A Kiplinger report examines a retired couple’s $15,000 annual hybrid-policy proposal, including coverage, tax costs and questions to resolve.
Should We Buy Hybrid Long-Term Care Insurance In Our 60S?
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Retirement Planning
201 posts
AJ Bell Cuts Fee On Ready-made Pension – How Does It Compare To The Rest Of The Market?
AJ Bell cut its ready-made personal pension charge from 0.45% to 0.35% on 14 October. The available report gives limited detail for market comparisons.
The Biggest Social Security Mistake Isn’t Claiming Too Early
A Kiplinger report on a worker weighing Social Security timing shows why income, work plans, taxes and personal priorities matter alongside benefit size.
Shield Your Assets Before The 5-Year Medicaid Clock Runs Out
Kiplinger reports on Medicaid Asset Protection Trusts and the five-year look-back. Rules vary by state, and a trust does not guarantee eligibility.
They Retired With $10 Million. Should They Invest Aggressively?
A retired couple with about $10 million asks whether an aggressive portfolio fits their income, spending needs and inheritance plans.
Late-Career Job Loss? 3 Ways To Protect Your Retirement
Kiplinger outlines ways workers in their 50s and 60s can prepare for job loss, protect savings and review retirement choices.
Can A 64-Year-Old Retire And Count On ‘Shaky’ Social Security?
A retirement analysis says $1.6 million may cover a 64-year-old’s plan, but taxes, Medicare, inflation and potential Social Security cuts matter.
Keep Your Kids From Falling Into The Early Inheritance Trap
A Kiplinger report examines how staged gifts and incentive trusts may help families support adult children while limiting rigid rules and unintended harm.
Ready To Retire? Ask Your Spouse These 3 Questions First
A Kiplinger report says couples should discuss shared finances, time at home and everyday routines before choosing a retirement date.
Should You Unlock Your Property Wealth To Fund Retirement?
MoneyWeek reports that more than half of UK savers do not expect enough retirement income, prompting questions about equity release and its risks.
