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Retiring soon? Keep your relationship strong by discussing these three questions with your partner before handing in your notice.
What things do you do, if any, that benefit your spouse based on your retirement? I'm in education so I've had summers off for many many years. He's always been happy for me to be off in the summers a...
Women's longer life expectancies mean their long-term care coverage should feature longer benefit periods, higher payout amounts and robust inflation protection.
It’s horrible to have all those dreams so mercilessly set aside when one partner leaves before you get to enjoy retirement together. But it happens. And when it does, the surviving partner has to adju...
Spouses who collect substantial Social Security benefits may see a significant drop in income when one dies. These annuities can help make up for the loss.
If you start optimizing your taxes now, you can head off the inevitable tax consequences waiting for you when RMDs kick in — and when your family inherits.
According to an Indeed Hiring Lab analysis, women now hold more payroll jobs than men in America. It's only the third time this has ever happened. The first two times, during the Great Recession and j...
Even people who work in financial services have questions when a layoff happens right before retirement. Here are five issues that need to be addressed.
I've been retired for several years (I am older) and have enjoyed a peaceful life. I love birdsongs am fine with ambient sounds, and have an active life with socializing, exercise, book group, gardeni...
Adviser Intel contributors have been discussing the risks of letting your spouse handle the family finances. How much do you know?
The Social Security decision for the higher earner in an age-gap marriage is tricky, as claiming age can determine a widowed spouse's income for years.
It seems like retiring enables people to finally live the way we want without forces pushing us to center. For example, we have all day to decide our own activities instead of being corraled in by wor...
I am 63 and married for 30 years - husband is 67 and retired from corporate 2+ years ago. We are financially sound - our FA says we are in great shape with nothing to worry about and that I can retire...
Have been talking with my (59) wife (54) about retiring at 60. She's been rightfully a bit apprehensive even after reviewing our accounts with 2 fiduciaries. Thursday evening I experienced chest press...
My wife and I are both retired, both upper 60’s, and both have SSI accounts, but haven’t started taking them yet. I’m reasonably healthy, but she is too, and statistically, she’s likely to outlive me....
Noncitizens don't get the unlimited marital deduction. Learn how the QDOT bridges this gap to defer estate taxes and protect your family's legacy.
I've been retired for 2 years as of June 1. My wife has decided to pull the trigger as of the end of June, with her last day (using vacation for the rest) on June 12. We've been talking about the 'nex...
My husband's new diagnosis has me reeling; how do I protect our $1.6 million savings?
We're 73, with $2.1 million and $4k a month in Social Security. My husband says we can't afford to help our grandson. Who's right?
We’re New Yorkers with $3.8M. We plan to retire in South Carolina. My wife worries about making friends, but I don't. Am I being unrealistic?
We're 67 with $5.8 million after years of scrimping. I want to spend $300K on much-needed home renovations and a new car. How do I get my wife to say "yes"?
My 62 year old wife is being treated for stage three breast cancer, and she is currently receiving care via Medicaid. She does not have any income of her own, she is not now receiving any Social Secur...
We are 68 and retired with $6.8 million. I just want to help our adult kids pay for daycare and camp for our grandchildren. Should I stop?
Since 2009, I've been writing about all the ups and downs of my financial independence journey, the good and the bad. What I can clearly say is that who you partner with in life is one of the most imp...
We just retired at 67 with $4.1 million. My husband wants to keep 50% of our investments in stocks. I say it's not worth the risk. Who's right?
Even with our solid nest egg, it's not clear if we should self-insure or buy long-term care insurance.
This parent could use help planning a tour of colleges across the country. Is AI up for the challenge?
She thinks we should reconsider because of the political and economic situation. I want to go now. Who's right?
We retired last year at 67 with $3.1 million. My husband works two days a week, but it's interfering with the travel I want to plan. Help!
We retired with $4.6 million. Even so, our Medicare Advantage plan limits coverage when we travel or want to see a specialist. How can I convince my wife to switch?
We asked wealth planners if "tithing" (donating 10%) in retirement could be done prudently.
We asked wealth planners how to protect a nest egg when one spouse is a spendthrift.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
We're 54 with $1.8 million saved. My wife wants to start a college fund for our grandchild, but I think we should keep funding our retirement. Who is right?
I want to retire now and pay for health insurance until we get Medicare. My wife says we should work 10 more months. Who's right?
We are 66 and have reached our retirement savings goal. Our plan is to travel, but my husband can't seem to let go of work.
I’m retired and wife now wants to retire and added she wants to buy a sprinter van and dive all over the USA. She thinks this may be more economical than flying, renting car and staying in motel. Ther...
Should you get the same Medicare coverage as your spouse? As in most things in life, the answer is it depends.
We've paid off our mortgage, have $970K in savings and $5K each month from Social Security. Kiplinger asked wealth planners for advice.
I retired at 62 (now 63) in June 2025,and I have a Roth IRA with 15% and traditional IRA with about 85% of total. My wife is 64 and still working to pad her retirement and for our health insurance. I ...
When working I would have a list of things to do around the house. I like having a list. Whenever my wife wanted me to do something she would add to the list. She was not impatient because I worked fu...
Divorce does not automatically change who will inherit your 401k. Make sure you know the rules and update your plans.