Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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What One Widow's Ordeal Teaches Us About Marriage and Money
A man charmed a 72-year-old widow into marriage, and then her accounts were seized to pay off his debts, highlighting the importance of background checks on potential spouses as well as prenuptial agreements.
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Are You Getting a Gray Divorce? These Six Financial Strategies Come From a Financial Planner
Managing an equitable division of assets, selling a home, negotiating alimony and splitting retirement accounts are among the money matters that weigh as heavily as emotional issues.
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12 Great Places to Retire in the Midwest
Places to live Here are our retirement picks in the 12 midwestern states.
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What Trump Has Done With Social Security So Far
Since President Trump took office, he has proposed or initiated changes to how Social Security functions. Here's a roundup.
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A 10-Year Retirement Planning Checklist
Keep this ten-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions. You'll be in great shape when you leave your working life behind.
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How to Navigate Your Finances After Losing Your Spouse: Thoughts From a Financial Planner
It's important you get involved in financial planning now so you're prepared and confident to make decisions when you potentially become your own financial manager.
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I'm 63 with an aging house that needs repairs, but I might eventually move to a retirement community. Is it worth making those fixes?
We ask financial experts for advice.
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The 'Ted Lasso' Effect: A Positive Outlook Really Can Strengthen Your Retirement Plan
Optimism like that of the fictional soccer coach can surprisingly improve your retirement planning by encouraging better saving habits and a more positive outlook on your financial future.
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Your Golden Years Just Got a Tax Break, But There's a Catch
Don't fall for the 'tax-free Social Security' headlines. The OBBB offers a temporary tax deduction for certain retirees, which is different from eliminating taxes on benefits entirely — and it doesn't solve Social Security's long-term funding issues.
