Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Why Your Financial Plan Still Needs a Human TouchAI can clarify information, but for key financial decisions, here's why it shouldn't replace an adviser who knows your family, your history and your values.
By Frank J. Legan
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Why Pre-Planning Your Funeral Is a Gift to Your Loved OnesBy planning your own funeral, you can spare your loved ones some stress and create a meaningful send-off.
By Julie Halpert
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How Annuities Can Fill the Social Security Spousal GapSpouses who collect substantial Social Security benefits may see a significant drop in income when one dies. These annuities can help make up for the loss.
By Ken Nuss
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Some Retirees Are Choosing Delaware Over Florida: How the Retirement Math Adds UpRetirement Tax Florida has long been a favored retirement destination, but as of late, Delaware is having a moment.
By Kelley R. Taylor
Retirement Tax -
The Real Cost of Retiring in Florida: Local Expert TipsWho better to explain the taxes and other costs that newcomers to Florida may not expect than a wealth manager who's lived and worked there for 30 years?
By Lauren Traulsen
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A Social Security Guide for Gen Z and MillennialsSocial Security may still be part of the retirement picture for younger workers, but it shouldn't be the cornerstone of your strategy. How to adapt.
By Vincent Birardi, CFP®, AIF®, MBA
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Are You Ready to Spend in Retirement? 5 QuestionsShifting from saving to spending in retirement requires a new way of thinking. Answer these five questions to find out if you're ready for this next chapter.
By Vincent Sgro
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A Financial Checklist for Your 70sIt's time to enjoy the wealth you've built without worrying about inflation and surprise expenses wiping out your savings. Here's how.
By Rachael Green
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Is Retiring to a Low-Tax State Really Worth It?Unexpected costs could outweigh your tax savings, so it could be smarter to explore tax planning strategies that would let you stay right where you are.
By Ben Fuchs, CFP®, CPWA®
