Managing an Incapacitated Loved One’s Money, Financial Fasting Trims Spending, Four Questions Before You Retire

Are You Taking Too Much Risk in Retirement? | Five Strategies to Prevent Regret After Your RSUs Vest | Tips for Managing Money for an Incapacitated Loved One Created for {EMAIL} | [Web Version]( October 25, 2023 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [Twitter]( [Building Wealth]( [Youtube]( [Building Wealth]( [SIGN UP]( ⋅ [WEBSITE]( [] Saving for Retirement [] [Are You Taking Too Much Risk in Retirement?]( [Are You Taking Too Much Risk in Retirement?]( (Getty Images) CFP Joe F. Schmitz Jr. recommends using a two-bucket plan, with a protection bucket and a growth bucket, to [protect your nest egg]( from market volatility so it lasts as long as you need it to. [] Investing [] [Five Strategies to Prevent Regret After Your RSUs Vest]( [Five Strategies to Prevent Regret After Your RSUs Vest]( (Getty Images) Having a plan to cover taxes, diversify and set goals can help [improve future outcomes]( with your restricted stock units, according to financial experts Travis Gatzemeier and Kevin Caldwell. [] Family Matters [] [Tips for Managing Money for an Incapacitated Loved One]( [Tips for Managing Money for an Incapacitated Loved One]( (Getty Images) Financial adviser Thomas C. West notes that choosing a decision-maker before anything happens is crucial when [preparing to manage an incapacitated loved one's money](. So is getting legal documents and financial planning in order. Featured Content Sponsored Content from Kiplinger Advisor Collective [Join the Kiplinger Advisor Collective Today]( Are you a seasoned financial professional with a wealth of experience waiting to be shared? Do you dream of expanding your influence within the industry and connecting with like-minded peers? The Kiplinger Advisor Collective is the ultimate platform for personal financial experts like yourself. [Find out more](. [] Retirement Planning [] [Your Retirement Reckoning: Four Questions to Ask]( Prepare for your moment of liberation from the daily grind, aka retirement, with the answers to these important questions about your next phase in life, courtesy of financial coach and author Richard J. Leider. [Read More]( [] Personal Finance [] [Financial Fasting Can Trim the Fat From Your Spending]( Taking a day or a week off from spending not only frees up cash to pay down debt or add to savings, but it can also help you reinvest in your relationships. Financial adviser Stephen B. Dunbar III explains how to do it. [Read More]( [Investors' Best Kept Secret: Bourbon]( Discover an investment where time is transformative, turning the spirit of today into the legendary expressions of the future. Investing in bourbon barrels with CaskX is the ultimate diversification strategy to hedge against inflation and volatility. [READ MORE]( ADVERTISEMENT: [] Also on Kiplinger [] - Five tax breaks for [paying your student loan]( - Seven [stocks to give your grandchildren]( - [Passport processing times]( speed up: The Kiplinger Letter - For the latest ways to earn 5% to 7% cash yield safely and reliably, plus 4 Model Portfolios to show you exactly where to put your money, [bank on Kiplinger Investing for Income]( 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. Our [flagship publications]( include [Kiplinger Personal Finance]( magazine, [The Kiplinger Letter]( [The Kiplinger Tax Letter]( [Kiplinger Retirement Report]( and [Kiplinger Investing for Income.]( All are regarded as the leading publications in their respective fields. Every day, millions of readers rely on our [free e-newsletters]( for help on everything from getting the best rate on a mortgage or car loan, to managing their businesses in an uncertain world, avoiding an IRS audit, building wealth for a secure retirement, or investing wisely in any kind of market. Now it’s your turn to reap all the rewards Kiplinger has to offer. Visit [Kiplinger.com](, your gateway to all of the above and much more. Check in any time for our latest advice on how to make more money, and keep more of the money you make. Stay right on the money, with Kiplinger. [Sign Up]( | [Print Publications]( | [Unsubscribe]( [Privacy Policy]( | [Cookies Policy]( | [Terms and Conditions]( CONTACT US: [FEEDBACK](mailto:alerts@kiplinger.com) | [ADVERTISE]( Future US LLC © Full 7th Floor, 130 West 42nd Street, New York, NY, 10036