Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Think a Repeal of the Estate Tax Wouldn't Affect You? Wrong
The wording of any law that repeals or otherwise changes the federal estate tax could have an impact on all of us. Here's what you need to know, courtesy of an estate planning and tax attorney.
By John M. Goralka Published
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In Your 50s? We Need to Talk About Long-Term Care
Many people don't like thinking about long-term care, but most people will need it. This financial professional recommends planning for these costs as early as possible to avoid stress later.
By Matthew Eilers Published
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Retire in Costa Rica for Expat Heaven
When you retire in Costa Rica, you get natural beauty, ease of relocation and affordability. Will you become a part of its thriving expat community?
By Drew Limsky Published
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Over Half of Americans Stumble Financially After Losing a Loved One. Are You Prepared?
Losing a loved one can be overwhelming, and for many, it also puts an unexpected strain on their finances, a study shows
By Kathryn Pomroy Published
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Social Security Pop Quiz: Are You Among the 89% of Americans Who'd Fail?
Shockingly few people have any clue what their Social Security benefits could be. This financial adviser notes it's essential to understand that info and when it might be best to access your benefits.
By Stephen B. Dunbar III, JD, CLU Published
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The 12 Best Things Rich Retirees Do
From prioritizing spending and investing to using debt wisely and developing a giving attitude, rich retirees build a roadmap for a meaningful journey.
By Kathryn Pomroy Last updated
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15 Reasons You'll Regret an RV in Retirement
Making Your Money Last Here's why you might regret an RV in retirement. RV-savvy retirees talk about the downsides of spending retirement in a motorhome, travel trailer, fifth wheel, or other recreational vehicle.
By Bob Niedt Last updated
Making Your Money Last -
Eight Biggest Financial Planning Myths: How Many Do You Believe?
These financial planning myths are some of the whoppers you may hear when you're approaching retirement.
By Donna Fuscaldo Last updated
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4 Things You Need to Know Before Applying for Social Security in 2025
Don't unnecessarily delay or reduce your Social Security benefits because you don't know all the rules and requirements.
By Donna LeValley Last updated