Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Who Needs a Trust and Who Doesn't? A Financial Pro Explains
Knowing the differences between a revocable trust and an irrevocable trust can help you decide if you need one and, if you do, which kind.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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We're Retired but My Wife Keeps Shopping. Am I Being Cheap, or Are We Going Broke?
We asked wealth planners how to protect a nest egg when one spouse is a spendthrift.
By Donna Fuscaldo
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Longevity and Asset Allocation: Rethinking Stock-Bond Splits
Using age to determine your stock-bond mix is the default for retirement investing. But now retirement can last 30 years or more, it's time to rethink the rules.
By Feroz Ansari, CFP®
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5 Ways to Sort the Best From the Rest When Hiring a Financial Adviser
Whether you're hiring your first financial adviser or searching for a new one, looking for these key attributes can help you find the right fit.
By Kelli Kiemle, AIF®
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The Best Retirement Advice of All Time
Investing greats, renowned economists, top advisers and other experts share their favorite wisdom, both given and received, about retirement.
By Ellen Chang
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Retiring Without a Partner? How Singles Can Maximize Their Savings
Retirement can be expensive, especially when you do it alone. But there are ways to maximize your retirement savings even when facing your second act without a partner.
By Kathryn Pomroy
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We're 62 and Want to Sell our $1.2 Million Home, but Our Grandkids Live With Us.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
By Maurie Backman
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Do Your Financial Adviser's Fees Reflect Value or Growth?
Clients may ask if a flat fee is better than a percentage of assets under management, but the real question is whether fees reflect the value of your services.
By Dr. Preston Cherry, CFP®
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15 Estate Planning Terms You Need to Know
Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.
By Donna LeValley
