<![CDATA[ Latest from Kiplinger in Retirement ]]> https://www.kiplinger.com/retirement Sat, 18 Apr 2026 13:17:00 +0000 en <![CDATA[ The New Retirement Math: How an Active Lifestyle Can Lower Your 2026 Taxes ]]> https://www.kiplinger.com/taxes/the-new-retirement-math-active-lifestyle-and-lower-taxes QTPxz9B2srpQqJqB52zySd Sat, 18 Apr 2026 13:17:00 +0000 <![CDATA[ Small Ships, Big Luxury: 5 Boutique Yacht Cruises Retirees Should Book in 2026 ]]> https://www.kiplinger.com/retirement/happy-retirement/boutique-yacht-cruises-retirees-should-book aYo2YM6sqh4WNoG7QwqaGT Sat, 18 Apr 2026 10:15:00 +0000 <![CDATA[ Are Your Retirement Savings on Track at Ages 55 to 60? Take Our Quiz ]]> https://www.kiplinger.com/puzzles/quizzes/is-your-retirement-savings-on-track-at-age-55-to-60-take-our-quiz 7dqfJ8Zfc6TirRLM4xQ5Ym Fri, 17 Apr 2026 17:20:45 +0000 Fri, 17 Apr 2026 17:42:38 +0000 <![CDATA[ 3 Questions to Ask Before Deciding if a Roth Conversion Is Right for You ]]> https://www.kiplinger.com/retirement/retirement-planning/questions-to-ask-before-deciding-on-a-roth-conversion NkyUGZG9wt9Td8Pa7N99JX Fri, 17 Apr 2026 10:15:00 +0000 <![CDATA[ How Football and Annuities Can Defend Against Risk in Retirement ]]> https://www.kiplinger.com/retirement/annuities/how-football-and-annuities-can-defend-against-risk-in-retirement fPzYs4oPqK8JTfQT49xTsR Fri, 17 Apr 2026 09:40:00 +0000 <![CDATA[ 4 Retirement Risks Business Owners Often Overlook ]]> https://www.kiplinger.com/retirement/retirement-planning/retirement-risks-business-owners-often-overlook KsfRx4DvfbYuh3Nvks4Jm7 Fri, 17 Apr 2026 09:30:00 +0000 <![CDATA[ How Alaska Became the Only State With No Medicare Advantage ]]> https://www.kiplinger.com/retirement/medicare/how-alaska-became-the-only-state-with-no-medicare-advantage i2hruynJKNKSvW8ZXHBgeg Thu, 16 Apr 2026 10:15:00 +0000 Thu, 16 Apr 2026 15:37:49 +0000 <![CDATA[ Old Annuities Contain Untapped Potential for Clients and Advisers: Here's Why ]]> https://www.kiplinger.com/retirement/annuities/old-annuities-contain-untapped-potential-for-clients-and-advisers GjLc88Rpa2MvxhBdHgZnHA Thu, 16 Apr 2026 09:40:00 +0000 <![CDATA[ We're 68 With $6.8 million. I Give Our 'Kids' $1K a Month, Though They Earn a Good Living. My Husband Wants Me to Stop. ]]> https://www.kiplinger.com/retirement/retirement-planning/were-68-with-usd6-8-million-i-give-our-kids-usd1k-a-month-though-they-earn-a-good-living-my-husband-wants-me-to-stop UBkZnWaHhLHoVD8RdNu9KE Wed, 15 Apr 2026 10:05:00 +0000 <![CDATA[ Financial Success Is No Longer Only About Returns: Protection Is the New Performance Measure ]]> https://www.kiplinger.com/retirement/estate-planning/financial-success-is-no-longer-only-about-returns pqXCpYdLEuwpTsS5FSDi6k Wed, 15 Apr 2026 09:35:00 +0000 <![CDATA[ What's the Best Age to Take Social Security? 3 Questions Advisers Should Ask ]]> https://www.kiplinger.com/retirement/social-security/best-age-to-take-social-security-questions-advisers-should-ask f6vUWipzkhpNxo5FbDCUdR Wed, 15 Apr 2026 09:30:00 +0000 <![CDATA[ Estate Planning Quiz: Are You Making These 10 Common Errors? ]]> https://www.kiplinger.com/puzzles/quizzes/estate-planning-quiz-are-you-making-these-10-common-errors a2PLnC5hzXsA8xx9u6GiAc Tue, 14 Apr 2026 18:20:35 +0000 <![CDATA[ I Spend More Time With My Phone Than My Family. Will Retirement Fix That? ]]> https://www.kiplinger.com/retirement/happy-retirement/i-spend-more-time-with-my-phone-than-my-family-will-retirement-fix-that