Great Places to Retire Near the Beach, Should You Enroll in Medicare While Employed?, Wealth Transfer is More Than Money

Wealth Transfer Is About More Than Just Money | Are Bonds Back? A Fresh Look at Fixed Income in 2024 | 28 Great Places to Retire Near the Beach Created for {EMAIL} | [Web Version]( April 1, 2024 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [X]( [Youtube]( [Instagram]( [Retirement Tips]( [SIGN UP]( ⋅ [WEBSITE]( [] Estate Planning [] [Wealth Transfer Is About More Than Just Money]( [Wealth Transfer Is About More Than Just Money]( (Getty Images) [True wealth]( for an individual or household lies in the wellbeing of a flourishing family unit. Families have many [forms of capital beyond money](. Alex Kirby, CEO of Total Family Management, explains five of them, plus ways to easily 'transfer' them to younger generations. [] Investing [] [Are Bonds Back? A Fresh Look at Fixed Income in 2024]( [Are Bonds Back? A Fresh Look at Fixed Income in 2024]( (Getty Images) Bonds and fixed-income investments have faced huge shifts, particularly in response to [monetary policies and economic conditions](. Financial planning executive Adam Lampe shares why investors might [consider longer-term fixed-income securities]( to lock in higher yields. [How to write your will in 10 easy steps]( Your will is one of the most important legal documents you'll make. With it, you take control of your legacy and protect the people you care about the most. So how do you write one? Here are ten simple steps to help you write your last will and testament in less than an hour. [READ MORE]( ADVERTISEMENT [] Retirement Lifestyle [] [28 Great Places to Retire Near the Beach]( [28 Great Places to Retire Near the Beach]( (Getty Images) Studies have found that closer proximity and frequent visits to bodies of water correlate to higher reports of wellness. Even if you can't quite afford a [pricey oceanfront home]( for your retirement, you can still enjoy the benefits of [retiring to a beach in a U.S. hotspot]( from our list. [] Medicare [] [Should You Enroll in Medicare if You Still Have a Job?]( [Should You Enroll in Medicare if You Still Have a Job?]( (Getty Images) With our nation's record-setting [surge of people turning 65](, a question asked more frequently than ever is: "Should I enroll in Medicare if I am still working?" Jae Oh, CFP, walks through how you can [time your Medicare application for optimum benefits]( while avoiding costly penalties. [6 Common Retirement Planning Myths]( Financial myths can make it difficult to plan your retirement — and then stick to that plan. When mapping out your retirement years, it's critical to have the right information. [READ MORE]( ADVERTISEMENT Featured Content Sponsored Content from Kiplinger Retirement Planning 2024 [Plan and enjoy a worry-free retirement.]( Whether you've already left the workforce or you're just beginning to think about it, [Kiplinger Retirement Planning 2024]( will show you how to maximize your 401(k), select top-performing investments, get the most from Social Security, protect your estate, ensure affordable top-notch health care and much more. [Click to see table of contents.]( [] Retirement Planning [] [How to Ride Out Retirement's Go-Go, Slow-Go and No-Go Years]( [How to Ride Out Retirement's Go-Go, Slow-Go and No-Go Years]( (Getty Images) When [planning for retirement](, expect to do the expensive stuff early on, when you're healthier, then slow things down as you get older. Investment adviser Scott M. Dugan walks through each phase and explains why [a truly satisfying retirement]( involves more than just stable finances. [5 Things You Want From Your Retirement Income Plan]( Here's what Go2Income plan holders say about their retirement income objectives: 1. Don't Run Out of Money 2. Grow Income Each Year 3. Leave a Legacy for Kids 4. Build a Reserve Fund for Unplanned Expenses 5. Increase Spendable Income by Reducing Taxes We can help you balance your objectives with a complimentary Go2Income plan. [Order Your Plan]( ADVERTISEMENT [] Insurance [] [How Life Insurance Can Help You Preserve Your Wealth]( [How Life Insurance Can Help You Preserve Your Wealth]( (Getty Images) At its core, [estate planning]( is about ensuring that your assets are distributed according to your wishes once you've passed away. Justin Stivers, Esq., details how [life insurance]( can provide liquidity for pressing expenses after you pass while minimizing estate taxes. [] RELATED KIPLINGER ARTICLES WE THINK YOU'LL ENJOY [] [New List Out On Medicare Part B Drugs Eligible for Rebates]( Some Medicare beneficiaries may pay lower coinsurance rates from April 1 to June 30 for the drugs. [Use An iPhone? You May Be Hearing From A Class-Action Lawsuit Group]( A handful of suits against the iPhone maker seek to crack down on everything from app store purchases to messaging. [The 15 Most Expensive Housing Markets in the U.S.]( The most expensive housing markets in the U.S. have an average home price almost three times the national average. [Sign up free for A Step Ahead: Guidance on how to navigate today's challenges to business, the economy, and financial markets.]( ABOUT KIPLINGER When we write about money, we get it right. So the decisions you make with your dollars are also right. 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