Wealth Wise
Questions from real people, for real people. Wealth Wise is Kiplinger's advice column on navigating retirement-related financial dilemmas.
Latest
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Can a 64-Year-Old Retire and Count on 'Shaky' Social Security?In this week's Wealth Wise advice column, financial experts run the numbers to see if a frustrated worker can safely trade their job for a $90,000-a-year retirement.
By Maurie Backman
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Our Parents Lived 'Forever.' How Do We Plan for Long-Term Care?Even if you're very wealthy, you may need to plan for long-term care through age 100. Our Wealth Wise columnist asks the experts what to do.
By Maurie Backman
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Is It Wrong to Ask My Retired Mom for Financial Help?You're stretched thin, and she has millions. This week's Wealth Wise advice column asks experts how to handle the financial and emotional rules of taking money from your parents.
By Maurie Backman
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The Expert Guide to a Tax-Free InheritancePassing down assets can leave kids with a massive tax bill. This week's Wealth Wise advice column explores the strategies advisers use to leave an inheritance tax-free.
By Maurie Backman
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The 'Ultra-Low-Risk Portfolio' for RetireesShifting away from stocks reduces risk, but as this week's Wealth Wise column explains, you still need to beat inflation. Here's how to balance safety and peace of mind.
By Maurie Backman
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4 Urgent Questions About 529 Plans and College SavingsIn this week's Wealth Wise advice column, financial experts answer four critical questions about rising tuition, shifting job markets, and navigating the new 529 plan rules.
By Maurie Backman
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Are We On Track for Retirement Despite a Late Start?You don't need to cut the cable to retire comfortably. In this week's Wealth Wise advice column, advisers tell a couple with $300K saved how to catch up.
By Maurie Backman
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Should You Upsize When College and Retirement Collide?With $4 million saved, a couple wants a bigger home for their teens before retiring in eight years. In this week's Wealth Wise advice column, advisers reveal why it’s risky — and smart alternatives.
By Maurie Backman
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Is a 60/40 Portfolio Too Aggressive in Your Seventies?Generous pensions can act as a safety net, but concentration risk and healthcare gaps still loom large for retirees. This week's Wealth Wise advice column breaks it down.
By Maurie Backman
