Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Want To Retire at 60? See if You Can Answer These 5 Questions
Forget waiting for Social Security and Medicare to kick in. You may be able to retire sooner than you think.
By Donna Fuscaldo
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How to Retire at 50 or 55
Yes, you can retire at 50 or 55. Take these FIRE (Financial Independence, Retire Early) steps now.
By Jacob Schroeder
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In the 2% Club and Have a Pension? Beware the 60/40 Portfolio
Income from your pension, savings and Social Security could provide the protection bonds usually offer, freeing you up for a more growth-oriented allocation.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Bye-Bye, Snowbirds: Retiring Americans Are Relocating Permanently
Why head south for the winter and pay for two properties when you can have a better lifestyle year-round in a less expensive state?
By Brandon Summers
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Consider These 4 Tweaks to Your 2026 Financial Plan
There's never a bad time to make or review a financial plan. But recent changes to the financial landscape might make it especially important to do so now.
By Michael Aloi, CFP®
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I’m retiring in 2026, but I can’t sleep because of worry and fear.
We asked professional wealth planners for advice.
By Donna Fuscaldo
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I'm 61 and want a divorce. Should we live separately but stay married?
We asked Certified Divorce Financial Analysts for advice.
By Maurie Backman
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Is Your Retirement Plan Missing a Caregiving Strategy?
Millions of people over 65 care for grandkids, adult kids or aging parents and will also need care themselves. Building a caregiving strategy is crucial.
By Anna M. Rappaport, FSA, MAAA
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Social Security Benefits and Your Taxes: 6 Things to Know for 2026
Social Security The Social Security COLA is just one aspect of your benefits that can impact your tax bill.
By Kelley R. Taylor
Social Security
