Feb 14, 2023 by Katie BrockmanPlanning on Taking Social Security at 62? Not So Fast.Claiming early could be a costly mistake in some cases.
Feb 14, 2023 by Maurie Backman3 Retirement Savings Plans to Fall in Love WithThese plans, individually and collectively, could set you up for your dream retirement.
Feb 14, 2023 by Bram Berkowitz38 States That Don't Tax Social Security BenefitsIt's good to be aware of whether or not your state taxes Social Security benefits.
Feb 13, 2023 by Chuck SalettaMy Credit Score Dropped Nearly 50 Points -- And I'm OK With ItSome things are more important than striving for the highest possible credit score.
Feb 13, 2023 by Kailey Hagen, CFPYou'll Never Guess What the Most Popular Retirement Account IsShould you move your money here?
Feb 13, 2023 by Maurie BackmanPlanning to Borrow From Your 401(k)? You May Want to Rethink ThatIt's a decision you might sorely regret for multiple reasons.
Feb 13, 2023 by Trevor Jennewine4 Social Security Changes With Bipartisan Support Could Help Save the ProgramMost Republicans and Democrats agree on these changes to the Social Security program.
Feb 13, 2023 by Maurie BackmanPresident Biden Just Doubled Down on Social Security and MedicareCurrent and future retirees can rest assured that Biden will fight hard for both programs.
Feb 12, 2023 by Maurie Backman401(k) Contribution Rates Are Down. Here's Why That's a ProblemToday's workers will need all the retirement savings they can get.
Feb 12, 2023 by Bram BerkowitzJoe Biden's State of the Union Address May Help Avoid Social Security Cuts. For Now.There was a moment during Biden's speech where lawmakers from both parties seemed to express opposition to cutting Social Security, at least in the near term.
Feb 12, 2023 by Kailey Hagen, CFPTraditional or Roth IRA: Which Should You Use to Save in 2023?Your decision could have a significant effect on the size of your nest egg.
Feb 12, 2023 by Maurie BackmanWill I Qualify for Social Security If I Work Part-Time?It's not a matter of how many hours you work. It's a matter of how much you earn.
Feb 11, 2023 by Kailey Hagen, CFP2 Unexpected Downsides of Social Security's 8.7% RaiseYour new and improved checks may not go as far as you expect.
Feb 11, 2023 by Sam Swenson, CFA, CPAWhat to Do With Your 401(k) If You've Been Laid OffLosing a job probably means you'll need to make a call on how to proceed with your 401(k).
Feb 11, 2023 by Maurie BackmanEnrolling in Medicare? 3 Things You Need to Know.It's important to know what to expect -- and make the right choices.
Feb 11, 2023 by Katie BrockmanClaiming Social Security at 62? You Might Regret That.Taking benefits early isn't always the best idea.
Feb 11, 2023 by Charlene RhinehartHow to Build a Million-Dollar Roth IRA If You Start Investing in 2023The earlier you get started, the faster you can make progress toward your million-dollar Roth IRA.
Feb 11, 2023 by Maurie Backman3 Changes to Social Security You Probably Didn't KnowDon't let these fly under your radar.
Feb 11, 2023 by Sean WilliamsJoe Biden Has Plans to Change Social Security: Is Congress on Board?Biden's four-point proposal is designed to reverse Social Security's more than $20 trillion estimated funding shortfall.
Feb 10, 2023 by Kailey Hagen, CFP3 2023 Retirement Rule Changes You May Have MissedNo matter your age, this is worth the read.