Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Protecting Your Well-Being in Midlife and RetirementTrue financial planning takes well-being into consideration so you're not caught out by the profound shifts you encounter when you reach midlife or retire.
By Lawrence Sprung, CFP®, CEPA®
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These Are the 2 Legal Documents Everyone Should HaveEvery adult should have a healthcare proxy and power of attorney. They save loved ones time, money and stress if a sudden illness or injury incapacitates you.
By Jared J. Madison, Esq.
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Guide to the Estate Planning Documents Everyone NeedsEstate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse.
By Leslie Gillin Bohner
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Is 'Prepaying' Your Retirement Dreams Worth the Financial Risk?From buying mountain homes in Puerto Rico to locking in RVs early, pre-retirees are making bold financial moves. Here’s when it pays off and when it breaks the bank.
By Donna Fuscaldo
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4 Things to Know Before Applying for Social Security in 2026Planning your retirement? Avoid permanent reductions to your payout by understanding these four crucial rules before you apply for Social Security.
By Donna LeValley
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Don't Toss It! Why Your Medicare Annual Notice of Change MattersIf you have Medicare Part D or a Medicare Advantage plan, review your Annual Notice of Change. It can save you money and ensure you can still see your preferred doctors and hospitals.
By Donna LeValley
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What to Do if Your Social Security Credits Fall ShortFailing to reach Social Security's 40-credit requirement doesn't mean your tax contributions are lost. Here are some options to help you secure benefits.
By Martha Shedden, CRPC®, RSSA®
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Why You Need a Power of AttorneyHaving a power of attorney is critical should the time come when you can't make health and financial decisions on your own.
By Ella Vincent
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The Woman's Guide to Estate Planning: Protect Your Health and WealthEstate planning for women must account for longer average lifespans, interrupted work lives and other gender differences. It's crucial for their financial and physical health.
By Deborah Yao
