Apr 12, 2026 by Dana GeorgeHow to Update Your Beneficiaries Before the April Tax Deadline -- and Why It MattersUpdating beneficiaries as you prepare your annual tax return is a natural way to get two important jobs done at the same time.
Apr 12, 2026 by Bram BerkowitzWill the Recent Surge in Oil Prices Lead to Higher Social Security Paychecks in 2027?The Iran war has led to much higher oil and gas prices.
Apr 12, 2026 by Selena MaranjianWhy Contributing to Your IRA Before April 15 Could Lower Your 2025 Tax BillYou may be able to shave $7,000 or $8,000 off your taxable income for 2025 -- if you act fast.
Apr 12, 2026 by James BrumleyEveryone Should Be Saving for Retirement in a Taxable Brokerage Account. Here's Why.Sometimes, deferring taxes on an account's income or growth isn't all it's cracked up to be.
Apr 12, 2026 by Maurie BackmanThis Social Security Surprise Could Upend Your Retirement BudgetIt's something you need to plan for.
Apr 12, 2026 by Adam LevyHow Much Money Does Social Security Generate From Investing? Here's What's Inside the $2.5 Trillion Trust Fund.The trust fund's investments are generating less income than they used to.
Apr 11, 2026 by Stefon WaltersA 401(k) Seems Like the Superior Retirement Account -- Until You Realize You Can Do These With an IRABoth can play a valuable role in your retirement savings.
Apr 11, 2026 by Selena MaranjianIf You're 50 or Older, You Can Still Put $8,000 Into a 2025 IRA Before April 15And if you're younger, you can contribute $7,000. Either way, contributing to an IRA can greatly help with saving for retirement.
Apr 11, 2026 by James BrumleyHow to Use a Roth Conversion to Protect Your Heirs From a Big Tax BillA bit of thoughtful planning now could spare your family from an expensive headache down the road.
Apr 11, 2026 by Maurie BackmanThink Higher Gas Prices Won't Impact Your Retirement? Think Again.Don't assume you're immune.
Apr 11, 2026 by Maurie BackmanWorking While on Social Security? Here's a Key Rule Retirees Need to KnowMake sure you understand it fully.
Apr 11, 2026 by Bram BerkowitzAs the April 15 Deadline Approaches, the IRA Is One of the Most Overlooked Tax Breaks in Retirement PlanningIndividual retirement accounts offer taxpayers a good way to lower their 2025 tax bill.
Apr 11, 2026 by Selena MaranjianThis Proposal Could Spell Disaster for Your MedicareThis proposal could prevent many people from obtaining valuable "Medigap" supplemental plans.
Apr 11, 2026 by Dana GeorgeI'm Alarmed That 76% of Americans Don't Understand This One Fact About Social SecurityTo make the best decision for youself, it pays to know all the facts. Here's what you should know about Social Security.
Apr 11, 2026 by Marc GubertiCan You Still Contribute to an IRA If You're Already Retired? What to Know Before April 15Retirees who still work are eligible to contribute to IRAs before April 15. Here's how to tell if you qualify.
Apr 11, 2026 by Christy BieberCould We Be Looking at a Worst-Case Scenario for the Social Security COLA?The next Social Security cost-of-living adjustment could be a big problem.
Apr 11, 2026 by Maurie BackmanHere's Why the New $6,000 Senior Tax Deduction Does Some Retirees No GoodNot everyone gets to benefit.
Apr 11, 2026 by Christy BieberCongress Reveals a Huge Problem Leading to Higher Medicare PremiumsSeniors who rely on Medicare should be aware of a troubling reason why costs are rising.
Apr 10, 2026 by Katie BrockmanShould You Really Start Taking Social Security in 2026? Here's What the Data SaysThere are a few factors to consider when deciding whether it's time to take benefits.
Apr 10, 2026 by Kailey Hagen, CFP®Are You Getting the Most Out of Your Social Security Benefit in 2026?Claiming checks doesn't always mean your benefit is permanently locked in.