Latest articles by David Rodeck
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12 Investments No Retiree Should Make
In retirement, when it's wise to take fewer risks with your nest egg, some investments are just nuts.
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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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The 7 Worst Assets to Leave Your Kids or Grandkids
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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Estate Planning for Singles: 10 Things You Should Know
Here's how to navigate estate planning as a single person.
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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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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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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.
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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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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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10 Things You Should Know About Life Insurance
From choosing the right policy to understanding qualification criteria, here are 10 key things you need to know about life insurance.
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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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7 Estate Planning Best Practices
These tips can help you avoid common trouble spots and create a more effective plan.
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5 Key Components of an Estate Plan — and 7 Others to Consider
Whatever your circumstances, you can take these steps to build an estate plan that benefits both you and your loved ones.
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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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Retirees, Your Finances Need an Annual Checkup
Financial Planning An annual review should include going over your budget, taking a look at your investment portfolio and making sure you have the right beneficiaries listed on life insurance.
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The 4% Rule for Retirement Gets a Closer Look
The go-to rule for retirement spending was created 30 years ago. Things have changed since then.
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What Is a Good Inheritance? Six of the Best Assets to Pass Down
inheritance Your heirs will thank you for leaving any of these six assets as an inheritance.
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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 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.
