Jul 19, 2024 by Kailey Hagen, CFPHere's What the Average 401(k) Match Is WorthA few thousand dollars today is already a good deal, but wait until you see what that money can turn into.
Jul 19, 2024 by Christy BieberSocial Security's 2025 COLA Could Do Something This Generation Has Never SeenFor more than 30 years, this COLA phenomenon hasn't happened. But 2025 could be the year that changes.
Jul 19, 2024 by Kailey Hagen, CFP4 Ways to Slash Your Housing Costs in RetirementHousing costs can take a huge bite out of your retirement budget, but these four moves can lessen the sting.
Jul 18, 2024 by Maurie Backman3 Reasons to Seriously Consider Using a Living Trust to Pass an Inheritance to Your FamilyA living trust might seem like something you don't need, but it could benefit you and your heirs in a number of surprising ways.
Jul 18, 2024 by Maurie BackmanHere's the Very Latest 2025 Social Security COLA EstimateIt's definitely a good news/bad news situation.
Jul 17, 2024 by Stefon WaltersWant to Be a Roth IRA Millionaire? 3 Tips All Retirees Should KnowProper planning can put you on a path to the coveted $1 million Roth IRA mark.
Jul 17, 2024 by Selena MaranjianThe Most Important Social Security Table You'll Ever SeeThe bigger your Social Security benefits, the better. So aim to maximize those benefits.
Jul 17, 2024 by Charlene RhinehartIs Your Net Worth Lower Than Your Peers'? Here Are 3 Tips to Boost It.Find out how your net worth stacks up against other Americans in your age group.
Jul 17, 2024 by Charlene RhinehartThis Is the Average 401(k) Balance for Retirees Age 65 and OlderThere's a gap between how much people believe they'll need for retirement and how much retirees actually have saved.
Jul 17, 2024 by Christy Bieber3 Things You Must Know Before You Claim Social SecurityDon't clam Social Security if you don't know your full retirement age, how much your benefit will be, and the tax rules for your benefits.
Jul 17, 2024 by Charlene RhinehartWant to Be a 401(k) and IRA Millionaire? Try These 4 Moves in 2024You could have a shot at racking up seven figures in your 401(k) and IRA if you start early and remain consistent.
Jul 17, 2024 by Maurie BackmanHere's Why Embracing the FIRE Movement Could Leave You With a Tiny Social Security Check in RetirementRetiring at a super-young age might come with one unpleasant financial surprise.
Jul 17, 2024 by Kailey Hagen, CFP3 Savings Moves That Could Bump Up Your Retirement DateThese small actions today could have significant consequences over the coming decades.
Jul 16, 2024 by Keith SpeightsLooking to Become a 401(k) Super Saver? 5 Strategies to Help You Reach a Millionaire Retirement Sooner.Here's how you can get the most out of your 401(k) retirement savings.
Jul 16, 2024 by Matt Frankel, CFPHere's How Much You Should Have Invested for Retirement at Age 40There's no perfect guideline, but here's how to determine how much you should have saved.
Jul 16, 2024 by Charlene RhinehartI Want to Be an IRA Millionaire by Retirement. Here's How I'm Planning to Get There.Don't underestimate the power of time, consistency, and discipline on your journey to a million-dollar IRA.
Jul 16, 2024 by Maurie BackmanHere's Exactly How I Plan to Spend My Social Security Checks in RetirementThe answer might surprise you.
Jul 16, 2024 by Katie BrockmanHere's the Average 401(k) Balance at Every Age. How Do You Stack Up?This is where Americans across every generation stand on retirement preparation.
Jul 15, 2024 by Kailey Hagen, CFPCooling Inflation Is a Good News/Bad News Situation for Social Security Recipients. Here's What to Expect in 2025.Slowing inflation, though welcome, will have a significant effect on Social Security COLAs -- and not in a good way.
Jul 15, 2024 by Stefon WaltersDo You Qualify for Spousal Social Security Benefits? 3 Things to Know Before ApplyingSocial Security spousal benefits can be a great option for couples with notably different earnings histories.