How to Save on Taxes Now and in Retirement

PLUS: Thinking of Refinancing? Do This First [VIEW IN BROWSER]( [Kiplinger Special Report]( BUILDING WEALTH [5 Strategies for Tax Planning Now and in Retirement]( Tax planning is one of the best things you can do to keep more money in your pocket in retirement. Mike Piershale of Piershale Financial Group lists some specific things to consider when planning for your taxes in the future. Plus: [How Filing Your Tax Return Early (or Late) Could Boost Your Third Stimulus Check]( [READ MORE]( [What to Do First Before You Refinance Your Mortgage]( With mortgage rates hovering near all-time lows, refinancing is on many homeowners’ minds right now. Are you a good candidate? Chad Chubb of WealthKeel has some answers. Plus: [Stocks Had a Big Year. Should You Sell Some to Buy a Second Home?]( [READ MORE]( SPONSORED CONTENT FROM NORTHERN TRUST [The Wealth Planning Trifecta]( [These are Your 3 Financial Advisors in Your Area]( The confluence of record low interest rates, high exemption amounts and an uncertain future for tax policy make it an important time to revisit your wealth plan. Take action now with strategies from Northern Trust. [READ MORE]( [How to Invest a Windfall]( Did your job give you a big bonus this year? Or maybe you came into some family money that you now want to invest. Financial planner Ryan Halpern explains the pros and cons of both dollar-cost averaging and lump-sum investing methods. Plus: [Planning for Early Retirement When You Have Equity Compensation]( [READ MORE]( [How Grandparents Can Help Their Kids to Raise Financially Responsible Grandkids]( Your job isn’t to spoil your grandchildren, it’s to spend quality time with them, teach them and lead by example. Neale Godfrey of Children's Financial Network offers these three tips to form a healthy relationship as a friend and money mentor. Plus: [How to Not Financially Paralyze Your Children]( [READ MORE]( [Are You Prepared for Health Care Costs While in Retirement?]( Yes, health care can be expensive in retirement, but there are some things you can do now to get your ducks in a row, writes Matthew Stratman of Western International Securities. Plus: [Even in Good Times, a ‘Silent Stalker’ Can Raid Your Retirement Plan]( [READ MORE]( SPONSORED CONTENT FROM VANGUARD PERSONAL ADVISOR [Vanguard Advice to Help Maximize Your Income in Retirement]( At Vanguard, we're invested in you. Which is precisely why we've created Vanguard Personal Advisor Services®, providing remote access to expert financial advisors, real-time goal tracking, and more confidence you'll meet your goals. There's never been a more perfect time to get started. [READ MORE]( ALSO ON KIPLINGER [How Annuities Are Taxed]( [Small-Business Owners Can Be Divided into 2 Camps – Which Are You?]( [Sign Up Free for Kiplinger's Retirement E-Newsletter to Plan for and Make the Most of a Richly Rewarding Retirement]( [Kiplinger] [Facebook]( [Twitter]( [LinkedIn]( Send this to a friend. [Click here.]( All content ©2021 The Kiplinger Washington Editors 1100 13th Street, NW, Suite 1000 Washington, D.C. 20005 Thank you for subscribing to Building Wealth, a free weekly e-newsletter where financial pros across the country share best practices and fresh tactics to preserve and grow your wealth. If you ever wish to stop receiving this service, please [click here to unsubscribe](.