvJ
Kate Dore, CFP®, EA retweeted
The middle class is typically defined as households that earn between 2/3 and double the household median income. But in many categories, consumers have seen costs rising more slowly.
Here's why life is becoming unaffordable for middle-class Americans: cnb.cx/3YEkC5w
IRS free tax filing will be available in 24 states for the 2025 season — here’s who can use it cnbc.com/2024/10/03/irs-free…
Kate Dore, CFP®, EA retweeted
My final piece for @CNBC looks at how the insurance industry handles mold claims. Many consumers expect mold coverage, but insurers began limiting or excluding this coverage 20 years ago.
cnbc.com/2024/08/11/how-home…
Kate Dore, CFP®, EA retweeted
Here's how one single father spent a decade planning for his dream family via surrogacy cnbc.com/2023/07/09/heres-ho…
Kate Dore, CFP®, EA retweeted
It's estimated that 70% of people turning 65 today will need long-term care in their lives. @sharon_epperson breaks down what you can do to plan out your future.
If you max out your 401(k) early, you could miss part of your employer match — unless your plan has this special feature. cnbc.com/2024/06/05/how-a-tr…
The decision to sell your home vs. rent it out is ‘complicated,’ experts say — what to know cnbc.com/2024/05/21/sell-or-…
Supreme Court rules Consumer Financial Protection Bureau funding structure is legal cnbc.com/2024/05/16/supreme-…
IRS boosts health savings account contribution limits for 2025 cnbc.com/2024/05/09/irs-boos…
Kate Dore, CFP®, EA retweeted
The Treasury Department announcing a new rate on Series I bonds through October. But has the investment lost its luster? @sharon_epperson breaks down the pros and cons:
Labor Department issues rule to crack down on bad retirement savings advice | by @GregIacurci cnbc.com/2024/04/23/labor-de…




