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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Decided to Take Social Security? Do These 3 Things First

Before you begin claiming benefits, make sure you've thought about the decision carefully.

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3 Investing Moves You Should Never Make During a Recession

These risky moves could seriously cost you.

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3 Reasons to Claim Social Security Benefits Early

Sometimes claiming as early as possible can make for a more financially secure retirement.

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

3 Investing Rules That Can Get You Through the Next Stock Market Crash

Another stock market crash could be on the way. Here's how to prepare.

man sitting in front of a laptop looking worried

How a COVID-19 Second Wave Could Affect Your Retirement

A second wave of the coronavirus might be on the way, and it could have a huge impact on your retirement plans.

man stressed with market crash

1 Thing That Can Save Your Retirement If There's Another Stock Market Crash

Another major downturn could put your retirement at risk, but there's one thing you can do to protect yourself.

market crash decline bad investment stock drop

3 Reasons Not to Worry About the State of the Market

The stock market may be volatile right now, but that shouldn't be cause for concern.

older man sitting in the kitchen looking at a laptop

The Social Security Risk Older Adults Don't Know They're Taking

It may seem harmless, but it could cause major problems in retirement.

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

3 Signs It's Not the Right Time to Retire

Even if you think you're prepared, there are a few warning signs you're not quite ready to retire.

elderly man sitting alone at large table in gray house and eating from a bowl -- senior lonely loneliness sad

3 Mistakes That Could Wreck Your Retirement If There's a Second Wave of COVID-19

A second wave could mean another stock market crash. Here's how to prepare.

Younger man sitting on a couch writing

Should You Change Your Investment Strategy During a Recession?

Here's how a recession could affect your investment plans.

older man sitting on a couch looking worried

The $320 Million Retirement Mistake Americans Are Making

This blunder could potentially wreck your retirement plans.

Couple looking at phone and documents

3 Pieces of Outdated Retirement Advice You Should Ignore

This advice could do more harm than good when planning for retirement.

mature couple relaxing on beach at sunset

3 Signs You're Ready to Retire Now -- Even if There's a Second Wave of COVID-19

The future may be uncertain, but that doesn't mean you can't retire.

figurines of bear and bull

The Stock Market Doesn't Make Any Sense Right Now. Here's Why It Doesn't Matter

It has been a wild year for the stock market, but that may not affect your investment strategy as much as you think.

older man sitting in the kitchen looking at a laptop

Should You Return to Work or Retire Early?

Businesses are reopening and employees are going back to work. Is that the right move for you?

social security card with dollar bills and coins

Why More Retirees May Need to Pay Taxes on Social Security Benefits in the Future

You may be hit with a larger tax bill, even if your income stays the same.

man stressed with market crash

This Is the Age Group Whose Investments Were Hit Hardest by COVID-19

Some investors were hit harder than others during the recent stock market crash.

unemployment benefits application form

Extra Unemployment Benefits Will Run Out Soon. Here's What Might Happen Then.

If you're counting on the extra $600 per week in benefits you've gotten lately, there could be bad news coming.

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

1 in 4 Retirees Say COVID-19 May Force Them to Go Back to Work. What This Could Mean for You

If you don't act now, COVID-19 could wreck your retirement plans.