Dec 3, 2023 by Sean WilliamsAttention, Baby Boomers: This Little-Known Social Security Mulligan Can Fatten Up Your Monthly BenefitSocial Security's "secret" do-over clause can boost monthly checks for boomers, but it comes with three notable limitations.
Dec 2, 2023 by Stefon WaltersA 401(k) Is a Great Resource for Retirement, but It's OverratedIRAs can give people more flexibility to craft a well-rounded retirement savings strategy.
Dec 2, 2023 by Maurie BackmanSocial Security's Day of Reckoning Is Getting Closer. Here's What Retirees Need to Know.Benefits may not be payable in full for the long haul.
Dec 2, 2023 by Kailey Hagen, CFPWorking and Claiming Social Security? The Government May Take a Cut After You Earn This Much in 2024Don't let this throw a wrench in your 2024 retirement budget.
Dec 2, 2023 by Maurie BackmanWant Extra Income in Retirement? Consider This InvestmentThe more income streams you have during your senior years, the better.
Dec 2, 2023 by Keith SpeightsDon't Make These 3 Social Security Mistakes in 2024Avoiding these common mistakes can help you maximize your Social Security retirement benefits.
Dec 2, 2023 by Marc RapportThese 3 Countries Have Amazing Incentives for Retirees Moving AbroadAmericans might consider heading south, way south, for the big move.
Dec 2, 2023 by Maurie BackmanDon't Let This Retirement Savings Misconception Stop You From Maxing Out Your IRA or 401(k)Misunderstanding one key rule could cost you.
Dec 2, 2023 by Dan CaplingerThese 3 Things Could Cut Your Spouse's Social Security BenefitIt might not be on purpose, which is why you need to be careful.
Dec 2, 2023 by Sean WilliamsShould You Take Social Security at Age 62, 65, 67, or 70? A Broad-Based Study Offers a Clear AnswerAn extensive study of 20,000 retired-worker claims found that one claiming age is far more likely to maximize lifetime Social Security benefits.
Dec 1, 2023 by Maurie BackmanIs Claiming Social Security at 62 a Good Idea or a Bad One? Here's How to KnowFiling as early as possible is definitely a mixed bag.
Dec 1, 2023 by Maurie BackmanIs This the Savings Milestone You Should Reach Before Retirement?There are guidelines in place for retirement savings goals. Should you follow them?
Dec 1, 2023 by Katie BrockmanSocial Security: Here's How Much the Average Retiree Misses Out on by Claiming EarlyFiling early could come at a cost.
Dec 1, 2023 by Maurie Backman3 HSA Rules You Really Need to KnowHave an HSA? Read up on how these plans work so you can make the most of yours.
Dec 1, 2023 by Stefon WaltersHere Are the Max Social Security Benefits by Age for Retirees -- And How to Get ThemMost retirees shouldn't expect the maximum benefit, but achieving it is possible.
Dec 1, 2023 by Maurie Backman3 Reasons to Say No to Your Employer's 401(k)Employer plans have their benefits but aren't perfect.
Dec 1, 2023 by Katie BrockmanSocial Security: 3 Ways Your Marital Status Could Affect Your BenefitsYou could be entitled to more from Social Security than you may think.
Nov 30, 2023 by Stefon WaltersHere's Why 82 1/2 is 1 of Social Security's Most Important NumbersPeople approaching retirement should begin considering their break-even age to help decide when to claim benefits.
Nov 30, 2023 by Maurie BackmanWorried You'll Run Out of Money in Retirement? Here Are 3 Moves Worth Making.It's a very serious concern for a lot of people.
Nov 30, 2023 by Keith SpeightsIs the $4,555 Max Social Security Benefit Really a Fantasy?It's possible to max out your Social Security retirement benefit. But it's not probable that you'll be able to do it.