Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Bank Closing Down? 5 Must-Know Strategies for Retirees
Concerned about your bank closing? For retirees who prefer in-person banking, here's what you can do now.
By Donna Fuscaldo Last updated
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This Measles Side Effect Can Undo Years of Immunity: Are You Safe?
Older adults may lack protection from measles, which can cause their immune systems to "unlearn" previous defenses to infectious diseases. Here's what to do.
By Christy Bieber Last updated
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Can AI Help With Your Finances?
ChatGPT and other artificial-intelligence tools will streamline certain tasks, but don't count on them to get everything right.
By Laura Petrecca Published
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I'm a Financial Planner: Here Are Five Smart Moves for DIY Investors
You'll go further as a DIY investor with a solid game plan. Here are five tips to help you put together a strategy you can rely on over the years to come.
By Vincent Birardi, CFP®, AIF®, MBA Published
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'Drivers License': A Wealth Strategist Helps Gen Z Hit the Road
From student loan debt to a changing job market, this generation has some potholes to navigate. But with those challenges come opportunities.
By Alvina Lo Published
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The 'Die With Zero' Rule of Retirement
If spending makes you nervous, the 'Die With Zero' rule might be for you. Because you don’t want to be the richest person in the graveyard.
By Jacob Schroeder Last updated
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Could This Little Known Data Shift Hurt Your 2026 Social Security COLA?
The BLS has changed how it measures the inflationary data that determines whether Social Security benefits will get a Cost-of-Living Adjustment (COLA). Will it hurt your benefits?
By Donna LeValley Published
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Financial Pros Provide a Beginner's Guide to Building Wealth in 10 Years
Building wealth over 10 years requires understanding your current financial situation, budgeting effectively, eliminating high-interest debt and increasing both your income and financial literacy.
By Anthony Martin Published
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Five Mistakes to Avoid in Your First Year of Retirement
Retirement brings the freedom to choose how to spend your money and time. But choices made in the initial rush of excitement could create problems in the future.
By Evan T. Beach, CFP®, AWMA® Published