News, insights and expert analysis on retirement from the team at Kiplinger.
Even people who work in financial services have questions when a layoff happens right before retirement. Here are five issues that need to be addressed.
By Kelly LaVigne, J.D.
Without an estate tax plan, tax bills could eat into the wealth you worked hard to build. Here are six strategies to help ensure it passes into the right hands.
By Logan Queck, CFP®, ChFC®, CEPA®
These steps can help you ensure that the wealth your children or grandchildren inherit is a catalyst for opportunity rather than a source of conflict.
By Chad Maggard, CFA®
Aging loved ones' care needs put pressure on financial plans and caregivers. It's important to talk openly about options before a crisis happens.
By Dennis D. Coughlin, CFP®, AIF®
Retirement planning is less about hitting milestone ages and more about understanding how financial decisions shape long-term income, taxes and healthcare costs.
By Michael Pappis, CFP®
Skip the crowded cobblestones of the 13 Colonies. These four regional routes prove America’s history is best learned on the open road.
By Donna LeValley
While legal and tax strategies are essential for transferring wealth, the more critical step is ensuring your family knows what's coming, how and why.
By John P. Micera
These practical moves aren’t just for the wealthy. Anyone can steal them to edge closer to the retirement they’ve been dreaming about
By Kathryn Pomroy
The dream of retiring comfortably remains a tough goal to hit. Do you have enough socked away?
By Kathryn Pomroy
