6 steps to retire when you want

Jane Bennett Clark, Senior Editor, and <i>Kiplinger's Personal Finance</i> •
Kiplinger

For some, the idea of retiring early is a dream nurtured over decades. For others, it’s the realization that they could walk away from their career right now and manage just fine. For still others, it comes as a virtual smack upside the head from a financial planner who asks why they’ve waited so long.

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What retirees must know about Medicare Advantage plans

Kimberly Lankford, Contributing Editor, and Kiplinger's Personal Finance •
Kiplinger

Medicare can cover most of your health care costs starting at age 65, but it leaves some big gaps: expensive deductibles and co-payments for hospital stays and doctor’s visits, and no coverage for prescription drugs. Most people supplement their Medicare coverage with a medigap plan and a Part D prescription-drug policy offered by private insurers.

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5 things fourth-quarter football strategy can teach you about retirement planning

CFP®, Phil Simonides, Group Vice President, and McAdam Financial •
Kiplinger

Football season is entering a critical stretch, and the thrilling nature of the games is boosting the sport’s popularity during this time of year. Have you ever watched a game and thought that the fourth quarter always seems to matter the most? As the game gets closer to the end, the pressure builds, and teams

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6 things married couples should talk about when planning for retirement

Fullerton Financial Planning, Steve Fullerton, Investment Adviser, and Co-Founder •
Kiplinger

When they discuss the future, couples in their 50s and 60s often put the focus on their children and grandchildren or the needs of their aging parents. If they get around to talking about themselves at all, they might discuss an upcoming vacation or something that needs fixing around the house. But what they tend

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The unsung role of budget planning in retirement

ChFC, president, Associates, Financial Dynamics, and Isaac Wright •
Kiplinger

Sometimes, the little things make a big difference. You probably remember the proverb about how for want of a nail, eventually, the kingdom was lost. As you edge toward retirement, you don’t want to lose your kingdom because of a detail you hadn’t figured on. Budgets and expense planning can be that overlooked little thing.

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