Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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How Advisers Can Help Women Plan for RetirementFinancial advisers have a powerful opportunity to earn deeper trust and create longer relationships by embracing women's unique financial realities.
By Jammie Serrano
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Latest Inflation Data Drives Down 2027 Social Security COLA ForecastAs inflation persists, the 2027 Social Security COLA forecast has gone down from June's estimate of 3.8% to 3.6%.
By Donna LeValley
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Frustrated With Your Medicare Advantage Plan? You’re Not AloneMedicare Advantage plans scored lower in overall satisfaction among members in 2025. Eroding trust and policy confusion drove the drop in customer satisfaction.
By Donna LeValley
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7 Tax Breaks and Strategies Gen X May Often OverlookTax Breaks Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.
By Chrissy Paradis
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The Insurance Policies Your Executor Needs to Know AboutOne of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.
By Rachael Green
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Why Unequal Caregiving Shatters Family InheritancesAn even split in your will could cause resentment among adult kids if caregiving hasn't been shared equally. How you can stop that from turning into a dispute.
By Pam Krueger
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Why You Might Want to Keep Your Mortgage in RetirementIf your interest rate is around 3%, keeping your loan could give you greater financial flexibility, tax perks, and peace of mind.
By Maurie Backman
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Why Social Media Estate Planning Advice Is RiskyEstate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.
By Patrick M. Simasko, J.D.
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5 Stocks to Buy With an Inheritance to Help Build the Next InheritanceWith $124 trillion set to move in the Great Wealth Transfer, these wealth-building stocks can help you leave something behind for your kids in turn.
By Kyle Woodley
