Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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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®
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Approaching Retirement? You May Be Taking on Too Much Risk
Pre-retirees in the critical "retirement red zone" often take on significantly more risk than they want or are comfortable with. Here's how to fix that.
By Andrew M. Costa
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Retirement Is Like Everest: The Ascent Isn't the Only Risk
The real risk in retirement is failing to plan for the "descent" — the psychological and lifestyle changes that occur after you reach your financial goals.
By Richard P. Himmer, PhD
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Claiming Social Security: 7 Tools and Rules for DIY Investors
Deciding when to claim Social Security is tricky — and the wrong decision can be costly. DIY investors shouldn't leap in without these tools and rules.
By Vincent Birardi, CFP®, AIF®, MBA