preei4EHeAoN2mTmBE2BUG Tue, 14 Apr 2026 10:05:00 +0000 Tue, 14 Apr 2026 17:03:20 +0000 <![CDATA[ The Middle Wealthy Are the Goldilocks of Retirement, But Where Do You Find the Financial Advice That's 'Just Right'? ]]> https://www.kiplinger.com/retirement/retirement-planning/middle-wealthy-retirees-how-to-find-financial-advice-that-works aqVcm2Q3QZZ4m7XzBJGGVo Tue, 14 Apr 2026 09:40:00 +0000 <![CDATA[ 6 Scary Retirement Risks (and How to Vanquish Them) ]]> https://www.kiplinger.com/retirement/retirement-planning/scary-retirement-risks-and-how-to-vanquish-them DrUHCGvX6WLfDogU8RY6GA Mon, 13 Apr 2026 09:35:00 +0000 <![CDATA[ Stop Sweating the Small Stuff When You Spend Your Retirement Money ]]> https://www.kiplinger.com/retirement/happy-retirement/stop-sweating-the-small-stuff-when-you-spend-your-retirement-money eTRjDRfddSQ49pYSB3KzAD Sun, 12 Apr 2026 12:15:00 +0000 <![CDATA[ We're 75 With $3.2 Million. Our Grandchild Needs Help Paying for College, but It's Not Our Fault She Picked a School That's $90k a Year! ]]> https://www.kiplinger.com/retirement/retirement-planning/were-75-with-usd3-2-million-our-grandchild-needs-help-paying-for-college-but-its-not-our-fault-she-picked-a-school-thats-usd90k-a-year W8jB7xzELkBdGPXafFND2G Sun, 12 Apr 2026 10:05:00 +0000 <![CDATA[ I'm a Financial Adviser: This Could be the Single Biggest Threat to an Otherwise Solid Retirement Plan ]]> https://www.kiplinger.com/retirement/long-term-care/a-big-threat-to-an-otherwise-solid-retirement-plan WknQNLAuLbfp9wNkfyDfGN Sun, 12 Apr 2026 09:40:00 +0000 <![CDATA[ The New 65? Why the Healthiest Retirees Are Throwing Out the Old Playbook ]]> https://www.kiplinger.com/retirement/new-65-why-the-healthiest-retirees-are-planning-for-30-more-years WYzvmA7ejUD4nhjDn5gsyi Sat, 11 Apr 2026 10:15:00 +0000 Mon, 13 Apr 2026 21:54:13 +0000 <![CDATA[ Forget 'Trust Reveal' Parties: This Is How to Successfully Transfer Wealth ]]> https://www.kiplinger.com/retirement/estate-planning/forget-trust-reveals-how-to-successfully-transfer-wealth FWc2jzFajqNsEkqd5U2DgZ Sat, 11 Apr 2026 09:35:00 +0000 <![CDATA[ Concentrated Company Stock in Your ESOP? Waiting to Diversify Could Tank Your Retirement ]]> https://www.kiplinger.com/retirement/retirement-planning/concentrated-company-stock-in-your-esop-how-to-diversify kjMhaxCuFiqhrKoLD6uq2i Fri, 10 Apr 2026 09:30:00 +0000 <![CDATA[ Retirement Mistakes My Boomer Parents Made That I'll Avoid ]]> https://www.kiplinger.com/retirement/retirement-planning/retirement-mistakes-my-boomer-parents-made-that-ill-avoid g8nr7KbWHhXfv3vSswGWaM Thu, 09 Apr 2026 10:05:00 +0000 Thu, 09 Apr 2026 18:18:18 +0000 <![CDATA[ Energy Investing Is a Long Haul: How You Can Prepare the Road Ahead for Your Heirs ]]> https://www.kiplinger.com/retirement/estate-planning/energy-investing-how-to-prepare-your-heirs LNEK2tzS57LpWrDmRzxTzR Thu, 09 Apr 2026 09:30:00 +0000 <![CDATA[ Quiz: Could You Age in Place Today? Test Your Readiness ]]> https://www.kiplinger.com/puzzles/quizzes/quiz-could-you-age-in-place-today-test-your-readiness vcXXfNna9HJzp9ogm59VxP Wed, 08 Apr 2026 16:36:00 +0000 <![CDATA[ We're 59 and Retired With $5.3 Million. We Want to Spend $250,000 a Year Until Medicare and Social Security Start. Are We Nuts? ]]> https://www.kiplinger.com/retirement/retirement-planning/were-59-and-retired-with-usd5-3-million-we-want-to-spend-usd250-000-a-year-until-medicare-and-social-security-start cH4qTbTUo8tmB9hcCHLo5 