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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

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3 Steps to Become a Retirement Millionaire

Even if you're not wealthy, you can retire a millionaire by following these suggestions on investing.

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3 Things Budgeting All-Stars Do

It's easier than you think to take your budgeting skills to the next level.

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3 Things You Must Do Before You File For Social Security Benefits

Taking these steps before you begin claiming can ensure you're receiving as much money as possible.

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3 Social Security Misconceptions That Could Cost You Big Time in Retirement

These myths could affect how much you'll receive in benefits.

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Only 16% of Workers Are Doing This 1 Thing to Prepare for Retirement

This trick can supercharge your savings, but most people aren't using it.

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3 Signs You're Likely to Retire Rich

If you're doing these three things, there's a good chance you're financially on track for retirement.

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3 Ways Taxes Could Be Sabotaging Your Retirement Income

With a little preparation, you can potentially lower your tax bill and stretch every dollar in retirement.

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3 Retirement Moves You'll Regret

Don't be asking "What if?" in your later years.

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55% of Americans Are Unhappy With Their Finances. Here's What to Do About It

No matter how much you may be struggling with your money, there are a few things you can do right now to turn your situation around.

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50% of Adults May Be Making This Devastating Retirement Mistake

Left unchecked, this simple mistake could cost you a fortune.

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You Only Have 1 Chance to Use This Little-Known Way to Boost Your Social Security Benefits

By making this smart Social Security move, you could significantly increase your benefits.

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The Smart Social Security Strategy That No One's Talking About

This little-known strategy could make for a much more comfortable retirement.

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22% of Americans Are Putting Their Entire Financial Situation at Risk

This simple money mistake could wreck your financial future.

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Planning on Moving During Retirement? It Could Affect Your Social Security Benefits

If you're thinking about moving later in life, make sure you know how it will affect your after-tax Social Security.

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There's a Surefire Way to Improve Your Finances -- and Only 19% of Workers Recognize It

Millions of Americans struggle with money, but few are taking advantage of this way to improve their situation.

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1 Social Security Myth That Could Cost You Thousands

Not understanding this aspect of Social Security could be a mistake that affects you for the rest of your life.

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3 Ways You Could Be Unknowingly Sabotaging Your Social Security Benefits

You might be hurting your monthly checks without even realizing it.

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1 Social Security Mistake That Could Dramatically Reduce Your Benefits

You may not even realize you're making this mistake, but it could significantly limit your monthly checks.

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3 Social Security Tips That Could Do More Harm Than Good

These pieces of advice may sound good at first glance, but they could potentially be dangerous.

man sitting at table with dollar bills and coins in front of him cash money

How Saving Regularly Can Help Reduce Financial Stress

It's a simple move that can have a positive effect on your entire financial situation.