Retirement-planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Will Dr. Oz Push Medicare Advantage Plans as Head of CMS Now He's Confirmed?
As original Medicare faces funding shortfalls, Dr. Oz may shift to private insurance providers through Medicare Advantage. Here's what we know so far.
By Maurie Backman Last updated
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Retirees: Is Your Local Bank Closing? Four Ways to Cope
Bank branches are closing across the country. If you are among the retirees who prefer to bank in person, you have some options.
By Donna Fuscaldo Published
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You May Not Want to Downsize in Retirement: Here's Why
Your financial planner may urge you to downsize in retirement. Your kids may even pressure you. But be sure it's right for you before you make a move.
By Maurie Backman Published
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Five Fun (and Cheap) Ways to Stay Busy in Retirement
It's not all about the big trips and special occasions. There are plenty of ways to enjoy yourself day-to-day in retirement without breaking the bank.
By Maurie Backman Published
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Is 2025 a Bad Year To Retire Given a Flailing Stock Market?
If you're looking at the stock markets alone, 2025 may seem like a bad year to retire, but that's not the only consideration.
By Donna Fuscaldo Last updated
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Stagflation: What It Is and Why Retirees Should Care
Stagflation — the economic bogeyman of the 1970's — may return to the US. Here's what it could mean to your retirement.
By Donna Fuscaldo Last updated
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Social Security and Your Taxes: Five Things to Know for 2025
Social Security The Social Security COLA is just one aspect of your benefits that can impact your taxes.
By Kelley R. Taylor Last updated
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This Stock Market Risk Could Shrink Your Retirement Nest Egg
This little-known risk of a down market can cause lasting damage to your portfolio.
By Adam Shell Published
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How Building Liquidity Into Your Retirement Plan Can Pay Off
To succeed in investing for retirement, you need time and discipline — liquidity can give you both.
By Samantha Compton, IAR Published