Jul 5, 2026 by Kailey Hagen, CFP®Here's What a $1 Million, $2 Million, and $3 Million Retirement Could Look LikeThey all paint pretty different pictures.
Jul 5, 2026 by Kailey Hagen, CFP®Claiming Social Security at 62 Isn't the Biggest Mistake Your Can Make With Your Benefits. This Is.Claiming Social Security is a big decision; don't make it lightly.
Jul 5, 2026 by Maurie Backman5 Things to Know About RMDs Before You Turn 73 in 2026It's important to be prepared.
Jul 5, 2026 by Dana GeorgeThe Real Reasons for the Social Security Trust Fund CrisisA number of updates to this year's Social Security Trustees' report shed light on the factors leading to the crisis.
Jul 5, 2026 by Selena Maranjian6 Big Money Mistakes to AvoidThe more financial blunders you avoid, the more money you can keep.
Jul 5, 2026 by Christy Bieber3 Things Retirees Need to Know About How the COLA Is Actually CalculatedIt's important to understand the truth about Social Security's cost-of-living adjustment.
Jul 5, 2026 by Kailey Hagen, CFP®3 Things All Seniors Should Do Before Social Security's Trust Funds Are Depleted in 2032It's never too early to start planning for a huge change like this.
Jul 5, 2026 by Maurie Backman4 Social Security Spousal Benefit Rules That Still Confuse Married RetireesDon't let yourself be in the dark.
Jul 4, 2026 by Justin PopeHere's How Much Monthly Income You'll Need If You Retire in 2027A quick breeze through the numbers can help you determine whether you're ready to stop working.
Jul 4, 2026 by Maurie BackmanHow to Build a Retirement Budget That Works Whether the 2027 COLA Is 2% or 4%Don't let the upcoming Social Security raise make or break your finances.
Jul 4, 2026 by Maurie Backman3 Retirement Expenses You May Not Be Prepared ForDon't let yourself get caught off guard.
Jul 4, 2026 by James BrumleyHow to Make Your Retirement Savings Last 30 Years Without Running OutMaintaining proper allocations and carefully limiting your withdrawals are key components of a long-lived retirement plan.
Jul 4, 2026 by Christy BieberThere Are 2 Things You Must Do Before Claiming Social SecurityDon't claim Social Security before taking care of both these tasks, or you could regret it.
Jul 4, 2026 by Sean WilliamsSocial Security's 2027 COLA Is on Pace for a Historic "Trump Bump" -- but It Comes With Unintended ConsequencesThe potential for the fourth-largest cost-of-living adjustment (COLA) since 1991 comes with dire consequences for America's leading retirement program.
Jul 4, 2026 by Christy BieberThis Is the Biggest Social Security Mistake Retirees Make After Age 62If you're not using a break-even analysis to make an informed choice about claiming Social Security, you're making a huge mistake.
Jul 4, 2026 by Maurie BackmanWhat to Do If Your Social Security Benefit Is Lower Than You ExpectedA smaller monthly check could upend your finances if you don't take action.
Jul 3, 2026 by Kailey Hagen, CFP®The Totally Legal Way to Avoid Your RMDs Without Angering the IRSThis could be just what you need to keep your taxable income manageable this year.
Jul 3, 2026 by Kailey Hagen, CFP®I'm Married, and I'd Never Dream of Signing Up for Social Security Without Doing This FirstA little bit of time spent now could pay off in a big way later.
Jul 3, 2026 by Maurie BackmanI Used to Think RMDs Were a Terrible Thing. Here's Why They're Not So Bad.Rather than bemoan them, you can use them as an opportunity.
Jul 3, 2026 by Christy Bieber3 Things I Wish I Knew About Retirement Savings When I Started WorkingI made some retirement savings mistakes early on, and I wish I'd made different choices.