How to Overcome Common Retirement Fears, Seven Steps to Plan for Every Aspect of Retirement, Big Estate Planning Mistakes and How to Avoid Them

How to Get on the Same Financial Page as a Couple | If You're Retired, Do You Still Need Life Insurance? | Seven Steps to Plan for Every Aspect of Retirement Created for {EMAIL} | [Web Version]( February 14, 2024 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [X]( [Building Wealth]( [Youtube]( [Building Wealth]( [SIGN UP]( ⋅ [WEBSITE]( [] Couples & Money [] [How to Get on the Same Financial Page as a Couple]( [How to Get on the Same Financial Page as a Couple]( (Getty Images) Starting with knowing where your significant other is coming from and why can help you [address your money differences as a couple](, according to financial planner Kelly Gallimore. [] Insurance [] [If You're Retired, Do You Still Need Life Insurance?]( [If You're Retired, Do You Still Need Life Insurance?]( (Getty Images) It depends, says CFP Evan T. Beach, but in general people tend to be underinsured early in life and overinsured later in life. Before making any decisions, it's best to [get a needs analysis](. [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 [] Retirement Planning [] [Seven Steps to Plan for Every Aspect of Retirement]( [Seven Steps to Plan for Every Aspect of Retirement]( (Getty Images) It's more than just getting paperwork in order, making a plan for Social Security and strategizing on taxes. Your bucket list needs some attention, too. Investment adviser Josh Leonard outlines [the seven steps to take](. 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](. [] Estate Planning [] [Five Big Estate Planning Mistakes and How to Avoid Them]( Estate attorney Allison L. Lee writes that improper or insufficient estate planning can lead to complications for your loved ones and thwart your legacy. And don't forget to include your pets! [Read More]( [Vanguard vs. Fidelity vs. Schwab]( Who are you partnered with? See how these popular brokerage firms stack up when it comes to fees, resources, and specific services, so you can decide on the right fit for you. [LEARN MORE]( ADVERTISEMENT [] Retirement Management [] [Common Retirement Fears and How to Overcome Them]( Are you ready for retirement but uncertain about what comes next? You're not alone, according to CFP Erin Wood. Proactive planning can help ensure your path to a happy retirement. [Read More]( [Fact vs Fiction: Breaking Down 6 Retirement Planning Myths]( What do you need to know about retirement planning? Learn about mistakes to avoid by reading our breakdown of 6 common retirement planning myths. [READ MORE]( ADVERTISEMENT [] RELATED KIPLINGER ARTICLES WE THINK YOU'LL ENJOY [] [Provenance plays a vital role in car collecting]( A car owner's celebrity status can make or break the value of a collector vehicle. [Five ways to harness your financial firepower in the Year of the Dragon]( Look to the dragon's strong passionate and creative attributes to help guide your financial year. [Why can't you ever use your timeshare?]( If your timeshare never seems to be available to you, that could be because your bookings are competing with non-timeshare-owning customers. 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