Dick Van Dyke and 3 Retirement Baskets, Tax Advantages With Option Contracts, 5 Important Financial Wellness Dos

In Retirement, Put Your Eggs in These Three Baskets | Five Financial To-Dos to Help You Stay on Track This Year | Stamp Prices Set To Rise (Again) Created for {EMAIL} | [Web Version]( January 16, 2024 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [X]( [Youtube]( [Instagram]( [SIGN UP]( ⋅ [WEBSITE]( [] Top Story [] [In Retirement, Put Your Eggs in These Three Baskets]( [In Retirement, Put Your Eggs in These Three Baskets]( (Getty Images) Dick Van Dyke has been quoted as saying, “I found out retirement means playing golf, or I don’t know what it means. But to me, retirement means doing what you have fun doing.” This is a mindset shift that may be helpful for those who are uncertain about the future. As you focus on retirement, think about retiring to something, not retiring from something, writes financial planner Pete Belcastro. As part of this process, [divide your retirement money into three sectors](. [] Debt Management [] [Five Financial To-Dos to Help You Stay on Track This Year]( [Five Financial To-Dos to Help You Stay on Track This Year]( (Getty Images) From taxes to asset allocation to legacy planning, there are several areas of wealth management to consider — and they can be difficult to correct once they’ve veered off track. Financial adviser Stephen B. Dunbar III [l]([ists five steps]( you can take to stay on top of your financial wellness — and carry that momentum all through the year. [How to Earn a Tax-Advantaged 10% Dividend Yield]( The average annual return of commercial real estate over 20 years is roughly 9.5%, nearly 1% greater than the S&P 500's average annual return of 8.6%. The CRE Income Fund pays an annual 10% dividend yield and is a long-term strategy that returns over $25,000 for every $10,000 invested over the next ten years. [READ MORE]( ADVERTISEMENT [] In Case You Missed It [] [Stamp Prices Set To Rise (Again)]( [Stamp Prices Set To Rise (Again)]( (Getty Images) A USPS price hike takes effect next week, with [the cost of stamps and other mailing services rising](. This marks the fifth price hike in three years. [] Bonds [] [I-Bonds: How Do They Work, How Are They Taxed, and Where to Buy Them]( [I-Bonds: How Do They Work, How Are They Taxed, and Where to Buy Them]( (Getty Images) Series I saving bonds issued from now until May offer an increased interest rate due to high inflation. The high rate makes them popular with risk-averse investors. [How do they work](? [Have This Much Money? You May Want a Financial Advisor]( Money can't buy happiness, but research finds that if you have this much in household assets, hiring a financial advisor could help heighten your satisfaction levels. Just how much money do you need? [LEARN MORE]( ADVERTISEMENT [] Stocks [] [Cannabis Trends to Watch For]( Cannabis trends and investment activity in 2024 are likely to be influenced by election outcomes and the reclassification of cannabis at the federal level. [Read More]( [] Travel [] [How to Get a Refund for a Delayed or Canceled Flight]( Travelers can turn to these flight refund guidelines when their plans are disrupted by bad weather or airline mishaps. [Read More]( [Is your money working hard enough?]( It should be! Learn how Betterment’s automated investing and savings technology can make your money hustle, while you don't. [LEARN MORE]( ADVERTISEMENT [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. 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:mailto:alerts@kiplinger.com) | [ADVERTISE]( [Future]( Future US LLC © Full 7th Floor, 130 West 42nd Street, New York, NY, 10036