life insurance
Get trusted life insurance advice, news and features. Find life insurance tips and insights to further your knowledge on kiplinger.com.
Latest
-
What to Do with an Old Life Insurance Policy
insurance Is that life insurance policy you bought decades ago still serving a good purpose once you retire, or could you be doing something better with it?
By Michael Aloi, CFP® Published
insurance -
How to Tell If Your Life Insurance Is on Track
insurance If it's been a few years since you signed on the bottom line, dust off that policy and see if it still makes sense for you by answering these four questions.
By Rich Ramassini, CFP® Published
insurance -
When 'Rules of Thumb' for Life Insurance Aren't Appropriate
insurance If you are one of these three types of people, going by the usual insurance "rules" could cause you to buy too much coverage, not enough coverage or the wrong type of policy.
By Deborah L. Meyer, CPA/PFS, CFP® Published
insurance -
One Way to Create Income for Life and a Guaranteed Inheritance for Your Kids
Making Your Money Last Here's how I helped my client take the RMDs he didn't need and turn them into peace of mind for his children's future.
By Michael Aloi, CFP® Published
Making Your Money Last -
New Baby on the Way? The 8 Financial Steps You Should Take to Prepare
investing Congratulations! Now get busy. From health insurance to car seats, here's what expectant parents should do to get ready for their new arrival.
By Matthew Helfrich, CFP Published
investing -
6 Options to Fund Long-Term Care in Retirement
Long-Term Care Insurance It's not fun to think about, but if you boil down your choices a bit, making a plan for what could easily cost several thousand per month becomes less daunting.
By Carlos Dias Jr., Wealth Adviser Published
Long-Term Care Insurance -
Gifting a Life Insurance Policy to a Charity
taxes One often-overlooked way to magnify your magnanimous charitable donation is to consider gifting an unneeded life insurance policy. Your gift can also come with some tax benefits.
By Michael Aloi, CFP® Published
taxes -
How Losing a Spouse Could Boost a Survivor's Taxes
Financial Planning Switching to a single filing status and a few other changes that occur after losing a spouse could mean a dramatically higher tax bite. But there are ways to ease that burden.
By Eric Peterson, Registered Financial Consultant Published
Financial Planning -
Retirees, Schedule an Insurance Audit
retirement Pull out your policies and sharpen your pencil: It's time to plug the leaks and find stronger, cheaper insurance coverage.
By Eleanor Laise Published
retirement