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Articles On:finances

July 30, 2026

5 Costly Mistakes That Can Trigger Medicare Surcharges

If you are a high-income retiree, be on the lookout for these Medicare surcharges. Kiplinger ...

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Cash money and a stethoscope representing Medicare surcharges
July 23, 2026

Regret Claiming Social Security Early? You Have Options

Do you regret claiming Social Security early, due to the smaller paychecks – for the ...

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A woman unhappy at a computer because she claimed social security early.
July 16, 2026

The Biggest Mistake Retirees Can Make

Do you have a plan for how you’ll spend your money in retirement? If not, ...

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A woman in red giving up a bunch of money because she made the biggest mistake
July 9, 2026

Shopping for Long-Term Care Insurance

Shopping for furniture or a new car is fun, or at least it can be. ...

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A magnifying glass on LTC, standing for long-term care insurance
June 18, 2026

Take These Steps to Tame Taxes in Retirement

If you are concerned about the possibility of taxes increasing as inflation chips away at ...

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A couple at a computer learning how they can tame taxes in retirement.
June 8, 2026

Mother’s Care is Leading to Financial Ruin

A couple has been helping the husband’s 90-year-old mother, but the mother’s care is leading ...

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Money going down a black hole since sometimes care leads to financial ruin.
May 28, 2026

How to Lower Your Health Care Costs

Health care costs are especially worrisome for people 65 and older, writes Katherine Hobson of ...

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Dollars and a stethoscope, asking how to lower health care costs
May 7, 2026

The Caregiver Penalty

Stepping away from work to take care of a loved one is a selfless act, ...

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A wife being a caregiver for her husband but she incurred the caregiver penalty.
April 30, 2026

The Rules of Roth Conversions

The editor of The Kiplinger Tax Letter responds to readers asking about Roth conversions, specifically ...

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Roth word circled on a piece of paper
April 16, 2026

Spring Retirement Budget Challenges

Spring is in the air, but if you aren’t careful, it can drain your wallet. ...

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Retired couple befuddled on computer and phone because they're seeing their retirement budget blasted.
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Care Assessment

No matter where you are on your journey, whether you're dreaming of a more carefree, active lifestyle, considering a downsize, or exploring care options for a loved one; we're here to help. Make a few simple selections, and together, we’ll create a personalized roadmap that fits your wishes, and goals.
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