Is Your Post-Retirement Stack Up?, Estate Planning Refresher, 5 New Phone Scams to Beware Of

It's Estate Planning Week: Here's How to Get Started | 5 Phone Scams You Need to Beware Of Now | Senate Moderates May Soon Be an Endangered Species Created for {EMAIL} | [Web Version]( October 17, 2023 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [Twitter]( [Youtube]( [Instagram]( [SIGN UP]( ⋅ [WEBSITE]( [] Top story [] [It's Estate Planning Week: Here's How to Get Started]( [It's Estate Planning Week: Here's How to Get Started]( (Getty Images) You're not getting any younger and you've built up your finances – don’t you want to make things easier for your loved ones after you pass away? This Estate Planning Week, financial planner Shane Cummings takes the opportunity for a refresher on [everything you need to know about how estate planning works](. [] Personal Finance [] [5 Phone Scams You Need to Beware Of Now]( [5 Phone Scams You Need to Beware Of Now]( (Getty Images) Americans are now receiving an average of 14 spam calls per month. Even with targeted advancements to prevent junk calls, scammers have simply switched tactics to continue cheating consumers out of money. A new report has identified the top phone scams of 2023. [Find them here](. [Expert-Built Portfolios to Match Your Goals]( No matter your level of experience, you can work with our financial advisors to create your personalized investment plan. Schedule your complimentary financial planning session today with J.P. Morgan Personal Advisors. [Invest with No Advisory Fee for 6 Months](. [GET STARTED]( INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE ADVERTISEMENT [] In the News [] [Senate Moderates May Soon Be an Endangered Species]( [Senate Moderates May Soon Be an Endangered Species]( (Getty Images) The latest casualty: Mitt Romney (R-UT). The Senate may lose most of its moderates in the next election cycle, for to two primary reasons. The Kiplinger Letter [team breaks them down]( while helping you understand what is going on in the U.S. political landscape and what we can expect to happen in the future. [] Retirement [] [How Is Your Post-Retirement Stacking Up?]( [How Is Your Post-Retirement Stacking Up?]( (Getty Images) Financial planning doesn’t stop at retirement, so it’s important to keep track of how much income you actually need, what your income sources are, and more. To make sure your post-retirement plan is stacking up, financial planning expert Chuck Cavanaugh says to [ask yourself these three key questions](. [6 Retirement Strategies to Help Make Your Money Last]( Retirement is a time of reflection, and it's not uncommon for retirees to ponder the "what ifs" and "if onlys" that arise in hindsight. [READ MORE]( ADVERTISEMENT [] Investing [] [Why You Should Invest In Health Care Stocks]( Healthcare stocks have had a rough few years. So why invest in them? For one, the sector is less volatile than others. [Read More]( [] Taxes [] [Pink Tax: What Does Price Discrimination Cost Women?]( Now is a good time to look at the “pink tax”—gender price discrimination that’s banned in many states but costs women millions of dollars each year. [Read More]( [Take Your Retirement Plan to the Next Level]( Vanguard Personal Advisor is built to provide you an ongoing collaboration with our professional advisors -- no matter where you are. Our advisors are salaried and don't earn commissions, so they'll always put your best interests first. [Take the first step with Vanguard today]( Paid non-client promotion [GET STARTED]( ADVERTISEMENT ABOUT KIPLINGER When we write about money, we get it right. So the decisions you make with your dollars are also right. Kiplinger is a trusted provider of unbiased financial advice, objective business and economic forecasts, and practical help to millions of business professionals, investors, and individuals seeking to make more profitable decisions with their money. 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