Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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7 Regrets for Retirees With a Pension and $1 Million-PlusIf you're lucky enough to have both a pension and a $1 million nest egg, your biggest threat isn't running out of money — it's not fully using what you have.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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The Big Three IPOs: What Retirees Need to Know NowAs SpaceX, OpenAI and Anthropic head toward massive public listings, retirees should avoid the hype and focus on a disciplined, diversified financial plan.
By Scott Schwitzer
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Why Asset Allocation Needs to Be Customized in RetirementRetirement isn't just about playing it safe. It's about having a plan that manages taxes, protects cash flow and keeps your portfolio aligned with your goals.
By Mike Palmer, CFP®
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Legacy Planning for Moms: How to Protect Your Family From ChaosOrganizing your financial, digital and legal affairs and talking openly about your final wishes is one of the most loving gifts you can give your family.
By Stacy Francis, CFP®, CDFA®, CES™
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Estate Planning Quiz: Can You Decode These 10 Critical Terms?Quiz Take this quick quiz to test your knowledge of the essential legal and financial vocabulary required to protect your assets and your family.
By Donna LeValley
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7 Warren Buffett Quotes Every Retiree Should Live ByThe 'Oracle of Omaha' knows a thing or two about life, investing and retirement.
By Donna Fuscaldo
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The Sequence of Returns Risk Could Shrink Your Retirement Nest EggThis little-known risk of a down market can damage your portfolio. Here's how to prevent it.
By Adam Shell
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You May Not Want to Downsize in Retirement: Here's WhyYour financial planner may urge you to downsize in retirement. Your kids may even pressure you. But be sure it's right for you before you make a move.
By Maurie Backman
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Lost Your Spark? 6 Ways to Break Out of a Retirement FunkIt's common for retirees to struggle with mental health and the "blahs." Here are six ways you can break free, according to the experts.
By Maurie Backman


