Articles On:Retirement Planning, Elder Law, and Senior Finance

May 4, 2022

Plan Your Estate and Share the Wealth

Kiplinger’s Personal Finance expert Sandra Block examines steps necessary to plan your estate to minimize ...

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Couple doing Estate Planning. Photo Kriangsak Koopattanakij Dreamstime. Kiplinger’s Personal Finance expert Sandra Block examines steps necessary to plan your estate to minimize excess taxes, probate costs, and family dissension.
April 13, 2022

Consolidating Retirement Accounts

Kiplinger’s Retirement Report looks at the advantages of consolidating retirement accounts, offers tips – and ...

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Eggs in a paper nest, labeled 401K, Pension, and Retire. Having too many complicates retirement planning unnecessarily. There are advantages of consolidating retirement accounts, and there are risks of not doing so: a forgotten account, penalties, and more.
April 12, 2022

Paying for Senior Housing When Finances Are Tight

Older adults on a tight budget often need insights into affordable senior living options and ...

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Elderly Woman In Her Home Photo By Dimaberkut Dreamstime. Older adults on a tight budget often need insights into affordable senior living options and in paying for senior housing.
March 16, 2022

Building a Retirement Inflation Hedge

David Rodeck, contributing writer at Kiplinger’s Retirement Report, suggests that retirees need to build a ...

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Worried Older Couple Checking Finances, using laptop and documents, in nice home. Photo By Dark1elf Dreamstime. For article, For retirees, the current rate of inflation indicates a need for building a retirement inflation hedge. Here's how to protect investments.
March 9, 2022

Social Security Benefits and Unemployment

In this edition of “Ask Kip,” Kiplinger’s Personal Finance editors explain the connection between Social ...

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Woman Shocked By Finances Mark Adams Dreamstime. For article, Kiplinger’s financial experts explain the connection between Social Security benefits and unemployment crises PLUS snowbirds avoiding taxes.
March 2, 2022

Tips on Planning for Parents’ Care

Lisa Gerstner, contributing editor at Kiplinger’s Personal Finance magazine, looks at an issue that is ...

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Three Generations of Asian females. Photo By Satjawat Boontanataweepol Dreamstime. For article, Millennials are faced with planning for parents’ care, as new members of the sandwich generation, caring both for aging parents and children.
February 23, 2022

Six Inflation-Fighting Strategies: Remember to WIN!

Baby boomers and their elders lived through the inflationary period of the 1970s and early ...

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Concerned Couple Doing Finances. Photo by Wavebreakmedia Ltd Dreamstime. For article, Financial expert Jill Schlesinger of “Jill on Money” reminds us of six inflation-fighting strategies, to whip our own inflation now – to WIN!
February 16, 2022

State Tax Breaks for Seniors

Tax editor at Kiplinger’s Personal Finance, Rocky Mengle, discusses state tax breaks for seniors – ...

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Happy Woman In New Home Photo By Aaron Amat Dreamstime. For article, Kiplinger’s tax editor discusses state tax breaks for seniors – tax-friendly states for retirees, less friendly states, and changes.
February 2, 2022

Making Retirement Savings Last

Sandra Block of Kiplinger’s Personal Finance offer practical suggestions on making retirement savings last – ...

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Happy Couple Doing Finances Monkey Business Images Dreamstime. For article, Sandra Block of Kiplinger’s Personal Finance offer practical suggestions on making retirement savings last – including the classic 4% rule.
January 26, 2022

Your Retirement Savings Number Isn’t Magic

Don’t get too hung up on a retirement savings number, counsels Kiplinger’s Personal Finance writer ...

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Woman Finances Photo By Alexey Kuznetsov Dreamstime. For article, Don’t get too hung up on a retirement savings number. Other considerations are essential as you plan to retire – or live in retirement.