Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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7 Ways to Plan Now to Save on Medicare IRMAA Surcharges Later
Understand the critical two-year lookback period and why aggressive planning before you enroll in Medicare is the most effective way to minimize IRMAA.
By Donna LeValley
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The 'Best of Both Worlds' Rule of Retirement Spending
It's the 4% rule on steroids. Here's what it is and why it may work for you.
By Donna Fuscaldo
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Don't Let the Court Decide: Test Your Knowledge on Avoiding Probate
Quiz Test your basic understanding of why having a estate plan is crucial to avoiding probate in our quick quiz.
By Donna LeValley
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Your Year-End Tax and Estate Planning Review Just Got Urgent
Changing tax rules and falling interest rates mean financial planning is more important than ever as 2025 ends. There's still time to make these five key moves.
By Alan Weissberger, Esquire
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7 Best Stocks to Gift Your Grandchildren
The best stocks to give your grandchildren have certain qualities in common. Here, we let you know what those are.
By Dan Burrows
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7 Dr. Seuss Quotes Retirees Should Live By
You're off to great places! Why Dr. Seuss is the retirement guru you didn't know you needed.
By Donna Fuscaldo
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A Balanced Portfolio Builds Confidence Despite Market Storms
Headlines may spark anxiety, but long-term goals matter more than short-term swings. Diversify your portfolio and stay disciplined to help manage volatility.
By Janie Kelly, RICP
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Past Performance Is Not Indicative of Your Adviser's Expertise
Many people find a financial adviser by searching online or asking for referrals from friends or family. This can actually end up costing you big-time.
By Jared Trexler
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I'm want to give my 3 grandkids $5K each for Christmas.
You're comfortably retired and want to give your grandkids a big Christmas check, but their parents are worried they might spend it all. We ask the pros for help.
By Maurie Backman
