Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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The Average Social Security Check in Every StateDo you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.
By Donna LeValley
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The Average Monthly Social Security Check: July 2026The average monthly Social Security check amount might surprise you. Here's a look at July's numbers and why they matter.
By Donna LeValley
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The COLA Challenge: Do You Know How Your Social Security Raise Is Calculated?Quiz Your Social Security raise isn't random. Take the quiz to discover your COLA IQ.
By Donna LeValley
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Are You Really on Your Best Investing Behavior? Take Our QuizQuiz You're only human. And your biggest error as an investor might be simply failing to recognize a basic evolutionary fact. Our quiz can help you do that.
By David Dittman
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4 Urgent Questions About 529 Plans and College SavingsIn this week's Wealth Wise advice column, financial experts answer four critical questions about rising tuition, shifting job markets, and navigating the new 529 plan rules.
By Maurie Backman
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Your Financial Plan Still Needs a Human TouchAI can clarify information, but for key financial decisions, here's why it shouldn't replace an adviser who knows your family, your history and your values.
By Frank J. Legan
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Why Pre-Planning Your Funeral Is a Gift to Your Loved OnesBy planning your own funeral, you can spare your loved ones some stress and create a meaningful send-off.
By Julie Halpert
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How Annuities Can Fill the Social Security Spousal GapSpouses who collect substantial Social Security benefits may see a significant drop in income when one dies. These annuities can help make up for the loss.
By Ken Nuss
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The Real Cost of Retiring in Florida: Local Expert TipsWho better to explain the taxes and other costs that newcomers to Florida may not expect than a wealth manager who's lived and worked there for 30 years?
By Lauren Traulsen




