Apr 1, 2024 by Maurie BackmanAmericans Aged 40 and Over Think 63 Is the Ideal Age for Retirement. But Here Are 3 Pitfalls of Retiring at 63Before you decide to retire at 63, recognize the problems that might ensue.
Apr 1, 2024 by Adam LevyThe Unfortunate Truth About Claiming Social Security at Age 66Waiting until closer to full retirement age to claim Social Security is a good compromise, but there are still downsides.
Apr 1, 2024 by Selena MaranjianFidelity Reports 422,000 401(k) Millionaires -- You Can Join Their RanksBecoming a millionaire may be much more achievable than you think.
Apr 1, 2024 by Maurie BackmanNot Sure When to Sign Up for Social Security? Ask Yourself These Key QuestionsIt's important decision, and one you should base on a variety of factors.
Apr 1, 2024 by Selena MaranjianMillions Are Worried About Social Security -- Should You Be, Too?If Washington takes no action, Social Security benefits may shrink. But there's a good chance that won't happen.
Apr 1, 2024 by Katie BrockmanWhat's the Average Social Security Benefit? It's Lower Than You Might ThinkHere's exactly how much the average retiree collects at ages 62, 65, 67, and 70.
Mar 31, 2024 by Kailey Hagen, CFPHere's What Social Security Could Look Like in 10 Years if We Don't Fix ItIt's not a pretty picture.
Mar 31, 2024 by Maurie BackmanI'm Worried I'll Hate These 3 Things About RetirementI may come off as a retirement Grinch, but I have my concerns.
Mar 31, 2024 by Marc RapportIs a Living Trust Really the Best Way to Pass an Inheritance to Your Family?Efficiency, privacy, flexibility are positive attributes for this wealth-passing strategy.
Mar 31, 2024 by Maurie BackmanAm I All Set for Retirement With a $3 Million IRA?The quick answer? It depends.
Mar 31, 2024 by Stefon WaltersPlanning to Delay Social Security for Higher Benefits? Here's Why That Can Be OverratedIncreased monthly payments may sound enticing, but they may not always be worth the many months of missed payments.
Mar 31, 2024 by Maurie Backman3 Reasons to Reconsider Early RetirementPlanning to make an early workforce exit? Here's why you may want to rethink that.
Mar 31, 2024 by Maurie BackmanThis Lesser-Known Social Security Rule Could Salvage Your RetirementIt's an option that could spare you many years of financial struggles.
Mar 31, 2024 by Maurie Backman60% of Retirees Define Retirement as "An End to Working." Here's Why That Mindset Could Backfire on YouRetirement doesn't have to mean that working is off the table.
Mar 31, 2024 by Adam LevyThis Is the Average 401(k) Balance for Retirees Age 65 and OlderYou may need to be above average if you want to retire comfortably.
Mar 31, 2024 by Keith SpeightsThese Social Security Changes Proposed by Republicans Would Impact Millions of Americans. But Both Biden and Trump Oppose Them.Joe Biden and Donald Trump agree about one thing: They don't like the Social Security reforms that many House GOP members want.
Mar 31, 2024 by Sean WilliamsSocial Security's 2025 Cost-of-Living Adjustment (COLA) Is on Track to Yield a Double Dose of DisappointmentA Social Security dollar isn't what it used to be.
Mar 30, 2024 by Kailey Hagen, CFPThis Tax Rule Can Make Cashing Out Your 401(k) a Nightmare. Here's How to Avoid It.This simple mistake could cost you a big chunk of your savings.
Mar 30, 2024 by Stefon Walters3 Reasons to Seriously Consider Using a Living Trust to Pass Inheritance to Your FamilyA living trust offers many valuable benefits and the flexibility that some estates require.
Mar 30, 2024 by Kailey Hagen, CFPYounger Workers Are Rethinking Traditional Retirement. Should You?Quitting the workforce all at once isn't for everyone.