Kathryn Pomroy
- Indexed articles, last 90 days
- 6
- Latest publication
- Sep 27, 2026
- Outlet visibility, for Kiplinger
- Top 100K sites
- Earliest in this view
- Jul 30, 2026
Latest articles
No One Wants to Ask Their Aging Parents About Their Finances, But Here's How (opens the original)
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Asking about your parents' finances can feel awkward until an emergency hits. You've procrastinated for years, but now, here you sit across from your parents at the kitchen table, talking about the grandkids or their last vacation, and a quiet voice in your head starts whispering about the urgency to ask the important questions: But you worry this conversation might sound as if you're angling for an inheritance, so you keep quiet. That scenario might be especially familiar to Gen Xers, many of w
Lessons From Dolly Parton: 7 Steps to Try to Avoid Estate Disputes (opens the original)
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For years, Dolly Parton insisted she didn't want to leave her family with a "mess" after her passing. She had no children, and her husband of over 50 years, Carl Dean, died in 2025. Because her estate involves much more than basic financial accounts — encompassing her brand, song catalog, theme park, charities, and a large extended family — she took proactive steps. Following her death on August 25, reports indicate she used trusts, business entities and financial managers to keep the majority o
8 Ultra-Wealthy Estate Planning Secrets You Can Borrow Today (opens the original)
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The ultra-wealthy don't just have more money than 62% of Americans. They have a handful of estate-planning secrets to help protect and pass on their wealth. From revocable trusts and Roth conversions to tax-efficient investments, these high-level tactics are designed to minimize taxes, shield assets, and create a lasting legacy. And what a legacy. Baby boomers are expected to pass down $84.4 trillion to their heirs by 2045 as part of the "Great Wealth Transfer." Roughly half of that amount will
Think You Need $1 Million to Retire? 6 Reasons a 'Modest' Nest Egg Is Plenty (opens the original)
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Think you need $1 million or more to retire happily? You're not alone. Northwestern Mutual's 2026 Planning & Progress Study found that Americans think they need $1.46 million to retire comfortably. High-net-worth Americans think they need even more — an average of $2.67 million. Meanwhile, conventional wisdom says you should save at least 10 times your annual salary. But here's the reality: many retirees do just fine with far less. You don't have to spend your entire working life chasing a seven
8 Signs You’ll Thrive in Retirement, Even If You're Afraid to Make the Leap (opens the original)
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Sometimes, punching the clock for the very last time can feel more unsettling than exciting, even if your biggest fear isn't running out of money. Instead, it might be losing the daily structure, work friendships, or the purpose and identity that the workplace provided. The good news? There are both practical and psychological signs that you're truly ready for retirement, and on your way to enjoying one of the best chapters of your life. Here are 8 key signs you'll thrive in retirement — even if
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