Wed, 08 Apr 2026 10:05:00 +0000 Wed, 08 Apr 2026 21:58:10 +0000 <![CDATA[ This One's for You (and Barry Manilow Fans) if You're Asking, 'Am I Really on the Right Financial Track?' ]]> https://www.kiplinger.com/retirement/retirement-planning/this-ones-for-you-if-youre-asking-am-i-really-on-the-right-financial-track rZo8iSns8drgniFc4CPAJ8 Wed, 08 Apr 2026 09:40:00 +0000 <![CDATA[ I'm a Financial Adviser: This Is How to Ensure Your Kids Never Hear, 'We Might Lose the House' ]]> https://www.kiplinger.com/retirement/retirement-planning/how-to-ensure-your-kids-never-hear-we-might-lose-the-house TrCearaR4SSGZXXvsamjKK Wed, 08 Apr 2026 09:35:00 +0000 <![CDATA[ Oregon Could Be the Retirement Haven You Don't Know About: 13 Facts to Consider, From a Financial Planner Who Lives There ]]> https://www.kiplinger.com/retirement/retirement-planning/oregon-as-a-retirement-haven-facts-from-financial-planner-who-lives-there GtXLbG89URcTGRDEMf5Gy3 Wed, 08 Apr 2026 09:30:00 +0000 <![CDATA[ We thought our retirement budget was set, but these 6 'spring surprises' are costing us a fortune ]]> https://www.kiplinger.com/retirement/retirement-planning/spring-surprises-are-costing-us-a-fortune aKmDqGE2RkzhjTusMAMg6L Tue, 07 Apr 2026 10:15:00 +0000 Tue, 07 Apr 2026 14:26:20 +0000 <![CDATA[ Does Your Retirement Plan Ignore Half of Your Net Worth? Here's How You Can Tap Your Housing Wealth for a More Robust Retirement ]]> https://www.kiplinger.com/retirement/retirement-planning/how-to-tap-housing-wealth-for-a-more-robust-retirement wTYB7uxEjrAwNyqHAit68k Tue, 07 Apr 2026 09:40:00 +0000 <![CDATA[ 7 Assets to Leave Out of Your Roth IRA, From a Financial Planner ]]> https://www.kiplinger.com/retirement/roth-iras/assets-to-leave-out-of-your-roth-ira FE7XB9NTWVsuGE8HWdxM84 Mon, 06 Apr 2026 09:40:00 +0000 <![CDATA[ Is Your Financial Adviser's Fee Model as Outdated as a Flip Phone? ]]> https://www.kiplinger.com/retirement/retirement-planning/why-your-financial-advisers-fee-model-may-be-outdated GEdxDrxSxeHboBEWcEWrTJ Mon, 06 Apr 2026 09:30:00 +0000 <![CDATA[ We're 60 with $550K saved and will inherit $3 million. Can we retire now, even if we can't afford it? ]]> https://www.kiplinger.com/retirement/we-will-inherit-usd3-million-can-we-retire-now cN5s6cGnLeUNYueZ5rBQBD Sun, 05 Apr 2026 10:05:00 +0000 Sun, 05 Apr 2026 12:21:13 +0000 <![CDATA[ How to Tackle the Nowhere-to-Be Thing in Retirement and Make a Winning Play With Your Time ]]> https://www.kiplinger.com/retirement/happy-retirement/how-to-make-good-use-of-your-free-time-in-retirement 7YzJzDKjbYZ9jocpCnCwk3 Sun, 05 Apr 2026 09:40:00 +0000 <![CDATA[ 3 Questions That Reveal if You’re Actually Ready to Age in Place ]]> https://www.kiplinger.com/retirement/3-questions-that-reveal-if-youre-actually-ready-to-age-in-place 9FypqUCUeYZ5T4vJpGKSXU Sat, 04 Apr 2026 10:05:00 +0000 <![CDATA[ Claiming Social Security Soon? 5 Smart Moves to Make Before You File ]]> https://www.kiplinger.com/retirement/social-security/claiming-social-security-soon-smart-moves-before-filing 7QcqBwxbEW5YZv97xTyCYg Sat, 04 Apr 2026 09:35:00 +0000 <![CDATA[ Quiz: Is Your Retirement Savings on Track at Age 50 to 55? ]]> https://www.kiplinger.com/puzzles/quizzes/quiz-is-your-retirement-savings-on-track-at-age-50-to-55 NUcs82VbmpVfcH5ZXPKTTQ Fri, 03 Apr 2026 20:00:21 +0000 <![CDATA[ We just retired at 67 with $4.1 million. My husband insists on keeping half our portfolio in stocks. I say it's not worth the