Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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The '1% More' Rule For Your 30s and 40s
Adding just 1% more can have a transformative impact on your retirement savings and spending. See how this painless hack works.
By Donna Fuscaldo
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The Average Monthly Social Security Check: February 2026
The average monthly Social Security check amount might surprise you. Here's a look at February's numbers and why they matter.
By Donna LeValley
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Tax Forms Retirees Are Getting in 2026 and What They're For
Knowing what forms you're getting and why is important so you can ensure that you and your tax preparer have what's needed to file your taxes.
By Evan T. Beach, CFP®, AWMA®
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The Average 401(k) Balance by Age and Generation
How did your 401(k) balance rank vs savers your age in the fourth quarter? Learn the keys to building a retirement account that will last a lifetime.
By Adam Shell
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I want to travel, my wife wants to donate 10% of our income.
We asked wealth planners if "tithing" (donating 10%) makes sense in retirement.
By Maurie Backman
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What You Should Leave Out of Your Will, According to Experts
Are you unclear about what you should leave out of your will when estate planning? Legal experts share the 10 items to exclude.
By Erin Bendig
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Adviser, Broker or Insurance Agent: Which to Trust With Your Money
Looking for a trustworthy financial professional? That term can cover brokers, insurance agents and advisers who don't all have the same standards.
By John McKean, CFP®
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Do You Believe You Can't Retire? You Need to Read This
Americans often delay or redefine retirement because they have a lack of clarity and confidence in their financial plan. Here's how you can fix that.
By Pam Krueger
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A Financial Survival Guide for the Sandwich Generation
People in their 40s can find their finances stretched as they care for children and aging parents. Here are some strategies to help with competing priorities.
By Shane W. Cummings, CFP®, AIF®
