Oct 13, 2025 by Maurie BackmanInflation Is Making it Harder for Gen Xers to Save for Retirement. Here's How to Get Around ThatIt's a problem that needs to be addressed.
Oct 13, 2025 by Selena MaranjianHow to Build a Monthly Paycheck From Multiple Retirement AccountsIt's critical to have a plan -- and a thorough one, too.
Oct 13, 2025 by Stefon Walters3 Little-Known Social Security Rules All Married Retirees Should KnowUnderstanding these rules could lead to higher benefits for eligible retirees.
Oct 13, 2025 by Dana GeorgeWhy Decumulation Is Just as Important as Saving for RetirementYou've worked hard to accumulate the resources you need to retire in style. A strong decumulation plan can ensure you never run out of money.
Oct 13, 2025 by Dana GeorgeThis One Oversight Could Cost Retirees Their Nest Eggs. What Should You Do to Avoid It?Decumulation represents a new phase in life. At that point, you'll get to spend the money you've worked so hard to save.
Oct 13, 2025 by Maurie BackmanWhy My Retirement Portfolio Is Loaded With REITsThere's more than one reason I'm a fan of real estate investment trusts.
Oct 13, 2025 by Matt Frankel, CFPNew Social Security Tax Deduction: What You Need to KnowThere's a new tax break for seniors, but it doesn't exactly eliminate Social Security benefit taxes.
Oct 13, 2025 by Dana GeorgeSeniors: Do You Recognize the Signs of a Loan Scam?Scamming is nothing new -- the only thing that's changed is how scammers go about separating good people from their money.
Oct 13, 2025 by Bram BerkowitzHere's the Maximum Possible 2026 Social Security Benefit at 62, 67, and 70The formula to calculate Social Security benefits is complex.
Oct 13, 2025 by Selena MaranjianWhich 13 States Don't Tax Retirement Income? These Ones.Most states don't tax Social Security benefits. Does yours?
Oct 13, 2025 by Dana GeorgeHow Could AI's New Role in Medicare Decisions Impact You?While health professionals express concern, it's yet to be seen if WISeR is a wise idea.
Oct 13, 2025 by Christy BieberHow Much Retirement Savings Should You Have by 67? A Big Financial Firm Gives a Clear Answer, but There's More to the Story.While there's a basic rule of thumb regarding retirement savings, you can't count on these general rules to guide your retirement.
Oct 13, 2025 by Sean WilliamsSenator Bernie Sanders Wants the Wealthy to Pay Their Fair Share to Save Social Security, but There's a Problem -- They Already AreTaxing high earners to strengthen Social Security isn't the slam-dunk solution it's made out to be.
Oct 13, 2025 by Maurie BackmanYou Can't Expect to Live on Social Security Alone -- Even if COLAs Become More GenerousAdvocates are pushing for better COLAs, but that may only make so much of a difference.
Oct 12, 2025 by Kailey Hagen, CFPWhat Are 6 Strategic Ways for Retirees to Use Their Required Minimum Distribution (RMD)?You have options if you don't need your RMD to cover living expenses.
Oct 12, 2025 by Selena MaranjianHow to Turn $100,000 Into $1 Million for Retirement: 3 Smart Investment StrategiesAmassing a million dollars is not an out-of-reach goal for many of us.
Oct 12, 2025 by Kailey Hagen, CFP3 Steps to Take to Collect the Max Monthly Social Security Check in RetirementRetirement could be a lot more comfortable if you can pull this off.
Oct 12, 2025 by Maurie BackmanHate Your Stressful But High-Paying Job? Here's Why Sticking With It a Few More Years Could Set You Up for a Sweet RetirementBefore you tell your boss you quit, consider the upside.
Oct 12, 2025 by Keith SpeightsStatistics Say: This Is the Best Age to Claim Social SecurityThe statistics don't lie. But they don't tell the full story, either.
Oct 12, 2025 by Dana GeorgeElder Financial Abuse Is a Growing Concern. Here Are Red Flags to Watch For.Older people are seen as rich, easy targets.