Jan 20, 2026 by Maurie BackmanThis Is the Average 401(k) Balance for Baby Boomers. How Does Yours Compare?The number may surprise you.
Jan 20, 2026 by Adam Levy3 Reasons Your January Social Security Payment Looks So DifferentSome big changes took effect this month, and they could result in a very different Social Security payment.
Jan 20, 2026 by Dana GeorgeHow Savings and Loan Associations Work -- And How to Find OneSavings and Loan associations were designed to do two things very well -- provide mortgages and a safe place to save money.
Jan 20, 2026 by Dana GeorgeIf You Can Answer These 5 Questions, You're Practically an RMD ProAt a certain age, RMDs become a way of life. It's helpful to know all you can about them.
Jan 20, 2026 by Kailey Hagen, CFPThe First 2027 Social Security Cost-of-Living Adjustment (COLA) Projections Are in, and the News Isn't GreatSeniors hoping for a big benefit boost next year will likely be disappointed.
Jan 20, 2026 by Maurie Backman3 Social Security Spousal Benefit Rules You Need to Know in 2026The more aware you are of how spousal benefits work, the easier it is to make the most of them.
Jan 19, 2026 by James BrumleyHow to Turn $100,000 Into $1 Million for Retirement: 3 Smart Investment StrategiesOf course, you're not required to limit yourself to just one.
Jan 19, 2026 by Kailey Hagen, CFP3 Types of Married Seniors Who Won't Get a Spousal Social Security BenefitIt takes more than tying the knot to claim one of these benefits.
Jan 19, 2026 by Maurie Backman2 Ways to Avoid Medicare Surcharges in RetirementMedicare is a big expense. Don't pay more for it than you have to.
Jan 19, 2026 by Dana GeorgeHere's Why the U.S. Senators Elected This Year Won't Be Able to Sidestep the "Social Security Issue"Congress has been kicking the can down the road, but time is running out.
Jan 19, 2026 by Kailey Hagen, CFPRetirees in This State Could Keep More of Their Social Security Benefits in 2026A recent law change will give residents one less expense to worry about this year.
Jan 19, 2026 by Maurie BackmanThis Could Be the Best Way to Boost Your IRA in 2026It's a really easy strategy to pull off.
Jan 19, 2026 by Maurie Backman3 Social Security Changes That Could Put More Money in Your Pocket in 2026These positive changes could help your financial situation this year.
Jan 19, 2026 by Dana GeorgeAre You Better Off Taking Your RMDs Monthly or Annually?There's no one-size-fits-all answer to the question of when you should take your RMDs. Here's how to find the solution that works best for you.
Jan 19, 2026 by Maurie Backman2 Signs You're at Risk of Running Out of Retirement SavingsDon't set yourself up for failure.
Jan 19, 2026 by Kailey Hagen, CFPCan You Retire a Millionaire Investing Just $10 a Day? The Answer Is Yes -- Here's the MathWith patience and consistency, small contributions really can add up over time.
Jan 18, 2026 by Maurie BackmanDon't Underestimate This Unavoidable Retirement ExpenseIt's an expense that could easily bust your retirement budget.
Jan 18, 2026 by Stefon WaltersMore Americans Can Contribute to an HSA Under Trump's OBBB. Are You Eligible?This change is a positive one for millions of Americans.
Jan 18, 2026 by Dana GeorgeCan You Expect Alimony in a Later-in-Life Divorce?After years of marriage, there are likely to be strong feelings regarding spousal support. Here's how courts tend to view "gray divorces."
Jan 18, 2026 by Kailey Hagen, CFPYou Could Still Owe Social Security Benefit Taxes in 2026. Here's How to Plan for Them.Sorting this out before you file your tax return will save you a big headache.