Dec 20, 2025 by Christy BieberDid Your 401(k) Balance Go Up By More or Less Than Average in 2025?The average 401(k) balance increased 70% over the last decade.
Dec 20, 2025 by Katie BrockmanSocial Security: This Is the Exact Salary You Need to Earn the Max Benefit in 2026Starting next year, retirees can earn up to $5,251 per month from Social Security.
Dec 20, 2025 by Maurie Backman3 Social Security Strategies Couples With Similar Incomes Can EmployTake advantage of your situation to maximize your benefits.
Dec 20, 2025 by Sean WilliamsStatistically, This Is the Worst Age to Claim Social Security Benefits if You Want to Maximize Your Lifetime IncomeA statistical analysis of 20,000 retired workers uncovered a clear bifurcation between actual and optimal Social Security claims.
Dec 19, 2025 by Kailey Hagen, CFP2 Things to Expect From Your First Social Security Check of 2026These two changes will have a big effect on how far your Social Security checks stretch in 2026.
Dec 19, 2025 by Maurie BackmanYou're Almost Out of Time to Make This Key Retirement Savings Move for 2025Act immediately, before it's too late.
Dec 19, 2025 by Kailey Hagen, CFP3 2026 Medicare Changes Every Retiree Should KnowThese could have a big effect on your retirement healthcare budget next year.
Dec 19, 2025 by Maurie Backman3 Retirement Investing Mistakes to Avoid in 2026Don't stunt your savings' growth by falling victim to these blunders.
Dec 19, 2025 by Christy Bieber3 Moves Every Retiree Needs to Make Before the End of 2025Retirees should focus on shoring up their financial security.
Dec 19, 2025 by Maurie Backman3 Things You and Your Spouse Need to Discuss Before Claiming Social SecurityHave these important discussions before taking any action.
Dec 18, 2025 by Dana GeorgeWhat Should Retirees Know About Retiring in a Bear MarketBear markets can feel even scarier when you're on a fixed income. Preparation is key.
Dec 18, 2025 by Kailey Hagen, CFPWant to Max Out Your 401(k) in 2026? Here's What You'll Need to Do.It's a lofty goal, but it might be achievable with the right plan.
Dec 18, 2025 by Katie Brockman2 Reasons I'll Be Taking Social Security Long Before Age 70Delaying Social Security isn't always the best choice.
Dec 18, 2025 by Stefon WaltersMore 401(k) Savers Are Making This Incredibly Smart Move -- Should You Follow?The unique benefits make it worth considering joining these savers.
Dec 18, 2025 by Kailey Hagen, CFPWhere Should You Stash Your Retirement Savings First in 2026?Get your game plan ready now so you can put it into action right away in January.
Dec 18, 2025 by Dana GeorgeCan You Retire a Millionaire by Investing Just $10 a Day? The Answer Is Yes -- Here's the Math.Two major factors determine your chances of reaching $1 million: your age and how long you plan to invest. Here's what you can expect at retirement age with $10 a day invested.
Dec 18, 2025 by Maurie BackmanUsing Medicare Advantage for the First Time in 2026? 3 Things You Need to Know.Keep these points in mind if you're new to Medicare Advantage.
Dec 18, 2025 by Maurie Backman3 Great Reasons to Save in a Roth IRA in 2026It pays to consider a Roth IRA for your money.
Dec 18, 2025 by Christy Bieber5 2026 Social Security Changes to Know About TodaySocial Security is changing next year, and it's best to start preparing now.
Dec 18, 2025 by Kailey Hagen, CFPThis Group of Seniors Will Get Their 2026 Social Security COLA FirstThese beneficiaries will get their first 2026 check nearly two weeks before anyone else.