3+ hour, 14+ min ago   (972+ words) Lawmakers are floating several ideas about how to shore up Social Security. One involves changing the annual cost-of-living adjustment. Question: What if a smaller Social Security benefits increase for many retirees also meant a smaller federal tax bill for some?...

3+ hour, 31+ min ago   (824+ words) My parents took meticulous care of their home and estate planning. But when it came time to sell their house of 54 years, all hell broke loose. Here are the five lessons I learned. When my mother turned 90, it was clear…...

4+ hour, 31+ min ago   (881+ words) Bridging the gap between your vision of retirement and real financial readiness requires planning, adaptable income strategies and expert guidance. Living longer creates the opportunity for more — more experiences, more time with loved ones and more chances to pursue what…...

4+ hour, 31+ min ago   (1319+ words) Fewer crowds, cooler temperatures and a slower pace make fall an ideal time to explore these scenic destinations. One of the perks of retirement is having more flexibility to travel outside the busy summer vacation season. Instead of squeezing a…...

22+ hour, 31+ min ago   (1301+ words) See what Warren Buffett, Shaq, Jay-Z and Beyoncé, Dave Ramsey and Suze Orman have to say about passing down wealth. The Great Wealth Transfer is underway in the United States. Between 2024 and 2048, an estimated $124 trillion in assets is expected to…...

1+ day, 1+ hour ago   (1780+ words) "It is hard to deny yourself and family something you want when the money is there to have it, to convince them and myself that the sacrifice is worth it in the long run." Welcome to Kiplinger's My First $1 Million…...

1+ day, 2+ hour ago   (487+ words) People use "financial independence" and "retirement" as if they're the same milestone. In my experience, treating them as one and the same is where a lot of financial plans go sideways. A question I frequently hear is: When can I…...

1+ day, 3+ hour ago   (543+ words) Loved ones want your memories, not your attic clutter. A new study reveals why less is officially more when passing down belongings. Dubbed The Great Junk Transfer, a recent study revealed a shift in how the next generation views an…...

3+ day, 4+ hour ago   (904+ words) An outdated beneficiary designation can derail even a carefully considered estate plan. Here are the accounts to review and the life changes that should prompt an update. Creating a will is an important part of estate planning, but it doesn't…...