Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Retirement Game Plan: Financial Lessons From Top CoachesA secure retirement relies on disciplined preparation, mastering fundamentals and coordinating long-term financial decisions rather than chasing single wins.
By Jeffrey V. Covert, CFP®, CPA
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4 Ways to Lower Retirement Healthcare CostsHealthcare and long-term care costs have surged in the past decade. Have you set aside enough to prepare for this rising expense? Consider these four issues.
By Chris Dixon, RFC®
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I Kept Putting Off Estate Planning — Here’s How I Finally Got My Affairs in OrderSemi-retiring gave me time to organize my estate plan. Here is my simple 3-step checklist
By Sandra Block
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What the Top 10% of Retirees Do DifferentlyFinancial confidence in retirement depends far more on lifelong planning, discipline and risk management than simply having a massive account balance.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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Why 'Soft Retirement' Changes Your 2026 Roth Conversion StrategyRetirement Tax Phasing out full-time work creates a unique transition window for Roth conversions. But watch out for these tax traps.
By Kate Schubel
Retirement Tax -
How to Protect Your Portfolio 5 Years Before RetirementWithout a shift in your investment strategy, all it takes is one bad year in the markets to derail your retirement plan.
By Cathy DeWitt Dunn, CDFA®, FRC®
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This Retirement Factor Predicts Longevity Better Than MoneyYour retirement plan may be financially watertight, but if you don't have a reason to get out of bed every morning, all that effort could go to waste.
By Richard P. Himmer, PhD
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Term Life Insurance Expiring? 3 Paths to ConsiderAn expiring term life insurance policy is a great wake-up call to update your coverage and estate plan so they align with your current season of life.
By Gina Cimineri, ChFC®, CLU®, CLTC®, RICP®, CDFA®
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The Hardest Habit for Millionaires to Break in RetirementAfter decades of saving, many affluent retirees find spending harder than accumulating wealth. Here is why money habits are so hard to break — and how to finally enjoy your savings.
By David Conti, CPRC
