Latest articles by David Rodeck
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10 Things to Know About Estate Planning
Estate planning is all about taking charge of your legacy.
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A 10-Year Retirement Planning Checklist
Keep this ten-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions. You'll be in great shape when you leave your working life behind.
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Backdoor Roth IRAs: Good for Wealthy Retirees?
Financial Planning A backdoor Roth IRA is a tax loophole that enables wealthier individuals to earn tax-free income. But it's complicated, and how long will that back door remain open?
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7 Reasons to Avoid a Self-Directed IRA
self directed IRA Self-directed IRAs let investors do things they can't in an ordinary IRA, like invest directly in alternative assets. But this opportunity also comes with these risks.
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10 Things You Should Know About Life Insurance
A collection of information about life insurance.
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Estate Planning for Singles: 10 Things You Should Know
How to navigate estate planning as a single person.
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10 Things For Retirees To Know About Buying A Vacation Home
Ten things retirees should know about the implications of buying a second or vacation home.
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Quitting Your Job? Check This Retirement Point First
Here are some factors to consider if you want to quick, but don't want to lose gains on retirement funds.
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Retirees, Here's How to Make a Medigap Switch to Save Money
Making Your Money Last Kiplinger provides guidance on how to make a Medicare Medigap switch to get the best plan for your budget.
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Short-Term Insurance Plans' Good, Bad and Ugly
retirement You'll need a clear-eyed analysis to gauge the value of short-term care insurance plans and if they're right for you.
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Long-Term Care Insurance: 10 Things You Should Know
A brief explainer on the most important things to know about long-term care insurance.
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Five Questions to Ask Before You Buy an Annuity
Annuities come with different provisions and costs. Before you buy one, make sure to ask the right questions, like these five.
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How to Cut Your Auto and Home Insurance Bills This Year
Protecting your car and home with insurance is getting a lot more costly. Use these tips to minimize the pain of rising premiums.
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Six of the Worst Assets to Inherit
inheritance Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
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How Interest Rates Affect Annuities
Find out why higher interest rates benefit some annuities more than others.
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How to Use Annuities for Retirement Paychecks
Predictable income can provide stability and peace of mind. Here’s how to decide whether an annuity is right for you — and sort through the options.
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10 Things You Should Know About Reverse Mortgages
A look at what to know about reverse mortgages, and why caution around them is warranted.
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10 Things You Should Know About REITS
A look at real estate investment trusts (REITs), a hands-off way to play the real estate market.
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10 Things to Know About Working in Retirement
Working in retirement could give you more money but also could impact some benefits.
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How to Find the Right Financial Adviser
The right financial adviser can provide valuable guidance, but it doesn’t come cheap — and the fee structures can be confusing.
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Five Best Financial Gifts for Grandkids
gift ideas If you've been giving your grandchildren cash for the holidays, now is a good time to rethink that. There are other financial gifts that will help teach them the value of money and set them up for life.
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What To Do If You're Pushed Out Of Work At 60
A quick guide of how to assess and move forward if you're pushed out of work in your 60s.
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How to Find Insurance Coverage in Disaster-Prone Areas
It can be difficult to find insurance in disaster-prone places, but these steps can help.
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Retirees, It's Not Too Late to Buy Life Insurance
life insurance Improvements in underwriting have made it easier to qualify for life insurance, which can be a useful estate-planning tool.
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