Donna LeValley
Donna joined Kiplinger as a personal finance writer in 2023. She spent more than a decade as the contributing editor of J.K.Lasser's Your Income Tax Guide and edited state specific legal treatises at ALM Media. She has shared her expertise as a guest on Bloomberg, CNN, Fox, NPR, CNBC and many other media outlets around the nation. She is a graduate of Brooklyn Law School and the University at Buffalo.
Latest articles by Donna LeValley
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Average Retirement Income by Age and StateWhether you are already retired or just beginning to save, these age and state income averages offer a critical reality check to retirement savings and spending plans.
By Donna LeValley
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5 Year-End Moves to Maximize Your 2025 Retirement SavingsSponsored by Savant Wealth Management
Retirement planning is about consistency, commitment and making the most of every dollar. Here are five high-impact moves to ensure long-term growth.
By Donna LeValley
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Are You Ready for 65? The Medicare Initial Enrollment Period QuizQuiz Turning 65 soon? Test your basic knowledge of Medicare's Initial Enrollment Period (IEP) rules in our quick quiz.
By Donna LeValley
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Financial Topics You Can Safely Discuss at ThanksgivingForget politics! Holidays offer families a valuable opportunity to talk about their shared financial interests.
By Donna LeValley
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Quiz: Test Your IRA Contribution IQ
Quiz Test your basic knowledge of traditional and Roth contribution rules in our quick quiz.
By Donna LeValley
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12 FAQs About MedicareMedicare When you turn 65, you have to master a new health care system. We’re here to help.
By Kimberly Lankford
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9 Things You Need for a Complete RetirementSponsored by Physicians Mutual
A successful retirement is built on a solid foundation of careful planning and self-awareness. Here are nine areas you should plan for if you want to retire with confidence.
By Donna LeValley
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6 Changes to IRAs, 401(k)s and HSAs in 2026Changes to IRAs — Roth and traditional — and 401(k)s may mean more money for you in retirement.
By Donna LeValley
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5 Year-End Deadlines for Retirees in 2025Here are five key end-of-year 2025 deadlines that retirees and those saving to retire won't want to miss.
By Donna LeValley
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Quiz: Understanding Roth Conversions
Quiz Test your basic knowledge of Roth conversions in our quick quiz.
By Donna LeValley
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Medicare Premiums 2025: IRMAA Brackets and Surcharges for Parts B and DMedicare participants with an income above the threshold must pay a surcharge for Medicare Part B and Part D based on their income.
By Donna LeValley
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Social Security Payment Schedule for 2025Find out when you can expect your 2025 Social Security payments and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley
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Cash In on Your Medicare Advantage Flex Card Perks Before They DisappearWith the 2025 rapidly coming to a close, here's how Flex Cards work and a guide on the best items to stock up on before December 31.
By Donna LeValley
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HSAs and Medicare: The Eligibility QuizQuiz Test your basic knowledge of HSA accounts and Medicare in our quick quiz.
By Donna LeValley
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Two Ways To Stop and Restart Social Security: Ditch the RegretGet a Social Security do-over. Learn how to stop and restart Social Security.
By Jacob Wolinsky
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Are You Entitled? A Social Security Spousal Benefits Quiz
Quiz Test your knowledge of Social Security spousal benefits in our quick quiz.
By Donna LeValley
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15 Ways to Prepare Your Home for Winterhome There are many ways to prepare your home for winter, which will help keep you safe and warm and save on housing and utility costs.
By Donna LeValley
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2026 Social Security COLA is 2.8%: What You Need to KnowThe SSA has announced the 2026 Cost-of-Living Adjustment (COLA), the new maximum taxable wage cap, and the earnings requirements for Social Security credits.
By Donna LeValley
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CMS Brings Back Furloughed Staff for Open Enrollment LifelineThe government has recalled approximately 3,000 workers to assist with Medicare and ACA Marketplace Open Enrollment.
By Donna LeValley
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Ready to File? Test Your Social Security Application IQ
Quiz Test your basic knowledge of filing for Social Security benefits in our 10 question quick quiz.
By Donna LeValley
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Do You Know Your ABCDs? The Essential Medicare Parts Quiz
Quiz Test your basic knowledge of different parts of Medicare in our quick quiz.
By Donna LeValley
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Don't Miss Out! A Quiz on Medicare Enrollment Deadlines
Quiz Test your basic knowledge of Medicare enrollment periods in our quick quiz.
By Donna LeValley
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2026 Social Security COLA Announcement Is Back on Track Despite Government ShutdownBLS announces that the September CPI, a key inflation measure needed to determine the Social Security COLA, will be released on September 24 despite the ongoing government shutdown.
By Donna LeValley
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Medicare Open Enrollment Is Starting SoonMedicare During the annual enrollment period each fall, you can select a new Medicare Advantage or Part D plan or switch back to original Medicare.
By Donna LeValley
Medicare
