Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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How to Prepare Heirs for Family Wealth TransferFamilies should prepare heirs not just to receive assets, but to take on the knowledge, decisions and responsibilities that come with them.
By Allison K. Pfeifle, Esq.
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5 Reasons You Should Take Social Security At 62 (and 5 Reasons You Should Wait)There are sound reasons to take Social Security early. While many experts say it's best to wait until full retirement age to claim benefits, here are some reasons to start early.
By Kathryn Pomroy
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The Dream of Retiring on a Cruise Ship Turned Into a NightmareAfter selling their homes and paying six figures to cruise in retirement, Villa Vie Odyssey passengers were forced to disembark in Cambodia as fuel costs mounted.
By Donna Fuscaldo
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The Average Monthly Social Security Check: September 2026The average monthly Social Security check amount might surprise you. Here's a look at September's numbers and why they matter.
By Donna LeValley
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Social Security Payment Schedule for 2027Find out when you can expect your 2027 Social Security payments and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley
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Why I Love Roth IRAs and Roth ConversionsRoth IRAs truly are a gift from the government. Here's why you should take advantage of them while tax rates are at historic lows.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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12 Retirement Moves to Make Before the Year EndsFrom applying for Social Security and donating to charity to maximizing your savings accounts, here are 12 retirement moves you can still make in 2026
By Kathryn Pomroy
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Has Your Doctor Been Flagged for Medicare Fraud? Here’s How to TellMedicare fraud threatens your health and wallet through bogus care and phantom billing. Here is what to do if your doctor is flagged.
By Kathryn Pomroy
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Why Adult Children Choose EstrangementMillions of parents are being cut off by their grown children. Experts explain what went wrong — and the only realistic path back.
By Alina Tugend



