Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
Latest
-
Does Inflation Mean Your Retirement Plan Is Running on Empty?Anchoring your retirement plan to short-term inflation is the financial equivalent of a gas tank running on empty — it works great until it leaves you stranded.
By Jesse W. Hurst, CFP®, AIF®
-
How to Master the Art of Family Business SuccessionYou might hope for an easy transition, but your children could have different ideas about who gets what. Talking about it early could head off divisions.
By Mike Moore
-
Financial What-Ifs You Need to Discuss While the Going's GoodLife events can wreak greater havoc with finances than any market downturn. Here are some pointers on holding "that" conversation with your loved ones.
By Karen B. McIntyre, CFP®
-
Wealth Wise: Should We Bankroll Our Son's Law School Tuition?In our retirement advice column, Wealth Wise, we help a couple weigh whether to lend their son $180K for his tuition or protect their savings.
By Maurie Backman
-
5 Retirement Lifestyle Upgrades That Cost Less Than You ThinkReframing splurges as "intentional reallocation" of money can help you overcome spending anxiety and enhance your quality of life. Here are some suggestions.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
-
The Right and Wrong Questions to Ask About AnnuitiesAnnuities have costs and limitations, but also serve a real purpose for some investors. Before dismissing them as a retirement option, find out how they work.
By Robert D. Blair, CFP®
-
Ready to Splurge in Retirement? Ask Yourself These 3 Questions FirstWant to spend your hard-won retirement savings but feel guilty about it? Don't. If you can answer these three questions, you have permission to splurge.
By Donna Fuscaldo
-
9 Tax Surprises Retirees Don't See Coming Until It's Too LateMost of these tax surprises are avoidable, but many retirees aren't ready for the shift in how and when taxes show up in retirement. These strategies can help.
By Kyle Hammerschmidt, Investment Adviser
-
How to Stop Second-Guessing Careful Financial DecisionsWhen financial choices never feel settled, the issue often isn't the plan itself, but how your priorities, emotions and mindset shape the way you stick with it.
By Frank J. Legan
