"Kiplinger" Articles

Weekend reading retirement health insurance costs Weekend reading retirement health insurance costs
Weekend Reading: 3 Ways Early Retirees Can Minimize Their Health Insurance Costs

If you’re planning on retiring before you’re eligible for Medicare coverage (age 65), one major component you’ll need to account for is healthcare.

Weekend reading higher taxes Weekend reading higher taxes
Weekend Reading: 7 Ways to Prepare for Higher Taxes

As past podcast guest, David McKnight, says, “The tax train is coming,” and we should all be ready. Experts believe tax rates will increase with each passing year, and on top of that, President Biden has proposed bills that would raise both corporate taxes and the long-term capital gains rate tax for anyone making more than $1 million per year.

Weekend reading fiduciary standard Weekend reading fiduciary standard
Weekend Reading: The Financial Fiduciary Standard Explained

Many buzzwords circulate the financial industry, and ‘fiduciary’ is one.

Weekend reading LTC women Weekend reading LTC women
Weekend Reading: A Woman's Guide to Long-Term Care

We're riding the wave of a longevity revolution, and for women, it means potentially facing some unique challenges in retirement.

weekend-reading-life-of-purpose weekend-reading-life-of-purpose
Weekend Reading: Living a Life of Purpose After Retirement: 3 Action Steps to Take

We often refer to retirement as a transition you make. Being “retired” isn’t your identity, and doesn’t define who you are as a person, because in this part of life, you have the opportunity to truly live out your purpose.

Weekend reading kiplinger retirement estate plan preview Weekend reading kiplinger retirement estate plan preview
Weekend Reading: Planning for Retirement Assets in Your Estate Plan

As part of our Retire With Purpose planning framework, we believe tax efficiency should act as a common thread throughout your investments, and that includes within your estate plan. Some assets make more sense to utilize in retirement, while others are better passed down to a beneficiary or charity.

Weekend reading kiplinger minimize tax strategies preview Weekend reading kiplinger minimize tax strategies preview
Weekend Reading: Why Today's Retirees Need to Pursue Tax-Minimization Strategies

Here’s a retirement reality check: Tax increases will affect you more today than they did for retirees in years past.

Weekend reading kiplinger nest egg cover Weekend reading kiplinger nest egg cover
Weekend Reading: Can You Retire With a Nest Egg That's Too Big?

We so often hear stories of not having saved enough for retirement, but what about the other end of the spectrum?

Weekend reading digital assets kiplinger preview Weekend reading digital assets kiplinger preview
Weekend Reading: What Happens to Your Digital Assets When You Die?

Think about all the valuable items you keep on your cell phone or computer. These might include photos, word doc files, or even cryptocurrency. Maybe you have a backup of these items on an external hard drive or in the cloud, but what happens if you’re no longer around to access those files?

Small business strategy Small business strategy
5 Tax Strategies for Small-Business Owners

Many small-business owners don't take full advantage of the opportunities available to them to reduce the amount they pay in taxes. Here are 5 often-overlooked tips to consider.

Independence Independence
Is Your Financial Adviser Truly Independent?

Even if the firm you’re working with uses the word “independent” in its name, you need to dig deeper to make sure your adviser is putting your best interests first.

You dont need a planner You dont need a planner
You Don’t Need a Financial Planner … Unless …

There are plenty of times when people can handle their investments, taxes and retirement planning themselves. Here's who can go it alone, and who should seek some advice. Which category do you fit into?