Financial Planning
States With Scary Death Taxes
States With Scary Death Taxes
Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estates taxes and inheritances taxes…
October 19, 2020
9 Tips for Better Time Management in Retirement
9 Tips for Better Time Management in Retirement
These important time management techniques will help destress your life as you get busier -- yes, busier -- in your golden years.
October 14, 2020
Retirees' Guide to Giving for the Greatest Impact
Retirees' Guide to Giving for the Greatest Impact
The need for charity is climbing, particularly to combat the rising poverty, hunger and homelessness from the pandemic’s economic fallout. Here's how …
October 7, 2020
How Snowbirds Can Be Taxed as a Florida Resident
How Snowbirds Can Be Taxed as a Florida Resident
If you live in a high-tax state during the summer but winter in Florida, you'll likely save big bucks if you can establish residency in Florida.
October 2, 2020
7 Things Medicare Doesn’t Cover
7 Things Medicare Doesn’t Cover
Medicare Part A and Part B leave some pretty significant gaps in your health-care coverage. Here's a closer look at what isn't covered by Medicare.
October 1, 2020
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Your Guide to Open Enrollment
Your Guide to Open Enrollment
Your options may look a little different this fall. Meanwhile, the cost of coverage continues to climb.
October 1, 2020
The Annuity With a Tax-Planning Twist
The Annuity With a Tax-Planning Twist
A qualified life annuity contract helps retirees with guaranteed payments to last their entire lives.
September 21, 2020
Now’s the Time for Estate Tax Planning
Now’s the Time for Estate Tax Planning
There's a wealth of opportunity with IRS interest rates at an all-time low and the federal estate and gift tax exemption at an historic high.
September 18, 2020
10 Things You'll Spend More on in Retirement
10 Things You'll Spend More on in Retirement
From reading materials to debt, the demands on your savings during your golden years might surprise you.
September 16, 2020
10 Things You'll Spend Less on in Retirement
10 Things You'll Spend Less on in Retirement
We spend a lot of time worrying about running out of cash in retirement. But you might be surprised to see some of the things you'll find yourself spe…
September 16, 2020
Uncle Sam’s Bite of Social Security
Uncle Sam’s Bite of Social Security
Retirement surprise: As much as 85% of Social Security benefits are subject to tax when provisional income exceeds $34,000 on a single return or $44,0…
September 10, 2020
A Kiplinger-Alliance for Lifetime Income Poll: Americans & Retirement Security
A Kiplinger-Alliance for Lifetime Income Poll: Americans & Retirement Security
The majority of respondents in our poll would welcome more guaranteed income.
September 8, 2020
Back in School Decades Later
Back in School Decades Later
Getting a degree or certificate in retirement or later in life can have its advantages.
September 2, 2020
How to Create Income for Life
How to Create Income for Life
Having a paycheck you can depend on in retirement is more important than ever.
August 26, 2020
Rethinking Retirement
Rethinking Retirement
When interest rates are this low, it might be time to revisit some of the old rules of thumbs about reducing the risk of outliving your money.
August 19, 2020
The Lowdown on Capital Gains Tax Rates for 2020 and Beyond
The Lowdown on Capital Gains Tax Rates for 2020 and Beyond
Rates for long-term capital gains are based on set income thresholds that are adjusted annually for inflation.
August 11, 2020
Drawing Down Retirement Savings in a Pandemic
Drawing Down Retirement Savings in a Pandemic
Tapping the right accounts at the right time matters. Knowing how much a retiree can spend each year without running out of savings in old age is even…
August 7, 2020
Turning 60 in 2020? Expect Lower Social Security Benefits
Turning 60 in 2020? Expect Lower Social Security Benefits
When you file for Social Security, the amount you receive may be lower.
July 30, 2020
Doug Glanville Offers Insight on Racial Divisions
Doug Glanville Offers Insight on Racial Divisions
Doug Glanville says baseball can provide a great example of teamwork, fairness and communication for the U.S.
July 30, 2020
Emergency Funds: How to Get Started
Emergency Funds: How to Get Started
There’s no one-size-fits-all formula for how much you’ll need.
July 30, 2020
14 Reasons You Might Go Broke in Retirement
14 Reasons You Might Go Broke in Retirement
Consider all the ways you may run out of money in retirement -- and the steps you can take to avoid that fate.
July 24, 2020
Protect Your Portfolio From Inflation
Protect Your Portfolio From Inflation
It’s not an immediate threat, but some warning signs say to set up some defenses now.
July 23, 2020
This Olympian Has a New Goal: Closing the Wealth Gap
This Olympian Has a New Goal: Closing the Wealth Gap
She encourages advisers to introduce students to financial planning.
July 21, 2020
Annuities: 10 Things You Must Know
Annuities: 10 Things You Must Know
Not all annuities are alike, and some may not be appropriate for you. How much do you know about these investment products?
July 17, 2020
HSAs Get Even Better
HSAs Get Even Better
A health savings account is a powerful, tax-advantaged tool to cover out-of-pocket medical expenses and a smart way to save for medical expenses in re…
July 3, 2020