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Kate Dore, CFP®, EA @katedore

Personal finance reporter @CNBC. CERTIFIED FINANCIAL PLANNER®. Expert snacker. 🏳️‍🌈 Kate.Dore@cnbc.com

Joined May 2012
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  • Followers 9,478
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Kate Dore, CFP®, EA retweeted
CNBC
@CNBC
1 Jul 2025
Trump’s megabill squeaks through Senate, but House can still reject changes cnbc.com/2025/07/01/trump-bi…

Trump’s megabill squeaks through Senate, but House can still reject final version

The megabill now heads back to the House, where lawmakers are trying to get the package to President Donald Trump's desk before a self-imposed July 4 deadline.

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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-…

The average 401(k) savings rate hit a record high. See if you're on track

The average 401(k) savings rate recently hit a record high. Here's how to know if you're on track.

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Kate Dore, CFP®, EA retweeted
CNBC
@CNBC
1 Jun 2025
House GOP passed trillions in tax cuts. How Trump's 'big bill' could change in the Senate cnbc.com/2025/06/01/trump-bi…

House GOP passed trillions in tax cuts. How Trump's 'big bill' could change in the Senate

The House GOP approved trillions in tax cuts. Here's how President Trump's "big bill" could change in the Senate.

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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…

What the House Republican budget bill means for your money

House Republicans advanced a multitrillion-dollar tax and spending package that could have sweeping impacts on household finances.

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Good tax insights from @emrwilkins’ chat with House Ways and Means Chair @RepJasonSmith🧵
Emily Wilkins@emrwilkins
5 Dec 2024
I sat down with W&M Chair @RepJasonSmith at the @CNBC CFO Council yesterday to chat taxes and TCJA reauth. A few takeaways ...
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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…

Investors' crypto donations to charity skyrocket. Why it can be 'hugely beneficial,' expert says

There's soaring interest in donating crypto to charity, according to Fidelity Charitable. Here's how those donations can pay off at tax time.

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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…

'Everyone wins except the IRS' with this legal charitable donation strategy, advisor says

If you're donating money on Giving Tuesday, you may score a bigger tax break by gifting profitable investments. Here's what to know.

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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…

These key 401(k) plan changes are coming in 2025. Here's what savers need to know

Starting in 2025, key 401(k) plan changes enacted via Secure 2.0 could make saving for retirement easier. Here's what investors need to know.

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Kate Dore, CFP®, EA retweeted
CNBC
@CNBC
5 Nov 2024
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
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Kate Dore, CFP®, EA retweeted
CNBC
@CNBC
29 Oct 2024
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
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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…

IRS free tax filing will be available in 24 states for the 2025 season — here's who can use it

The IRS free tax filing program will be available in 24 states for the 2025 season. Here's who can use Direct File.

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Kate Dore, CFP®, EA retweeted
genna@GennaContino
12 Aug 2024
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…

Insurers deemed mold too risky decades ago. That coverage gap still surprises homeowners

Water damage, including mold, accounts for about a quarter of homeowners insurance losses, data shows. But consumers may find their insurance policy caps or excludes it.

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Kate Dore, CFP®, EA retweeted
CNBC
@CNBC
17 Jul 2024
Here's how one single father spent a decade planning for his dream family via surrogacy cnbc.com/2023/07/09/heres-ho…

Here's how one single father spent a decade planning for his dream family via surrogacy

This man spent a decade planning for a baby through surrogacy. Here's what prospective parents need to know about the process.

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Kate Dore, CFP®, EA retweeted
Squawk Box
@SquawkCNBC
12 Jun 2024
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.
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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…

You could lose money by maxing out your 401(k) plan early — unless it has this special feature

If you're maxing out your 401(k) early, you could miss part of your employer match without the true-up feature, experts say.

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The decision to sell your home vs. rent it out is ‘complicated,’ experts say — what to know cnbc.com/2024/05/21/sell-or-…

The decision to sell your home vs. rent it out is 'complicated,' experts say — what to know

If you are sitting on a low-interest-rate mortgage and ready to move, you could face the decision of whether to sell or rent out your property.

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Supreme Court rules Consumer Financial Protection Bureau funding structure is legal cnbc.com/2024/05/16/supreme-…

Supreme Court rules Consumer Financial Protection Bureau funding structure is legal

The Supreme Court decision protects the CFPB from the potentially crippling risk that Republicans in Congress will block annual funding for the agency.

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IRS boosts health savings account contribution limits for 2025 cnbc.com/2024/05/09/irs-boos…

IRS boosts health savings account contribution limits for 2025

The IRS has increased the health savings account contribution limits for 2025. Here's how much you can deposit with a high-deductible health plan.

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Kate Dore, CFP®, EA retweeted
Squawk Box
@SquawkCNBC
1 May 2024
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:
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Labor Department issues rule to crack down on bad retirement savings advice | by @GregIacurci cnbc.com/2024/04/23/labor-de…

Labor Department issues rule to crack down on bad retirement savings advice

The Biden administration issued a final "fiduciary" rule that aims to rein in conflicts of interest that officials say erode Americans' savings.

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