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Katie Brockman

Katie Brockman


Katie Brockman is a personal finance and retirement writer who enjoys geeking out about 401(k)s, budgeting, and Social Security. When she's not providing unsolicited financial and retirement advice to anyone who will listen, she enjoys reading, drawing and painting, and walking dogs at her local animal shelter.

Recent articles

woman putting money in piggy bank smiling retirement saving

3 Pitfalls of Only Using a 401(k) for Retirement

There are advantages to saving in a 401(k) plan, but other accounts have plenty of perks, too.

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Here's What It Takes to Save $2 Million By Retirement Age

Saving $2 million is a lofty goal, but it's not impossible.

older man sitting in the kitchen looking at a laptop

3 Ways to Prepare for an Earlier-Than-Expected Retirement

If COVID-19 forces you to retire early, here's what you should do.

older man sitting on a couch looking worried

3 Ways You Can Lose Your Social Security Benefits

Be sure you're aware of these issues before you begin claiming Social Security.

man holding money hundred bills

Penny Stocks, Fractional Shares, or Index Funds: Which Low-Cost Investment Option Is Right for You?

Each option allows you to invest at an affordable price, but some approaches are riskier than others.

social security card with dollar bills and coins

3 Reasons to Claim Social Security Benefits Early

Sometimes claiming sooner rather than later can be a smart financial move.

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Why S&P 500 Index Funds Are a Retiree's Dream Investment

One of the best ways to set yourself up for a comfortable retirement is to invest in an S&P 500 index fund.

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Study: Americans Are Underestimating This Key Retirement Factor

Not considering this important factor could potentially put your retirement at risk.

senior couple sitting on beach

Safer Than Social Security: This 1 Investment Can Be the Key to a Financially Secure Retirement

Social Security may not be as dependable as you think, but that doesn't mean you can't enjoy a comfortable retirement.

senior couple drinking coffee in the kitchen

3 401(k) Withdrawal Rules That Will Help Your Retirement Savings Last

Saving is only half the battle, and it's just as important to ensure you have a withdrawal plan in retirement.

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Why Investing in the Stock Market -- Even During a Recession -- Is the Best Way to Boost Your Retirement Savings

There are risks involved, but the potential rewards are worth it.

older couple sitting on a couch looking at documents and a calculator

Retirees: Keep Taxes From Eating Away at Your Social Security Benefits, 401(k), and IRA

Maximize your retirement income by understanding how taxes will affect your finances.

senior man and woman sitting at table resting their faces on their hands looking bored couple retirement

Is It Safe to Retire During a Recession? How the Stock Market Can Affect Your Retirement Savings

It can be tricky determining whether now is the right time to retire.

Bear wearing a mask stock market crash

Looking for the Best Stocks to Buy During a Recession? Here's What Warren Buffett Recommends

It's easier than you may think to invest wisely during tough economic times.

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3 Ways a Recession Could Affect Social Security and Your Retirement

As you're planning for retirement, be sure you've thought about how the recession could affect your senior years.

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How Index ETFs Can Help Recession-Proof Your Retirement Savings

You can't eliminate risk entirely when investing, but index ETFs can help.

worried older couple looking at documents

You Can't Rely on Social Security Alone in Retirement: 3 Steps for Saving More in Your 401(k) or IRA

Social Security may not be as dependable as it once was, so it's more important than ever to have a healthy retirement fund.

Young woman smiling while putting a dollar bill into a piggy bank

Only 1 in 5 Americans Is Making This Smart Investing Move

This opportunistic strategy can set you up for long-term financial success.

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Forget Penny Stocks: Why ETFs Are the Best Investments for Those Saving for Retirement

Investing in ETFs is a great way to grow your money while limiting your risk.

Hundred dollar bill with mask

1 Reason the Next COVID-19 Stimulus Bill Could Hurt Social Security

Social Security beneficiaries could be in for a big surprise if this proposal passes.