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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 Retiring Rich Even if You Aren't Wealthy

It's easier than you may think to build a robust nest egg.

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1 Big Reason You May Regret Claiming Social Security at 62

Claiming early could potentially be a big mistake.

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3 Ways Your Social Security Benefits Could Increase in 2021

You may start collecting higher monthly payments. Here's how.

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3 Ways to Boost Your Social Security Benefits by $1,605 per Month

You can potentially double your benefit amount in three steps.

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This Is the Salary You Need to Collect $3,148 per Month in Social Security Benefits

Your income makes a huge difference in the size of your monthly checks.

Younger man sitting on a couch writing

1 Retirement Planning Move That Could Potentially Eliminate Your Future Taxes

This strategy can help keep Uncle Sam away from your savings.

older man holding hundred dollar bills

Here's How to Boost Your Retirement Income With Zero Effort

Want to earn a steady paycheck in retirement? Invest in these stocks.

senior woman stressed worried couple

4 Million Americans May Be Forced to Retire Early Due to COVID-19. Here's How to Prepare

The future may be uncertain, but that doesn't mean you can't prepare for it.

senior couple sitting on a couch petting a dog

Washington's New Retirement Bill Could Be Great News for Seniors

The proposed legislation could make it easier to prepare for retirement.

senior couple holding hands on the beach

3 Little-Known 401(k) Perks That Can Give Your Savings a Boost

These subtle perks can make a big difference when saving for retirement.

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This Sneaky Retirement Planning Mistake Could Cost You More Than You Think

You could be missing out on tens of thousands of dollars by accessing your retirement funds too soon.

senior couple looking at laptop and documents

3 Social Security Regrets That Could Wreck Your Retirement

Don't let these regrets about actions taken and/or things left undone can sabotage your senior years.

man and woman relaxing in lounge chairs on a beach in the Maldives -- mature couple vacation early retirement

3 Steps to Retiring Early Even if You Have No Savings

Even if you're starting from zero, early retirement may still be within reach.

mature couple talking to financial advisor POC

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

You could be limiting your money's potential by only investing in a 401(k).

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

3 Moves to Ensure You're a Retirement Multi-Millionaire

This goal is more achievable than you may think.

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1 Simple Move That Can Turn $40 per Month Into $71,500 by Retirement Age

It's easier than you may think to significantly increase your savings.

senior couple drinking coffee in the kitchen

Retiring in 2021? Make Sure You've Done These 3 Things

These moves can ensure you get off to a good start in retirement.

older man holding hundred dollar bills

4 Unexpected Sources of Retirement Income

Give your savings a boost with these sources of income.

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3 Signs You're Ready to Claim Social Security

If you've done each of these things, now might be the right time to claim Social Security.

mature senior woman sitting at table in front of computer looking at receipts paying bills documents finance

3 Reasons a Roth IRA is a Perfect Supplement to Social Security

This type of retirement account can help your savings go further.