Retirement-planning
Latest
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Three Ways to Plan Now for a Social Security Shortfall Later
The outlook for Social Security is gloomy, but you can save now to protect against benefit cuts later. If the cuts don't happen, you'll still be better off.
By Tyler Jones Published
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Where to Retire: Living in the Dominican Republic
Living in the Dominican Republic is a big draw for ex-pats looking for a warm, sunny and affordable retirement. Should you make the move, too?
By Brian O'Connell Published
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The Future of 1031 Exchanges Under Trump Looks Bright
As a real estate investor himself, President Trump appears poised to preserve the tax-deferring power of this strategy. But you still must follow the rules.
By Edward E. Fernandez Published
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How to Retire at 40: Build the FIRE Now
It's not easy, but you may be able to retire by 40 or 45 if you take these FIRE (Financial Independence, Retire Early) steps now.
By Jacob Schroeder Last updated
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Nine Types of Trusts for High-Net-Worth Estates
Trusts can help high-net-worth estate owners protect their assets, minimize taxes for beneficiaries and ensure their money goes where they want it to.
By Jeffrey M. Verdon, Esq. Last updated
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Prepare Your Family for the Financial and Legal Aftermath of Your Death
Taking these steps now can help ensure your family isn't overwhelmed with uncertainty later on.
By Kiplinger Advisor Collective Published
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Seven Biggest Financial Planning Myths: How Many Do You Believe?
Wisdom comes in all shapes and sizes, but not all of it is true, especially when it comes to these seven retirement financial planning myths.
By Donna Fuscaldo Published
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Empowering Widows: Five Goals for Financial Security in 2025
Tackling these strategies one at a time, whether it's updating estate planning or reassessing investments, can help put you on track for financial stability.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Is Indulging Your Vice Putting Your Retirement at Risk?
From alcohol to gambling, adults spend a lot of money pursuing their vices, but are they jeopardizing their retirement nest eggs?
By Donna Fuscaldo Published