Kiplinger reports on Medicaid Asset Protection Trusts and the five-year look-back. Rules vary by state, and a trust does not guarantee eligibility.
Shield Your Assets Before The 5-Year Medicaid Clock Runs Out
Browsing Category
Retirement Planning
208 posts
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.
German Bond Market Sees Record High Net Sales In July 2026
Germany’s bond market experienced its highest net sales in July 2026, according to Bundesbank data, signaling increased investor interest amid economic shifts.
Half Of Americans Live Paycheck To Paycheck, And 74% Expect No Relief In The Year Ahead
A new survey shows 50% of Americans are living paycheck to paycheck, with 74% expecting no financial relief this year, highlighting ongoing economic strain.
Housing Costs in Retirement: The Truth About Planning Around It
Understanding housing costs in retirement is crucial for financial security, and knowing the facts can help you plan wisely—discover how to stay ahead.
