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Articles On:financial planning

May 31, 2023

Life Insurance and Empty Nests

Many retirees drop their life insurance once their kids have grown up, but a policy ...

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Life insurance
April 19, 2023

Free Yourself of Stuff: Decluttering and Downsizing

Once he retired, Jakob Miller finally had the time and energy to organize his three-bedroom ...

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couple downsizing
March 22, 2023

Regulators Focus on Frauds Targeting Seniors

Andrew Hartnett, deputy commissioner of the Iowa Insurance Division and president of the North American ...

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frauds targeting seniors - man on phone looking at credit card
March 15, 2023

Closing the Retirement Income Gap

By the time you reach your 50s, you should start to get a handle on ...

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retirement planing
January 25, 2023

How a Roth Can Defuse a Retirement Tax Bomb

A Roth 401(k) can defuse a retirement tax bomb. Decades of salting away part of ...

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couple-retirement-planning, possibly hoping to defuse a retirement tax bomb. Image by Yuri Arcurs.
January 11, 2023

Reasons to Resist BNPL

Propelled by inflation and the pandemic-driven convenience of online shopping, buy now, pay later (BNPL) ...

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December 14, 2022

Does a Lump-Sum Payout Make Sense?

Sometimes a lump-sum payout makes sense when planning for retirement. Many employers that provide defined-benefit ...

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retirement-planning-lump-sum
November 23, 2022

Financial Help: A Company For Women

Kiplinger talked to Stacy Francis, CEO of Francis Financial and founder of Savvy Ladies (www.savvyladies.org), ...

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elder woman receiving financial help from a advisor
October 19, 2022

Retirees Using a Reverse Mortgage for Income

Sandra Block of Kiplinger’s Personal Finance examines how retirees can tap their home for income ...

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Couple outside their home. Photo by Monkey Business Images, Dreamstime. Sandra Block of Kiplinger’s Personal Finance examines how retirees can tap their home for income using a reverse mortgage line of credit.
June 15, 2022

Alternatives to Long-Term Care Insurance

Alina Tugend of Kiplinger’s Personal Finance examines alternatives to long-term care insurance for those who ...

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woman in wheelchair using laptop Photo by Hongqi Zhang aka Michael Zhang Dreamstime. Alternatives to long-term care insurance are needed for those who need other options: group plan, annuity, life insurance, self-funding, etc.
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