risk. Who's right? ]]> https://www.kiplinger.com/retirement/should-we-invest-50-percent-of-our-retirement-portfolio-in-stocks rHyPHz4GGrwQLWkMRKyu3e Fri, 03 Apr 2026 10:05:00 +0000 Mon, 06 Apr 2026 20:48:54 +0000 <![CDATA[ Are You Ready to Go Upmarket? What Advisers Need to Know ]]> https://www.kiplinger.com/business/small-business/going-upmarket-what-financial-advisers-need-to-know h3cio2bRuyqWUkdVtEJ5YL Fri, 03 Apr 2026 09:35:00 +0000 <![CDATA[ 6 Stevie Nicks Quotes Retirees Should Live By ]]> https://www.kiplinger.com/retirement/stevie-nicks-quotes-retirees-should-live-by mEZy2kVERERbznzXRcZoid Thu, 02 Apr 2026 20:09:28 +0000 Wed, 08 Apr 2026 13:59:57 +0000 <![CDATA[ 9 Upgrades That Transform Your Family Home Into a Retirement Oasis ]]> https://www.kiplinger.com/retirement/happy-retirement/luxury-home-renovations-to-make-before-retirement vZiZdfAgHCWjowtEzm3PuH Thu, 02 Apr 2026 10:15:00 +0000 Mon, 13 Apr 2026 19:30:20 +0000 <![CDATA[ Are You Looking for Financial Advice or Just Validation? ]]> https://www.kiplinger.com/retirement/retirement-planning/are-you-looking-for-financial-advice-or-just-validation iq67zkDsA9itWFcHwTdZyX Thu, 02 Apr 2026 09:45:00 +0000 <![CDATA[ The Average Gen X 401(k) Balance Kind of Bites ]]> https://www.kiplinger.com/retirement/retirement-planning/the-average-gen-x-401-k-balance UU2zXt6zmXa8Ud66UhoMZj Wed, 01 Apr 2026 14:50:50 +0000 Wed, 01 Apr 2026 20:02:02 +0000 <![CDATA[ I Am 55 With a $1.5 Million 401(k). Should I Take a 401(k) Loan to Pay for a Home Improvement Project? ]]> https://www.kiplinger.com/retirement/retirement-planning/i-am-55-with-a-usd1-5-million-401-k-should-i-take-a-401-k-loan-to-pay-for-a-home-improvement-project vpvcVKxYkqtbprDun6WiEM Wed, 01 Apr 2026 10:05:00 +0000 Fri, 03 Apr 2026 16:21:54 +0000 <![CDATA[ Don't Let Low Tax Rates Lull You Into the Torpedo Zone: If You Have $1M to $3M in Tax-Deferred Savings, You Could Be Looking at Brutal Tax Bills in the Future ]]> https://www.kiplinger.com/taxes/tax-planning/dont-let-low-tax-rates-lull-you-into-the-tax-torpedo-zone 9WExHQFx9nFjVdztKJ6o2o Wed, 01 Apr 2026 09:40:00 +0000 <![CDATA[ Income and Life Expectancy Not Adding Up? An Annuity Could Solve the Equation ]]> https://www.kiplinger.com/retirement/annuities/how-annuities-can-help-with-longevity-risk TsoHvbd2Cwe6gcGV3FGiLK Wed, 01 Apr 2026 09:30:00 +0000 <![CDATA[ The IRMAA Income Trap Quiz: What Really Counts? ]]> https://www.kiplinger.com/puzzles/quizzes/the-irmaa-income-trap-quiz-what-really-counts iSmAFctPnekPQpGUjxH9YD Tue, 31 Mar 2026 20:00:00 +0000 <![CDATA[ Why Turning 60 is a Good Time to Start a New Career (It’s Not Just About the Money) ]]> https://www.kiplinger.com/retirement/happy-retirement/why-turning-60-is-a-good-time-to-start-a-new-career ZhrgSxc4JDmRHLsKTS2dPU Tue, 31 Mar 2026 14:00:00 +0000 <![CDATA[ We Are 63 With $5.7 Million. My Wife Wants to Buy Long-Term Care Insurance, but I Want to Self-Insure. Who Is Right? ]]> https://www.kiplinger.com/retirement/retirement-planning/we-are-63-with-usd5-7-million-my-wife-wants-to-buy-long-term-care-insurance-but-i-want-to-self-insure HeV28gVEyfJ6mnGpkEyDzg Tue, 31 Mar 2026 10:05:00 +0000 Fri, 03 Apr 2026 16:19:02 +0000 <![CDATA[ When Life Gives You Lemons, Don't Rush to Make Lemonade — or Financial Decisions ]]> https://www.kiplinger.com/retirement/retirement-planning/when-life-happens-dont-rush-to-make-financial-decisions 9nQWtN6Ekup73K7hfyjxoX Tue, 31 Mar 2026 09:40:00 +0000