News
Are You Behind? How Much Retirement Savings You Need at 50, 55, 60 and 65
16+ hour, 5+ min ago (834+ words) Compare your balance against this Wall Street benchmark, tailored by age and income level, to see if you're truly ready for retirement. Sent five days a week Kiplinger A Step Ahead Sent twice a week Sent weekly for six weeks…...
I'm a Financial Strategist: This Is Why After-Tax Returns Are the Only Returns That Matter
1+ day, 17+ hour ago (741+ words) Building lasting wealth depends less on high returns and more on optimizing the structure of your portfolio to minimize taxes " a hidden "drag" that can cost you a fortune over time. Sent five days a week Kiplinger A Step Ahead…...
3 Financial Hurdles Coming Up for Women: How to Overcome Them, From aFinancial Planner
1+ day, 14+ hour ago (862+ words) From the widow's penalty to higher health care costs, women will encounter a host of money worries over the course of a lifetime " and that requires a robust financial plan. Sent five days a week Kiplinger A Step Ahead Sent…...
5 New Retirement Rules Taking Effect in 2026: What's Different for Your Money
1+ day, 17+ hour ago (1500+ words) Sponsored by American National Retirement planning in 2026 comes with new contribution limits, tax breaks and health care changes. Here's what savers and retirees need to know. Kiplinger created this content as part of a paid partnership with American National. The…...
We're 54 with $1.8 million. My wife wants to start a college fund for our grandchild, but I think we have to focus on our retirement. Who is right?
2+ day, 16+ hour ago (1010+ words) Should we fund a 529 plan or focus on our retirement? We asked wealth professionals for advice. Sent five days a week Kiplinger A Step Ahead Sent twice a week Sent weekly for six weeks Kiplinger Invest for Retirement Question: At…...
Are Annuities Safe? An Industry Expert Explains the Risks
2+ day, 17+ hour ago (1362+ words) Different types offer different levels of potential risk. Here's how to choose wisely, from an annuities pro. Sent five days a week Kiplinger A Step Ahead Sent twice a week Sent weekly for six weeks Kiplinger Invest for Retirement Annuities…...
5 Smart Strategies to Create Your Retirement Paycheck Without the Stress, From a Financial Planner
2+ day, 17+ hour ago (981+ words) The most resilient income plans layer multiple sources of predictable income and growth-oriented assets to help ensure immediate cash flow and long-term flexibility. Sent five days a week Kiplinger A Step Ahead Sent twice a week Sent weekly for six…...
Nearing Retirement? Why 'Refirement' Is a Better Philosophy
2+ day, 17+ hour ago (816+ words) Get fired up about your upcoming retirement by reframing this new chapter of life as a chance to redeploy your purpose, rather than retreat from it. Sent five days a week Kiplinger A Step Ahead Sent twice a week Sent…...
Does Your Retirement Portfolio Resemble a Junk Drawer? Here's How to Clean It Up, From a Wealth Manager
3+ day, 21+ hour ago (902+ words) This retirement planning approach simplifies your decisions, improves your tax efficiency and provides you with peace of mind. This is how it works. Sent five days a week Kiplinger A Step Ahead Sent twice a week Sent weekly for six…...
My First $1 Million: Retired Physician, 52, Chicago
3+ day, 15+ hour ago (1015+ words) "I was able to see that time freedom and financial freedom were within reach. It motivated me to work, save and invest more until I could reach financial independence." Sent five days a week Kiplinger A Step Ahead Sent twice…...