Retirement News, insights and expert analysis on retirement from the team at Kiplinger. The Short-Term Rental Crackdown: Should You Sell? We consider the case of a retired couple relying on summer rental income from a $1.1 million beach house. Local zoning changes are forcing a hard choice between lifestyle and portfolio stability. Retired to Florida and Hate It? Here Is Your 'Half-Back' Escape Plan The 4% Rule for Retirement Withdrawals Gets an Upgrade Counting on the Great Wealth Transfer? Why It May Not Pan Out the Way You Hope Explore Retirement Asset Allocation Long-term Care Retirement Plans Annuities Inheritance Medicare Estate Planning Happy Retirement Social Security Retirement Planning Latest Average Generation Jones (Age 61 - 72) Net Worth Generation Jones came of age during rising inflation and an oil crisis, so it's back in the cockpit for these digital pioneers as they navigate retirement. Where Do DIY Investors Stumble Without Professional Help? While most DIY investors focus on short-term portfolio performance, CFAs and CFPs specialize in long-term strategies that support your full financial picture. By Sam Waltman, CFA®, CFP®, CEPA® Managing the High Cost of Mental Health Care Cases of anxiety, depression and other conditions are rising, and so is the price of treatment. These strategies can help you get care you can afford. By Cameron Huddleston How to Store Your Financial Documents the Right Way Having mountains of financial paperwork take over your home can be frustrating. Here's how to get the mess under control while still having your essential information at your fingertips. By Laura Gariepy 7 Best Stocks to Gift Your Grandchildren The best stocks to give your grandchildren have certain qualities in common. Here, we let you know what those are. By Dan Burrows How to Estimate Your Social Security Benefits in Six Steps To plan smartly for retirement, estimate your Social Security benefits years before you'll need the money. Here's how to do it. By Kathryn Pomroy Why 'Locking' Your Social Security Number Is the New Credit Freeze Here is how to keep your Social Security number private in an age of aggressive cybercriminals. By Donna LeValley The Rise of the 'Half-Back' Retiree: Why a Perfect Florida Condo Isn't Enough Regretting a move to Florida? You aren’t alone. Many people relocate in retirement to a new place they end up not liking. Here's how a half-back move can save your retirement. By Donna Fuscaldo The 4% Rule for Retirement Withdrawals Gets an Upgrade The go-to rule for retirement spending was created over 30 years ago. Things have changed since then. Here's how you can modernize the rule to fit your needs. By David Rodeck The Short-Term Rental Crackdown: Should You Sell? We consider the case of a retired couple relying on summer rental income from a $1.1 million beach house. Local zoning changes are forcing a hard choice between lifestyle and portfolio stability. By Maurie Backman 1 2 3 4 5 6 7 8 9 Archives
