News, insights and expert analysis on retirement from the team at Kiplinger.
If you're already serving mass-affluent clients, moving into the high-net worth arena may seem like the natural progression. But it's not always that simple.
By Ben Sullivan, CFA®, CFP®
From navigating the 'Landslide' of change to embracing her own mystical path, the rock legend offers a masterclass in living life on your own terms.
By Donna Fuscaldo
Here's a look at the smart, luxury modifications that prioritize your recovery, relaxation and effortless entertaining.
By Donna LeValley
Retirement can be expensive, especially when you do it alone. But there are ways to maximize your retirement savings even when facing your second act without a partner.
By Kathryn Pomroy
Inflation, taxes and Social Security are the three top concerns for retirees, according to the 2025 Allianz Annual Retirement Study
By Kathryn Pomroy
Good communication between clients and their advisers starts with one simple question: Do you want hard truths and real analysis, or just a sounding board?
By Andrew Rosen, CFP®, CEP
Gen X, the first generation to rely on 401(k)s to build and grow a nest egg, is nearing retirement. There's a hefty shortfall between the "magic number" for retiring and Gen X savings.
By Adam Shell
Are you beating your peers on average net worth? Get tips from financial advisers on how to grow your wealth over time.
By Adam Shell
We asked a wealth planner if borrowing from a 401(k) will throw a retirement plan off course. The answer may surprise you.
By Donna Fuscaldo
