Latest
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Retiring Without a Partner? How Singles Can Maximize Their Savings
Retirement can be expensive, especially when you do it alone, surveys show. But there are ways to maximize your retirement savings even when facing your second act without a partner.
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Should You Do A Roth IRA Conversion? Nine Things to Consider
The Tax Letter Thinking of converting a traditional IRA to a Roth IRA? The Kiplinger Tax Letter Editor highlights nine factors you should consider before making a move.
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Should You Add an Annuity to Your Retirement Portfolio?
In need of some guaranteed income? An annuity may be the answer if you check off any of these boxes.
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Beware This Key Choice if You Want to Leave Money to Descendants But Still Keep Control
If you want to leave money to your descendants - and want to ensure it's done right - the choice of trustee is key.
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Planning for Health Care Costs in Retirement: A Comprehensive Guide
Medical expenses aren't slowing down, and if you're not prepared, they can hit you like a ton of bricks.
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When Should You Hand Over the Keys — to Your Investments?
The secret to retirement planning? "The best time to hand over the keys is before you’ve realized you need to hand over the keys."
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Financial Steps After a Loved One's Alzheimer's Diagnosis
It's important to move fast on legal safeguards, estate planning and more while your loved one still has the capacity to make decisions.
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Two Don'ts and Four Dos During Trump's Trade War
The financial rules have changed now that tariffs have disrupted the markets and created economic uncertainty. What can you do? (And what shouldn't you do?)
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I'm Single, With No Kids: Why Do I Need an Estate Plan?
Unless you have a plan in place, guess who might be making all the decisions about your prized possessions, or even your health care: a court.
