Aug 2, 2026 by Maurie BackmanYour 12-Months-Till-Retirement Countdown: 5 Crucial Moves to Make.Check all of these off your list to approach retirement with more confidence.
Aug 2, 2026 by Keith SpeightsWhat Will Your 2027 Social Security COLA Really Be? Here Are the Best Estimates Right Now.There is some good news for retirees with the latest 2027 Social Security COLA projections.
Aug 2, 2026 by Maurie BackmanClaiming Social Security at 70 Could Shortchange You. Here's the Math.Delaying your claim as long as possible isn't always the smartest move.
Aug 2, 2026 by Dana GeorgeFBI Reveals a 59% Surge in Senior Fraud Losses: Can This New Bill in Congress Help Seniors Fight Back?The House has passed a bill meant to protect older Americans from losing money to fraudsters. Here's how it would work.
Aug 1, 2026 by Maurie BackmanInflation Could Wreck Your Retirement. Here's How to Avoid Letting That Happen.It's a perpetual risk but one you can mitigate.
Aug 1, 2026 by Selena MaranjianThese 8 States Tax Social Security Benefits. Is Your State One of Them?Most states do not tax Social Security, but the federal government does.
Aug 1, 2026 by Maurie BackmanThink Running Out of Money Is Your Biggest Retirement Risk? The Opposite Could Happen.In an attempt to preserve your savings, you might limit your options.
Aug 1, 2026 by Sean WilliamsA Sizable "Trump Bump" for Social Security's 2027 COLA May Put America's Leading Retirement Program in Dire StraitsThe (projected) fifth-largest raise in the last 36 years could accelerate the timeline to sweeping benefit cuts.
Aug 1, 2026 by Dana GeorgeThe Impact Trump's Tariffs Are Having on Your 401(k)Tariffs impact more than inflation. Here's how they may also be affecting your retirement account.
Aug 1, 2026 by Maurie BackmanClaiming Social Security at 62 Might Pay You Less Per Month and in Your Lifetime. Here's Why You May Want to Do It Anyway.An early filing may not be the unwise move you think it is.
Aug 1, 2026 by Keith SpeightsSocial Security Uses a Flawed Inflation Formula for Retirees -- but Right Now, It Doesn't Matter MuchA structural issue with how Social Security COLAs are calculated isn't hurting retirees much this year for one simple reason.
Jul 31, 2026 by Christy BieberWhat the Senior Citizens League's Latest COLA Prediction Means for Your PlanningThe Senior Citizens League is predicting a large COLA, but that's not necessarily good news.
Jul 31, 2026 by FINRA StaffUnderstanding Tax-Advantaged Investment AccountsLearn how to differentiate between "pre-tax," "tax-deferred," "tax-free" and "tax-exempt" accounts.
Jul 31, 2026 by Kailey Hagen, CFP®2027 Social Security COLA Update: There's Good News and Bad NewsA large COLA could be coming, but it may still leave you wanting more.
Jul 31, 2026 by Dana GeorgeSkip the Penalty: 3 Smart Ways to Reduce or Eliminate RMDs Without Getting BurnedNo matter how you feel about required minimum distributions, they are mandatory.
Jul 31, 2026 by Maurie BackmanSocial Security's Downgraded COLA Forecast for 2027 Could Have an Unexpected UpsideA smaller raise could have a silver lining.
Jul 30, 2026 by Kailey Hagen, CFP®Don't Want to Take Your 2026 RMDs? Go Ahead and Skip Them for These Accounts.This could help keep your tax bill more manageable this year.
Jul 30, 2026 by Maurie BackmanThe Average 401(k) Balance Among Americans 70 and Older May Surprise YouThe typical savings balance may not be what you expect.
Jul 30, 2026 by Kailey Hagen, CFP®The Sneaky Way Your RMDs Could Cost You Some of Your Social Security BenefitsYour tax bill could look a lot bigger than you were expecting because of this.
Jul 30, 2026 by Dana GeorgeHow Planning for Retirement Can Protect Your Mental HealthPlanning for retirement improves more than your bank account.