Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Why You Might Want to Keep Your Mortgage in RetirementIf your interest rate is around 3%, keeping your loan could give you greater financial flexibility, tax perks, and peace of mind.
By Maurie Backman
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The Average Social Security Check in Every StateDo you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.
By Donna LeValley
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How Women Should Plan for Retirement DifferentlyWomen's retirement planning should account for longer life expectancies, costlier long-term care, and different investment and estate planning requirements.
By Evan T. Beach, CFP®, AWMA®
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11 Costly Medicare Mistakes You Should Avoid MakingIf you don't make the right choices, you could end up with higher Medicare premiums and high out-of-pocket costs.
By Donna LeValley
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The Average Gen X 401(k) Balance Kind of BitesGen X, the first generation to rely on 401(k)s to build and grow a nest egg, is nearing retirement. 2026 data shows a hefty shortfall between the "magic number" for retirement and Gen X savings.
By Adam Shell
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How to Stop a Panic Move After a Dementia DiagnosisSiblings are alarmed after their father's Alzheimer's diagnosis leads their mother to embark on an isolating move. This is how they can help keep Dad safe.
By H. Dennis Beaver, Esq.
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5 Life Insurance Questions to Ask Before Buying a PolicySeptember is Life Insurance Awareness Month. What better time to take a look at the best way to find a policy that supports you and your family?
By Kevin Brayton, MBA
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Retirement Fears Keeping You Up? Sleep Well With These 5 SolutionsWorried about outliving your money or paying for health care? These five strategies can erase retirement anxiety and protect your savings.
By Donna Fuscaldo
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The Average IRA Balance by Age and Generation in 2026A 36% increase in contributions versus a year ago and a bull market in stocks powered the average IRA account balance to a 10% increase in the second quarter of 2026.
By Adam Shell
