Latest
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10 Most Tax-Friendly States for Retirees
retirement If you live in one of these tax-friendly states for retirees, your retirement savings could last longer.
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5 Year-End Financial Planning Strategies for a Down Market
Uncertainty might make you want to stand pat instead of making traditional moves for the next year, but there are some things you can do to take advantage of a depressed market.
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Kiplinger's Tax Map for Retirees: About Our Methodology
retirement Here's how we put together our Retiree Tax Map and related content.
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8 Times You Should Contact Your Financial Adviser
Whether you experience a job change or begin caring for aging parents, your financial adviser can help manage the impact on your financial plan.
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If Not a 60/40 Portfolio, Then What?
As the tried-and-true method struggles amid a weak bond market, strategies such as fixed-index annuities and buffer ETFs could help you weather difficult times.
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Where Is the Economy Heading? Velocity of Money Provides Clues
Financial adviser looks at the rate at which money is being spent in the economy for an idea of whether we’ll see a recession in 2023.
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4 Steps to Take if You Lose Your Job Near Retirement
Being let go from a job later in life can lead to financial disaster, but there are some things you can do to help lessen the damage.
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Doing Your Retirement Income Planning in the Right Order Matters
A strong retirement income strategy considers many factors, including the retiree’s unique financial resources and needs. How and when you tackle them is critical.
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What’s the Difference Between Average and Actual Rate of Return?
An average rate of return can mask losses over time, so what investors really want to keep an eye on is the actual rate of return.
