Jan 21, 2026 by Kailey Hagen, CFP®2 Ways Your Ex Could Wind Up With Your 401(k) -- and How to Prevent ItKnowing this upfront can save you some major headaches.
Jan 21, 2026 by Dana George4 Off-the-Beaten-Path Ways to Use Your RMDsYou're not average, so why use your RMDs in an average way?
Jan 21, 2026 by Stefon WaltersRMDs in 2026: Should You Take Yours Now or Wait Until Later This Year?The decision largely comes down to your risk tolerance.
Jan 21, 2026 by Maurie BackmanDoing a Roth Conversion in 2026? Beware This Pitfall.If you're not careful, that move might come back to bite you.
Jan 21, 2026 by Dana GeorgeSenior Groups Suggest a Better Way to Determine Social Security Cost-of-Living AdjustmentsThe switch from one index to another won't make anyone rich, but here's why senior groups say it makes more sense.
Jan 21, 2026 by Dana GeorgeAre You Required to Take an RMD? Here's How to Know for SureRMDs may sound complex, but the rules are really quite straightforward. Here's how to know for sure if you're supposed to take RMDs.
Jan 21, 2026 by Maurie BackmanThis May Be the Most Hated Social Security Change in 2026Consider it a necessary evil.
Jan 20, 2026 by Dana GeorgeWhere to Find Medical Debt Relief in RetirementDoes the thought of your medical debt make you feel a little sick? Here's where you can turn for help.
Jan 20, 2026 by Maurie BackmanShould You Own a Home in Retirement?It's not a given that owning a home is your best bet.
Jan 20, 2026 by Maurie Backman3 RMD Mistakes to Avoid at All Costs in 2026Don't let these blunders upend your finances.
Jan 20, 2026 by Dana GeorgeWhat Is an Investment Bank, and How Does Its Role Impact Retirees?There may not be anything flashy about investment banks, but they play a vital role in the health of your portfolio.
Jan 20, 2026 by Stefon Walters5 Roth IRA Myths to Avoid Falling for in 2026Don't let these myths stop you from taking advantage of this unique account.
Jan 20, 2026 by Dana GeorgeProtect Your Parents From Financial ScamsOlder adults, particularly those with memory issues, are prime targets for scammers.
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, CFP®The 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.