Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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4 Estate Planning Documents Every High-Net-Worth Family Needs
The key to successful estate planning for HNW families isn't just drafting these four documents, but ensuring they're current and immediately accessible.
By Howard A. Enders
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Love and Legacy: What Couples Rarely Talk About (But Should)
Couples who talk openly about finances, including estate planning, are more likely to head into retirement joyfully. How can you get the conversation going?
By Lawrence Sprung, CFP®, CEPA®
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Want to Be a 401(k) Millionaire? Here’s How
Join the 401(k) millionaires' club by following these 4 steps.
By Adam Shell
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I want to sell our beach house to retire now, but my wife wants to keep it.
I want to sell the $610K vacation home and retire now, but my wife envisions a beach retirement in 8 years. We asked financial advisers to weigh in.
By Maurie Backman
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How to Add a Pet Trust to Your Estate Plan
Adding a pet trust to your estate plan can ensure your pets are properly looked after when you're no longer able to care for them. This is how to go about it.
By Adam Frank
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Avoid Leaving Chaos in Your Wake: Keep an Updated Estate Plan
An outdated or incomplete estate plan could cause confusion for those handling your affairs at a difficult time. This guide highlights what to update and when.
By Leslie Gillin Bohner
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Why I Became an Advocate for Fee-Only Financial Advice
Can financial advisers who earn commissions on product sales give clients the best advice? For one professional, changing track was the clear choice.
By David Bromelkamp
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Medicare Premiums 2026: IRMAA Brackets and Surcharges for Parts B and D
Do you have to pay the monthly Medicare premium surcharge this year? It depends.
By Donna LeValley
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The Average Social Security Check in Every State
Do you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.
By Donna LeValley
