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Articles On:retirement planning

December 28, 2022

Social Security Decisions Involve Both Spouses

Social Security decisions involve both spouses. Getting the most out of your Social Security benefits ...

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Old Couple Drinking Coffee in shop smiling
December 21, 2022

Should You Pay Off Your Mortgage Before Retirement?

If you plan to pay off your mortgage before retirement, you’re not alone. But that ...

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financial-pay-off-mortgage
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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October 26, 2022

RMDs: Are Withdrawals Required If You Keep Working?

Retirement can be a time of juggling finances, but some decisions are made for you. ...

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RMDs while working
August 31, 2022

Unretire-ment: Retirees Going Back to Work

Lisa Gerstner of Kiplinger’s Personal Finance examines the trend of retirees who “unretire” – i.e., ...

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older woman driving delivery cart, photo by Piksel Dreamstime. Kiplinger’s Personal Finance examines the trend of retirees who “unretire” (return to work) and explores reasons and benefits.
August 17, 2022

Beware of These IRA Mistakes!

Rocky Mengle of Kiplinger’s Personal Finance warns readers of four common retirement IRA mistakes, including ...

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woman on laptop - Photo by Dark1elf, Dreamstime. Rocky Mengle of Kiplinger’s Personal Finance warns readers of four common retirement IRA mistakes, including conversions, indirect rollovers, RMDs, and “second half” planning.
July 26, 2022

NORCs: A Model for Aging in Place

If you’ve considered moving to a community that better serves your needs as an aging ...

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seniors playing bridge. Photo by Monkey Business Images, Dreamstime. A NORC, naturally occurring retirement community, serves older adults. Its services offer a blueprint for aging-in-place options.
July 5, 2022

10 Senior Living Trends to Watch

In planning for changes in living arrangements as they age, senior adults and their families ...

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man in wheelchair and woman at home - photo by Nd3000, Dreamstime. Changing senior living trends affect options for older adults and their families: outdoor spaces, affinity communities, pets, activities, etc.
May 18, 2022

How Retirement Income Is Taxed

Joy Taylor of Kiplinger’s Personal Finance discusses how retirement income is taxed, examining common sources ...

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woman frustrated with finances photo by Kurhan Dreamstime. A look at how retirement income is taxed, examining common sources such as Social Security benefits, stocks, bonds, reverse mortgages, investments, etc.
May 11, 2022

Turbocharge Retirement Savings

Sandra Block of Kiplinger’s Personal Finance suggests ways that readers can boost their retirement savings, ...

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Man writing in his ledger with piggy bank in the foreground. Sandra Block of Kiplinger’s Personal Finance suggests ways that readers can turbocharge retirement savings, including tax breaks, an IRA, 401(k), etc.
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