Feb 18, 2026 by Dana GeorgeThe One Thing All Retirees Should Do Before Claiming Social Security Benefits in 2026If this is your first time meeting with a financial advisor, that's fine! You don't need prior experience or a huge portfolio.
Feb 18, 2026 by Maurie Backman4 Things Retired Couples Should Know About Spousal Social Security BenefitsThese benefits are often misunderstood but could play a huge role in your retirement finances.
Feb 17, 2026 by Marc GubertiLapeer, Michigan, Is a Small-City Retirement Option With Lower Housing Costs Than You'd GuessLapeer is a small city with plenty to do and a more laid-back vibe than big cities like nearby Detroit.
Feb 17, 2026 by Maurie BackmanThis Little-Known HSA Rule Can't Be OverlookedMake sure you understand all of the benefits HSAs offer.
Feb 17, 2026 by Marc GubertiClaiming Social Security at 70 Sounds Safe -- but It Can Be Surprisingly RiskyClaiming Social Security early isn't always a bad decision. In fact, it might be the right choice for you.
Feb 17, 2026 by Maurie BackmanThe Average 401(k) Balance for Americans 70 and Over May Surprise YouThe number may not be what you expect.
Feb 17, 2026 by Maurie BackmanThe 1 Account You May Be Overlooking for Your RetirementDon't be too quick to write it off.
Feb 17, 2026 by Christy Bieber2.6 Million Medicare Advantage Plan Enrollees Will Lose Their Coverage in 2026Millions of Medicare Advantage Plans are no longer offering coverage in 2026.
Feb 17, 2026 by Maurie BackmanTaking Your First RMD This Year? It Could Lead to an Unwanted Surprise.Plan carefully to avoid a huge tax.
Feb 17, 2026 by Dana GeorgeRetirees Are Rediscovering the Midwest -- Here's Why It's Suddenly Hot AgainWhere would you go if you had the option to relocate anywhere in retirement? Here's why retirees are rediscovering Midwestern states.
Feb 17, 2026 by Dana GeorgeInherited IRAs Are Getting Complicated -- What Investors Need to Know Before Passing Them OnSince 2020, new rules have been imposed on non-eligible designated beneficiaries of IRAs.
Feb 17, 2026 by Maurie BackmanI Used to Think Claiming Social Security at 70 Was a No-Brainer. Now I Know Better.I've changed my tune for one key reason.
Feb 17, 2026 by Marc GubertiDover, New Hampshire, Is Pulling in Retirees Who Want Walkability Without Big-City ChaosDover is attracting plenty of retirees due to its location and tax-friendly policies.
Feb 16, 2026 by Marc Guberti3 Easy Ways to Boost Your Social Security BenefitsHigher Social Security benefits are attainable in your 60s if you follow these three strategies.
Feb 16, 2026 by Dana GeorgeThinking About a Sunny Retirement? This Florida Beach City Checks More Boxes Than You'd Expect.If you want to get out there and really live in retirement, St. Petersburg is a great option. Here's why.
Feb 16, 2026 by Kailey Hagen, CFPWill Social Security Run Out of Money in Your Lifetime?Social Security is facing an uncertain future, but it might not be as bad as you think.
Feb 16, 2026 by Maurie BackmanThis New 401(k) Catch-Up Rule Could Boost Your Retirement SavingsIf it applies to you, it's worth taking advantage of.
Feb 16, 2026 by Kailey Hagen, CFPThis 2026 401(k) Change Offers Savers a Huge Hidden BenefitIt might not seem like good news now, but it could be a big help in retirement.
Feb 16, 2026 by Maurie BackmanStill Working at 65? This Medicare Mistake Could Cost You for Life.Don't set yourself up for failure.
Feb 16, 2026 by Kailey Hagen, CFPLiving in One of These 42 States? You're in Luck When It Comes to Social Security.You'll have one fewer expense to worry about in retirement.