Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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12 Things You Need to Know About Medicare
Medicare There's Medicare Part A, Part B, Part D, Medigap plans, Medicare Advantage plans and so on. We sort out the confusion about signing up for Medicare — and much more.
By Catherine Siskos Last updated
Medicare -
Suze Orman's Number One Retirement Mistake
Interview Find out what Suze Orman thinks costs people thousands of dollars in retirement.
By Donna Fuscaldo Last updated
Interview -
The Hidden Risk Lurking in Most Retirement Plans: Human Behavior
What's one of the differences between a good financial adviser and a great one? The ability to use behavioral coaching to guide clients away from emotional decision-making and toward retirement success.
By Sean Walters, CAE® Published
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Addressing Your Clients' Emotional Side: Communication Techniques for Financial Advisers
Rather than focusing only on financial plans, you can better serve your clients — and grow your business — by learning what to say and do when a client gets anxious or emotional.
By Ben Sullivan, CFA®, CFP® Published
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The 401(k) Shake-Up: Private Equity's Role and Risks
A new investment frontier is coming to your 401(k). We asked financial experts to break down what private equity means for your retirement.
By Maurie Backman Published
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Seven Hidden Downsides of Dividend Investing, From a Financial Adviser
Dividend investing could be draining your wealth with unexpected costs and limited growth potential. Here are some downsides, along with smarter strategies to take control of your retirement income.
By William Thatcher Published
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How to Position Your Business for a Lucrative Exit Despite Private Equity's Slowdown
As private equity firms seek strongly performing companies, crafting a narrative about your business' high-quality assets and future opportunities can make a lucrative sale possible.
By Kaleb J. Lilly, CPA Published
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I’m 57, with $1.8 million saved, and want a low-stress job for the next decade. My wife says keep cranking and retire at 62 instead. Who’s right?
We asked expert wealth planners for advice.
By Maurie Backman Published
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To Downsize or Not to Downsize? That is the Retirement Question
Where to Retire For some retirees, a bigger home is better.
By Robyn A. Friedman Published
Where to Retire