Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Inheriting Wealth: 4 Mistakes That Could Cost You Everything
Gen X and Millennials are expected to receive trillions of dollars in inheritance. Unless it's managed properly, the money could slip through their fingers.
By Chris Dixon, RFC®
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'The Money Prism' Solves Retirement Money's Biggest Headache
This simple, three-zone system (Blue for bills, Green for paycheck, Red for growth) helps you organize your retirement savings by purpose and time.
By Andrew Whalen
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No, AI Can't Plan Your Retirement: This Adviser Explains Why
AI has infinite uses. But creating an accurate retirement strategy based on your unique goals is one place where its possibilities seem lacking.
By Alan E. Becker, Investment Adviser
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The New Rules of Retirement
Popular guidelines about how to save, invest and spend need to be updated and personalized to ensure you'll never run out of money.
By Diane Harris
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I Regret Moving to a 55+ Community, But My Wife Loves It
We asked real estate and psychotherapist professionals for advice.
By Maurie Backman
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60/40 Portfolios: Why a Cookie-Cutter Approach Can Cost You
Choosing a personalized retirement investment plan, rather than relying on the 60/40 portfolio, could help protect your savings and ensure long-term growth.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Are You Winging Your Retirement Plan? Tips to Help With That
If you have no strategy tying together your accounts or haven't modeled scenarios to make sure your savings will last, then your plan is probably inefficient.
By Dylan Warfield
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Divide and Conquer: Your Annual Financial Plan Made Easy
Overwhelmed by your financial to-do list? Split it into four quarters and assign each one goals that connect to the time of year. It could be life-changing.
By Mary Ware, CFP®, CIMA®, CDFA®
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Want to Retire At 70? See if You Can Answer These Six Questions
Thinking of finally calling it quits? Use this checklist to see if you are ready.
By Donna Fuscaldo




