retirement
Has Bad Economic News in 2022 Hurt Your Retirement Plans?
Has Bad Economic News in 2022 Hurt Your Retirement Plans?
How the right plan now can get you back on track and reduce the risk going forward.
July 6, 2022
With High Inflation and an Uncertain Stock Market, Do I Have Enough to Retire?
With High Inflation and an Uncertain Stock Market, Do I Have Enough to Retire?
If you’re at all concerned then it’s time to do some analysis, either with a financial professional or even just on your own. Answering a few question…
July 6, 2022
Should I Hire an Estate Planning Attorney Now That I Am a Widow?
Should I Hire an Estate Planning Attorney Now That I Am a Widow?
Many estates are simple enough where no help is needed, but there are several situations where anyone would be much better off getting some profession…
July 5, 2022
How to Go to Cash
How to Go to Cash
What exactly does it mean to 'go to cash,' and what should you do once you have?
July 5, 2022
Age Magnificently with the Help of a Geriatric Care Manager
Age Magnificently with the Help of a Geriatric Care Manager
Geriatric care managers help families map the coming changes and explore the options before they are even needed.
July 5, 2022
Subscribe to Kiplinger's Personal Finance
Be a smarter, better informed investor.
Don’t Be Tricked Into Voluntarily Paying Higher Taxes on Your IRA
Don’t Be Tricked Into Voluntarily Paying Higher Taxes on Your IRA
Traditional IRAs are set up in a way that basically incentivizes you (and your heirs) into paying the highest tax bill possible. Don’t fall for it. Co…
July 4, 2022
How to Use Your Estate Plan to Save on Taxes While You’re Still Alive!
How to Use Your Estate Plan to Save on Taxes While You’re Still Alive!
Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly apprecia…
July 3, 2022
The Best Way for Kids to Save Isn’t in a Boring Bank Account
The Best Way for Kids to Save Isn’t in a Boring Bank Account
What’s better? A Roth IRA! Here’s why.
July 1, 2022
How 13 Types of Retirement Income Get Taxed
How 13 Types of Retirement Income Get Taxed
When you're planning for retirement, it's fun to contemplate all the travel and rounds of golf ahead of you, but don't forget about taxes.
June 30, 2022
11 Education Tax Credits and Deductions for 2022
11 Education Tax Credits and Deductions for 2022
Whether you're saving for college, currently paying tuition, or dealing with student loan debt, there's probably an education tax break that can help …
June 30, 2022
Updating Your Estate Plan? Don’t Make These Top Mistakes
Updating Your Estate Plan? Don’t Make These Top Mistakes
You’re making the effort to stay on top of your estate plan. That’s great! Now don’t mess it up. Here is how to avoid five of the biggest blunders peo…
June 30, 2022
Shingles Vaccines Work. But Medicare Won’t Always Cover Them.
Shingles Vaccines Work. But Medicare Won’t Always Cover Them.
Traditional Medicare Part B does not cover some recommended vaccines, including shingles shots; prescription drug plans include commercially available…
June 29, 2022
In What Order Should You Tap Your Retirement Funds?
In What Order Should You Tap Your Retirement Funds?
Should you go with your IRA first or your brokerage account? Pulling money haphazardly can have negative implications. Instead follow this road map fo…
June 28, 2022
An Easy Way to Find How Much You Will Spend in Retirement
An Easy Way to Find How Much You Will Spend in Retirement
One simple math equation can help you determine where to start building your retirement income plan, and whether your money should last.
June 27, 2022
Retirement Comfort: How to Avoid Running Out of Money
Retirement Comfort: How to Avoid Running Out of Money
When it comes to retirement planning, one thing all of us worry about is whether we will have enough money to last. Financial professionals can help y…
June 25, 2022
33 States with No Estate Taxes or Inheritance Taxes
33 States with No Estate Taxes or Inheritance Taxes
Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.
June 23, 2022
10 Most Tax-Friendly States for Retirees
10 Most Tax-Friendly States for Retirees
Moving to a low-tax state in retirement can help make your retirement savings last longer.
June 23, 2022
Taxes in Retirement: How All 50 States Tax Retirees
Taxes in Retirement: How All 50 States Tax Retirees
We rated every state, plus the District of Columbia, on how retirees are taxed. Some of the results might surprise you.
June 23, 2022
Best Banks for Retirees
Best Banks for Retirees
With these institutions, retirees avoid pesky fees on checks and paper statements and have access to an array of additional wealth and investment serv…
June 23, 2022
I’m Retired. Should I Pay Off My Mortgage?
I’m Retired. Should I Pay Off My Mortgage?
It’s a simple question. The right answer for you could depend on this: Where would you pull the money from to do it?
June 20, 2022
7 Standout Places to Retire
7 Standout Places to Retire
We picked cities across the U.S. that are affordable and offer the amenities retirees value most. Plus, one of them is bound to be close to family.
June 17, 2022
Marriage: When You’d Rather Not
Marriage: When You’d Rather Not
Same-sex couples planning for a long-term commitment need to have the right estate planning documents in place, whether they are married or not.
June 16, 2022
Without (Increasing) Income, There Is No Retirement
Without (Increasing) Income, There Is No Retirement
Your retirement security boils down to how much sustainable cash flow your retirement assets can safely and reliably produce.
June 16, 2022
The Murky Rules Behind Financial Apps
The Murky Rules Behind Financial Apps
"Neobanks" and other fintechs operate in a regulatory gray area, with less oversight. That can sometimes leave customers in limbo when there's a probl…
June 13, 2022
6 ‘Retirement Killers’ to Avoid at All Costs
6 ‘Retirement Killers’ to Avoid at All Costs
It's unfortunate, but people make the same money mistakes all the time. Here are six surefire mistakes that can kill your retirement – and remedies th…
June 13, 2022
How Can I Estimate the Income I'll Need in Retirement?
How Can I Estimate the Income I'll Need in Retirement?
It's an important question, and the answer starts with a simple rule of thumb. With a little personalization, this income replacement metric can be a …
June 13, 2022