Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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The 4 Best 'Half-Back' States for Disillusioned RetireesFlorida retirement not what you expected? You aren't alone. Explore the top four half-back states offering affordable living options closer to family.
By Donna Fuscaldo
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5 Key Components of an Estate Plan — and 7 Others to ConsiderWhatever your circumstances, you can take these steps to build an estate plan that benefits both you and your loved ones.
By David Rodeck
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7 Estate Planning Best PracticesThese tips can help you avoid common trouble spots and create a more effective plan.
By David Rodeck
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The Emerson Rule of Retirement: Self-RelianceBy applying a time-honored philosophy to 21st-century finances, you can protect your wealth and spare your kids. You'll have a happier retirement, too.
By Jacob Schroeder
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Why Is It So Bad to Let Only Your Spouse Handle the Money?Quiz Adviser Intel contributors have been discussing the risks of letting your spouse handle the family finances. How much do you know?
By Charlotte Gorbold
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Should You Ditch Stocks in Retirement? The 3 Times You CanConventional wisdom says to keep stocks, but experts outline three reasons you might want to go stock-free in retirement.
By Maurie Backman
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How Wealthy Retirees Can Overcome Their Fear of SpendingMany retirees have built enough wealth to be secure. The harder challenge is learning how to trust the life their discipline has made possible.
By John J. Gardner, IAR
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Why NAPFA is the Place to Start Looking for Financial AdviceThe National Association of Personal Financial Advisors (NAPFA) was set up to help consumers find unbiased financial advice. Today, it's more needed than ever.
By David Bromelkamp
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Caregiver Burnout — Why Generic Advice Fails and What WorksEveryone tells caregivers to look after themselves, but rarely explains how. If you're exhausted from looking after a loved one, here is how to actually find relief.
By Alina Tugend
