News, insights and expert analysis on retirement from the team at Kiplinger.
Including your wishes in your will or in a pet trust can ensure proper care when you can’t provide it.
By Richard Eisenberg
For Gen X, delaying retirement can be an opportunity to pilot-test your second act, plan for your inheritance and structure trusts for your kids.
By Jacob Schroeder
With decades of growth ahead, your 40s aren't just for saving. We asked financial advisers how to enjoy your income now without compromising your nest egg.
By Donna Fuscaldo
Separating facts from fiction is an important first step toward building a retirement plan that's grounded in reality and not based on incorrect assumptions.
By Robby J. Graham, CFP®, CPA
Talking to heirs about transferring wealth can be overwhelming, but avoiding it now can lead to conflict later. Here's how to start sharing your plans.
By Julie Virta, CFP®, CFA, CTFA
MA plans add benefits that original Medicare lacks, often for $0 premiums. The catch? There are significant downsides to consider.
By Jackie Stewart
Find out when you can expect your 2026 Social Security payments and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley
You’ve spent a lifetime amassing your stuff. Here’s how to get rid of it.
By Kim Clark
Compare your average Social Security check with others of your age, and plan for the future.
By Donna LeValley
