Mar 24, 2026 by Maurie Backman2 Things You Must Do if You Want to Retire EarlyIf it's a big goal of yours, proper planning is key.
Mar 24, 2026 by Marc GubertiWhy I'm Moving Money Out of High-Yield Savings Accounts This MonthA high-yield savings account isn't the best place to put your money, especially with inflation set to rise.
Mar 24, 2026 by Maurie BackmanThe Average Tax Refund This Year May Surprise YouIt's up quite considerably from the same time last year.
Mar 24, 2026 by Dana GeorgeWhy Your Medicare Premium Just Went Up (and What You Can Do About It)Like many consumer products, Medicare premiums have increased.
Mar 24, 2026 by Dana GeorgeImpacted by a Social Security Clawback? Here's What You Can Do.Any reduction in Social Security benefits can be challenging for recipients.
Mar 24, 2026 by James BrumleyCan You Retire Comfortably on $1 Million in Savings?It largely depends on what you consider "comfortable," but here's what's realistic for most retirees.
Mar 24, 2026 by Bram BerkowitzThis Is the Average Social Security Benefit for Age 70Retirees can claim Social Security at different ages.
Mar 24, 2026 by Maurie BackmanThe 62/70 Split Strategy: How Couples Are Maximizing Social Security by Claiming at Different AgesThe right approach could help you make the most of your benefits.
Mar 23, 2026 by Dana GeorgeThe Medicare Penalty That Could Cost You $10,000 -- and How to Avoid ItMissing the enrollment period could be an extremely expensive mistake.
Mar 23, 2026 by Bram BerkowitzYou Can Kiss a Larger 2025 Tax Refund GoodbyeTaxpayers are seeing larger-than-normal refunds for tax year 2025.
Mar 23, 2026 by Maurie BackmanWhy an HSA Could Be More Powerful Than a 401(k) in RetirementDon't overlook this incredibly useful savings account.
Mar 23, 2026 by Marc GubertiThese Retirement Hot Spots Feel Like Vacation Towns -- Without the Tourist ChaosYou can get a vacation-town vibe without the tourists if you narrow your search to these locations.
Mar 23, 2026 by Leo SunHow the New $15 Million Estate Tax Exemption Changes What You Should Do in 2026The higher exemption limit makes it much easier to pass your estate to your heirs.
Mar 23, 2026 by Kailey Hagen, CFP®How Much Could a $1,000 401(k) Match Be Worth by Retirement?You might be surprised by the answer.
Mar 23, 2026 by Dana GeorgeMedicare Is Denying More Claims Than Ever -- Here's How to Fight BackThe appeals process may seem daunting but can be highly effective.
Mar 23, 2026 by Maurie BackmanWorried About Inflation? Here's How Retirees Can Stay Ahead.It's something to be mindful of, but it doesn't have to be scary.
Mar 23, 2026 by Kailey Hagen, CFP®The Divorced Spouse's Guide to Social Security Benefits in 2026Understanding these rules will help you get the most money from the program.
Mar 23, 2026 by Maurie BackmanRetiring in 2026? Do This to Protect Yourself From a Market Crash.Even if things take a turn for the worse, all isn't lost.
Mar 23, 2026 by Selena MaranjianShould Retirees Lock In Today's Lower Mortgage Rate or Wait for Rates to Fall Further?It's a tough question, so consider all these angles.
Mar 23, 2026 by Selena Maranjian6 Social Security Changes in 2026 Every Retiree Needs to Know Before Filing TaxesSome of these changes are good, and some are bad. See which will affect you most.