News, insights and expert analysis on retirement from the team at Kiplinger.
High earners can still feel they're on shaky ground financially. Rebuild your confidence with a plan that understands your present and protects your future.
By Dr. Preston D. Cherry, CFP®, Ph.D.
Investors can use the past 12 months to guide their strategy for 2026 — and 2025 was living proof that time in the market can pay off.
By George Pikounis, Certified Estate Planner (CEP®)
From prioritizing spending and investing to using debt wisely and developing a giving attitude, rich retirees build a roadmap for a meaningful journey.
By Kathryn Pomroy
A 401(k) is worth it for most people, but are you one of them? There are seven pros and four cons to consider.
By Adam Shell
Keep this ten-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions. You'll be in great shape when you leave your working life behind.
By David Rodeck
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor
We asked estate planning experts how to keep transgressions secret, even after death.
By Donna Fuscaldo
Social Security Having taxes withheld from Social Security benefits can help retirees avoid a surprise when tax season arrives.
By Kelley R. Taylor
Deciding when to claim Social Security is tricky if you and your adviser haven't thoroughly covered the topic. Here's how to ensure you're on the right track.
By Myles J. McHale, Jr. AIF®, CRPP®
