News, insights and expert analysis on retirement from the team at Kiplinger.
This trust safeguards your life savings from high long-term care costs while maintaining your eligibility for government benefits.
By Jeffrey M. Verdon, Esq.
In this week's Wealth Wise advice column, experts explain why you don't have to play it safe if your income is secure and you're investing for your heirs.
By Maurie Backman
Inflation, volatile markets and news from the Middle East have many feeling the need to make changes, but acting on impulse is unlikely to lead to success.
By John M. Boccio
Don't surprise adult kids with a complex estate plan. Prepare them to handle family wealth by teaching them smart financial habits from an early age.
By Jessica Rickert, PGWTA
Required minimum distributions can be used as a tool to help lower your tax bill, smarten your charitable giving and keep your retirement strategy on track.
By Jonathan I. Shenkman, AIF®
AI chatbots can offer quick retirement insights, but can also provide outdated figures. Always double-check their advice before making financial decisions.
By Anthony Martin
Retirees could take advantage of better yields on cash and annuities while paying down variable debt and navigating a tougher housing market.
By Evan T. Beach, CFP®, AWMA®
From healthcare logistics to social ties, here's why staying in my longtime home won out over a tropical move.
By Sandra Block
Women can find it hard to take center stage in their own retirement plan. Here's how to take care of those you love while building a life you love, too.
By Misty Stoddart
