Jul 6, 2026 by Maurie BackmanWhat to Do With Your IRA if You're 5 Years Away From RetirementThe right moves today could set you up for success a few years down the line.
Jul 6, 2026 by Maurie BackmanRetiring in 2027? Here Are 3 Scenarios You Must Stress Test First.Don't just leave things to chance.
Jul 6, 2026 by Christy BieberRetirees Are Surprised by This Social Security Rule Every YearA Social Security rule catches many seniors off guard, and it could cost them.
Jul 6, 2026 by Selena MaranjianHow Would You Do on This Simple Financial Literacy Quiz?The average American failed it. How about you?
Jul 6, 2026 by Adam LevyHow to Coordinate Social Security, RMDs, and Roth Conversions in RetirementManaging your finances in retirement can be a careful balancing act.
Jul 6, 2026 by Christy BieberThis Is the Average Social Security Benefit From Age 62 to 99Do you know how much you're going to collect in Social Security? Check out these averages to see what the typical retiree collects.
Jul 6, 2026 by Maurie BackmanSocial Security Benefits Keep Losing Buying Power. Here's What Lawmakers Can Do About It.It's an unfortunate situation, but there are options to improve it.
Jul 6, 2026 by Dana GeorgeWhy Waiting to Fix Social Security Will Only Make the Situation WorseWhile there are six years left until the Social Security trust fund is set to run dry, the longer Congress waits to act, the tougher the cuts are likely to be.
Jul 5, 2026 by Kailey Hagen, CFP®The Average Spousal Social Security Benefit Is Headed for an Above-Average Boost in 2027This could be enough to help spousal benefits pass a historic milestone.
Jul 5, 2026 by Kailey Hagen, CFP®A Large 2027 Social Security COLA Could Come Back to Bite You in a Big WayIt's good news in the short term, but you may not be glad about it in the long term.
Jul 5, 2026 by Maurie BackmanWhat Does Retirement Look Like With $600,000 in Savings?You may not be living in luxury, but with careful budgeting, you may end up pretty comfortable.
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.