7 Ways Retirement Will Be Different in 2024

7 Ways Retirement Will Be Different in 2024

How changes in Social Security, Medicare, taxes and more will affect your finances For most people, retirement finance is a delicate balance between income that’s likely less than what you made while working and expenses that may be lower in some areas (no more...
10 Things Boomers Should Consider Selling in Retirement

10 Things Boomers Should Consider Selling in Retirement

Retirement is not just about what you should buy or invest in — it’s equally about decluttering and letting go of assets that may no longer serve a purpose or even cost you money. For baby boomers, the following are items worth considering selling in retirement to...
3 Ways Retirement Planning is Changing in 2024

3 Ways Retirement Planning is Changing in 2024

The calendar page has turned and 2024 is well on its way. Before we get too far down the road, be sure to check out these changes around retirement savings. Every so often the federal government approves changes to the contribution limits for tax-advantaged retirement...
Can Remote Work Get You a Head Start on Retirement?

Can Remote Work Get You a Head Start on Retirement?

If you have a dream destination in mind, careful planning and a willing boss could help you make the move ahead of schedule Rob Nehrbas was winding up his career as an executive at an Arizona-based laser device company he’d sold to a bigger competitor when he realized...
10 Things You Need to Know Before Filing Your Tax Return

10 Things You Need to Know Before Filing Your Tax Return

Get that 2023 refund fast and keep it safe from fraudsters Financial advisers usually tell you that it’s bad to get a big tax refund. A refund, after all, is money you paid the government that you didn’t owe. You could have used that money during the tax year instead...
5 Reasons To Buy an Annuity

5 Reasons To Buy an Annuity

A few reasons to consider buying an annuity include the tax advantages, income for life and customization options for added benefits. The Annuity.org editorial team interviewed annuity buyers and financial experts to understand the best reasons to purchase one and how...
Five Things I Wish I’d Known Before I Retired

Five Things I Wish I’d Known Before I Retired

Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement. Planning for retirement is tricky. There can be a lot of uncertainty involved. You try to make good decisions with the information you...
6 Reasons Annuities Should Be Part of Your Retirement Plan in 2024

6 Reasons Annuities Should Be Part of Your Retirement Plan in 2024

When setting up your financial retirement plan, you’ll likely consider various options for how you plan on covering the bills in your golden years. With soaring inflation and aggressive rate hikes from the Fed, annuities have become more popular recently, as those...
What’s Changing for Retirement in 2024?

What’s Changing for Retirement in 2024?

Inflation adjustments and the phase-in of Secure 2.0 provisions have implications for retirement savers and retirees alike. The dawning of 2024 will usher in more changes than usual on the retirement-planning front. As is typical with the turn of the calendar page,...
7 Ways Retirement Will Be Different in 2024

7 Ways Retirement Will Be Different in 2024

How changes in Social Security, Medicare, taxes and more will affect your finances For most people, retirement finance is a delicate balance between income that’s likely less than what you made while working and expenses that may be lower in some areas (no more...
Want to retire early? Make these 5 moves in 2024

Want to retire early? Make these 5 moves in 2024

As 2023 comes to a close, many Americans are turning their attention to 2024 and contemplating resolutions for the new year. Many focus on financial resolutions. as people seek to earn more or create breathing room in their budget. For some, making a commitment...
5 Reasons To Buy an Annuity

5 Reasons To Buy an Annuity

A few reasons to consider buying an annuity include the tax advantages, income for life and customization options for added benefits. The Annuity.org editorial team interviewed annuity buyers and financial experts to understand the best reasons to purchase one and how...

7 Keys to Pretirement Planning With Your Partner

Take these steps together to help you both get the retirement you want Retirement can last for decades, so the choices you make in the years leading up to it will have huge implications for your financial security, lifestyle and legacy during your golden years. They...
Annuities Rising in Popularity

Annuities Rising in Popularity

Get trusted annuities advice, news and features. Find annuities tips and insights to further your knowledge on kiplinger.com. Rising interest rates are making annuities more attractive to investors, so much so that annuity sales are smashing records set in 2008 during...
5 Ways To Kick Retirement Overspending

5 Ways To Kick Retirement Overspending

A budget is the best way to avoid running out of money in retirement Too many online shopping sprees. Frequent dinners at your favorite steak house. Pricey vacation getaways. And, of course, high inflation. Houston, we have a problem: Many retirees are spending way...
6 Things I Wish Someone Had Told Me Before I Retired

6 Things I Wish Someone Had Told Me Before I Retired

A recent retiree shares lessons learned late about saving money and spending time Everyone nearing retirement has a vision of what their road will be like once they clock out of the 9-to-5. Maybe that prophecy includes regular travel, longer trips to see the...