News, insights and expert analysis on retirement from the team at Kiplinger.
Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.
By Donna LeValley
Lincoln Center became a lab for the 2026 Heartbeat Summit. I met the experts proving art is medicine. Here is the new habit I’m taking home.
By Donna LeValley
Quiz Take this quick quiz to test your knowledge of the essential legal and financial vocabulary required to protect your assets and your family.
By Donna LeValley
See how your retirement savings stack up compared with this Wall Street guide, ranked by age and income.
By Donna Fuscaldo
To plan smartly for retirement, estimate your Social Security benefits years before you'll need the money. Here's how to do it.
By Kathryn Pomroy
From GRATs to Roth conversions, learn how to leverage market swings to protect your family’s future wealth.
By Donna Fuscaldo
The '120 Minus You Rule' updates an older retirement rule, with a twist. Here's a better way to construct your retirement portfolio.
By Jacob Schroeder
Building lasting wealth depends less on high returns and more on optimizing the structure of your portfolio to minimize taxes. That can cost you over time.
By Kelly Ann Winget
From the widow's penalty to higher health costs, women will encounter a host of money worries over the course of a lifetime. You need a robust financial plan.
By Tony Drake, CFP®, Investment Advisor Representative
