Jul 30, 2026 by Kailey Hagen, CFP®Getting Divorced? 3 Retirement Planning Moves to Make ASAP.Your future self will thank you for not putting off these steps.
Jul 30, 2026 by Kailey Hagen, CFP®Why You Should Care About Social Security's Looming Insolvency, Even If You're Decades Away From Claiming ChecksYou may not get benefits yet, but if you're working, Social Security changes still affect you.
Jul 30, 2026 by Kailey Hagen, CFP®Here's What the Average and Maximum 2027 Social Security COLA Increase Could Look Like, According to Recent EstimatesAn above-average benefit boost is likely on the way for all seniors.
Jul 30, 2026 by James BrumleyWhat a $500,000 Roth IRA Could Be Worth by the Time You Retire in 2035Nobody owns a functioning crystal ball, but in this instance, the market's past performance is a decent indication of what's likely in the long run.
Jul 30, 2026 by Maurie BackmanClaiming Social Security: The 1 Thing Too Many Retirees Get WrongThere's more to the story than the amount of money you collect each month.
Jul 29, 2026 by Maurie BackmanThe Lesser-Known Way to Tap Your 401(k) Before 59 1/2 Penalty-FreeSome savers can access their money sooner without a problem.
Jul 29, 2026 by Maurie BackmanHow Much Will Your Social Security Check Increase in 2027? Early Numbers Offer Clues.Seniors could be in for a notable raise if current estimates hold up.
Jul 28, 2026 by Maurie BackmanWant to Retire at 55? 3 Things to Do Early in Your Career.With the right approach, it's a goal that may be more than attainable.
Jul 28, 2026 by Maurie BackmanWant Lower Medicare Premiums in Retirement? 3 Things to Do.The right strategy could leave you paying less.
Jul 28, 2026 by Maurie BackmanSocial Security's 2027 COLA: There's Good News and Bad for RetireesIt's a mixed-bag situation for seniors hoping for a large raise.
Jul 27, 2026 by Kailey Hagen, CFP®This Deduction Could Reduce My Taxable Income by $7,500 in 2026. Here's Why I Happily Skip It.I'm giving up savings now to get a bigger reward later.
Jul 27, 2026 by Kailey Hagen, CFP®I'd Think Twice Before Claiming Social Security Early if You're Still Employed. Here's Why.You might not wind up with as much money as you'd expect.
Jul 27, 2026 by Maurie BackmanThis Could Be the Most Important 401(k) Move You'll Make All YearIf there's one thing to prioritize, it's this.
Jul 27, 2026 by Kailey Hagen, CFP®The 2027 Social Security COLA Could Trigger a New Tax for Some Seniors Next YearBeing proactive about this could make it a lot easier to manage.
Jul 27, 2026 by Kailey Hagen, CFP®Don't Forget About This 401(k) Rule Change if You're Planning to Max Yours Out in 2026Getting this wrong could be devastating at tax time.
Jul 27, 2026 by Maurie BackmanHere's How to Prevent an Early Market Crash From Destroying Your RetirementIt might seem like a nightmare scenario, but there are ways to work around it.
Jul 27, 2026 by Kailey Hagen, CFP®Don't Bank on a Huge 2027 Social Security COLA to Cover Your Expenses. Try These 3 Moves Instead.Your checks will get a boost next year, but you still might need to rethink your budget.
Jul 27, 2026 by Maurie BackmanIs a Larger Social Security COLA in 2027 a Given? Here's Why it Could Be Smaller Than ExpectedIt's too soon for retirees to bank on a bigger raise.
Jul 26, 2026 by Dana GeorgeIf This Bill Passes, Social Security Recipients Can Work Without Losing Out on BenefitsFor those who claim Social Security benefits before full retirement age, there's a pesky earnings test to contend with. That may soon change.
Jul 26, 2026 by Maurie Backman3 Reasons I Plan to Downsize in Retirement -- Despite Having a Paid-Off HomeShedding square footage is a no-brainer for me.