Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Social Security Garnishment Rules: What Retirees Need to Know
Do you know who can garnish your monthly Social Security benefit? Or take the funds from your bank account? Learn how to protect your benefits from creditors.
By Donna LeValley
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5 Estate Planning Things You Need to Do Now
Completing these five essential tasks right away can protect your family and their inheritance from potential high taxes and the probate process.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How to Organize Your Financial Paperwork for Your Heirs
A guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
By Ella Vincent
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We've saved $3.1 million, but my husband still works. I want to travel!
We retired last year at 67. My husband works two days a week, but it's interfering with the dream vacations I want to plan. Help!
By Maurie Backman
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Add Lifetime Annuities to Unlock Home Equity and Tax Benefits
Combining a QLAC with a HECM can help mass affluent retirees secure guaranteed lifetime income, tax advantages and liquid savings to cover late-in-life expenses.
By Jerry Golden, Investment Adviser Representative
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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
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Social Security Payment Schedule for 2026
Find out when you can expect your 2026 Social Security payments and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley
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The Average Social Security Check by Age
Compare your average Social Security check with others of your age, and plan for the future.
By Donna LeValley
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Snowbirds — Shipping Your Car Back Home? Beware of These Four Scams
Snowbird season is coming to an end, which means many older adults will be shipping their vehicles back home. Here's how to avoid overpaying for that convenience.
By Donna Fuscaldo




