News•Mar 11, 2026
We're 62 and Plan to Sell Our $1.2 Million House to Retire, but Our Daughter and Grandkids Live With Us....
At age 62, a couple with $1.1 million savings and a $1.2 million home consider downsizing to fund retirement, but their daughter and two grandchildren currently live with them. Selling the house could generate roughly $500 k in equity, boosting their retirement portfolio and allowing greater flexibility. Financial experts advise offering targeted support—such as a rental deposit or monthly stipend—while setting a clear timeline for the daughter’s stay. Open communication is essential to balance family obligations with long‑term financial security.
By Kiplinger — Bonds
News•Mar 11, 2026
What I Didn't Know About Health Care FSAs Could Have Cost Me: Don't Make the Mistake I Almost Made
An employee enrolled in a $1,000 health care flexible spending account (FSA) discovered that unused funds can be lost unless the plan offers a grace period or rollover. The author learned that his plan provides a $660 rollover but no...
By Kiplinger — Bonds
News•Mar 11, 2026
Managing the Financial Dominoes of Special Needs Planning: A Practical Guide for Long-Term Security
Families of children with special needs face soaring care costs that can exceed $100,000 annually and outpace inflation, prompting a need for comprehensive financial planning. The article outlines how to estimate lifetime expenses, structure savings through special needs trusts, ABLE...
By Kiplinger — Bonds