Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Don't Let the Court Decide: Test Your Knowledge on Avoiding Probate
Quiz Test your basic understanding of why having an 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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If You're Not Doing Roth Conversions, You Need to Read This
Roth conversions and other Roth strategies can be complex, but don't dismiss these tax planning tools outright. They could really work for you and your heirs.
By Matthew Blecker, CFP®, CFA®
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Could Traditional Retirement Expectations Be Killing Us?
A retirement psychologist makes the case: A fulfilling retirement begins with a blueprint for living, rather than simply the accumulation of a large nest egg.
By Richard P. Himmer, PhD
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This Is How You Can Adapt to Social Security Uncertainty
Rather than letting the unknowns make you anxious, focus on building a flexible income strategy that can adapt to possible future Social Security changes.
By Will South, NSSA®, CFP®




