Articles On:financial planning

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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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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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.
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 6, 2022

How to Appeal and Avoid the Medicare Surcharge

Sandra Block, senior editor at Kiplinger’s Personal Finance magazine, explains the Medicare premiums and discusses ...

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Surprised and Concerned Woman Doing Her Finances. Photo By Alexey Kuznetsov Dreamstime. Sandra Block, senior editor at Kiplinger’s Personal Finance magazine, explains the Medicare premiums and discusses how to avoid the Medicare surcharge and how to appeal this high-income charge if it happens.
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.
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!
January 19, 2022

Financial Recommendations for 2022 for Retirees and Others

Business analyst Jill Schlesinger, CFP, looks at what’s new in 2022, including Americans’ financial moods. ...

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Piggy Bank And Coins Photo By Phoomrat Withayachaya Dreamstime. For article on financial recommendations for 2022, including for retirees
January 5, 2022

Retirement: How to Lower Taxes on Your RMDs

Sandra Block, senior editor at Kiplinger’s Personal Finance magazine, examines two ways to lower taxes ...

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Asian couple discussing money matters with a financial advisor. Monkey Business Images, Dreamstime. For article on How to lower taxes on your RMDs