Articles in Retirement

Kiplinger

Four Facts of Living Trusts

Living trusts can be valuable estate planning tools, but they are sometimes oversold to people who don't really need them or who buy them for the wrong reasons. Consider the following claims often... Read >>

Kiplinger

Good Reasons to Change Your Will

After you've created your will and an estate plan, you'll most likely need to revisit them at key points in your life as your circumstances change. 1. You Get MarriedYour new spouse doesn't... Read >>

Kiplinger

How Large Is Your Estate?

Although you don't have to pay any federal estate taxes until your taxable estate exceeds $5.43 million (the limit for 2015), you might be surprised by all the things the government counts in... Read >>

Bankrate

Working (And Spending) Less

By Jennie L. Phipps for Bankrate.com This is the first full year that my husband has been retired -- and I have worked significantly less. We recently looked at our spending records and noted... Read >>

Kiplinger

8 Valuable Personal Finance Lessons From 2014

I love working on this column because I get to hear directly from so many readers about their most important financial issues. Here are some of the biggest lessons I learned from helping you in... Read >>

BlackRock

Millennials: Having ‘The Talk’ With Your Parents

It never seems like the right time to ask a potentially embarrassing question. Your parents may be watching television, eating dinner, quietly reading. But you need to know you can't rely on... Read >>

BlackRock

Since You Asked: Will my benefits be reduced if I go back to work?

Are you considering collecting Social Security while working?  Your age can make a big difference click here to find out where you stand. Rob Kron, Managing Director, is the head of... Read >>

Kiplinger

Save on Taxes by Donating RMDs From Your Retirement Plan?

I've made a tax free contribution of my required minimum distribution from my IRA to charity for the past few years and would like to do it again. Has this law been approved for 2014?(Editor's... Read >>

Bankrate

48-Year-Old Has Just $6K For Retirement

By Dr. Don Taylor, Ph.D., CFA, CFP, CASL for Bankrate.com Dear Dr. Don, I have a $250,000 mortgage and $6,000 in a 403(b) retirement account. I am 48 years old. My mortgage won't be... Read >>

Bankrate

6 Ways To Boost Your Income In A Big Way

By Shelly K. Schwartz for Bankrate.com Budgets and penny-pinching are all well and good, but if you're looking to give your income a serious lift, there is no substitute for... Read >>

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