News, insights and expert analysis on retirement from the team at Kiplinger.
Your 60s can be the most valuable decade in your life, but far too many people miss valuable tax planning opportunities that can lower their lifetime tax bills.
By Jeremy Keil, CFP®, CFA®, CKA®
For couples starting a new chapter together, financial transparency and candid conversations help prevent conflict, protect assets and avoid costly surprises.
By Steph L. Wagner
Financial advisers have a powerful opportunity to earn deeper trust and create longer relationships by embracing women's unique financial realities.
By Jammie Serrano
As inflation persists, the 2027 Social Security COLA forecast has gone down from June's estimate of 3.8% to 3.6%.
By Donna LeValley
Medicare Advantage plans scored lower in overall satisfaction among members in 2025. Eroding trust and policy confusion drove the drop in customer satisfaction.
By Donna LeValley
Tax Breaks Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.
By Chrissy Paradis
One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.
By Rachael Green
An even split in your will could cause resentment among adult kids if caregiving hasn't been shared equally. How you can stop that from turning into a dispute.
By Pam Krueger
If your interest rate is around 3%, keeping your loan could give you greater financial flexibility, tax perks, and peace of mind.
By Maurie Backman
