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Retirement

  • Elderly woman on a walker outside

    Why More California Retirees Are Taking Their Pension Out Of State

    The population of California has shrunken considerably throughout the 21st century, and many seniors seem to have departed for the same reason.

    By Erik Bojnansky 11 hours ago Read More
  • Happy middle-aged couple on a hike in a wooded area

    Make This Money Move Sooner Rather Than Later And You Might Be Ready To Retire Early

    If you're planning to retire early, this financial strategy will protect your savings from potential market downturns after you leave the workforce.

    By Abel Rodriguez 23 hours ago Read More
  • Woman in 60s looking happy

    When You Reach 60 Years Old, Here's What Your Stock Portfolio Should Look Like

    As you approach retirement, it could be worth rethinking your current portfolio strategy -- especially when it comes to your asset allocation.

    By Jennifer Woods 2 days ago Read More
  • A mature couple walking

    You've Been Warned: Leaving A Trust Empty Is More Risky Than You Thought

    Going through the hassle of creating a trust can be a tricky process, but doing all the work just to leave it empty can ultimately hurt your estate.

    By Sarah Bloomfield 2 days ago Read More
  • Happy Baby Boomers taking selfies

    The US County With The Highest Baby Boomer Population

    It's no surprise that baby boomers are drawn to Florida, but this county in particular boasts the nation's highest concentration of this generation.

    By Kelly Boyer Sagert 2 days ago Read More
  • older woman looking concerned while checking her laptop in a house

    5 Reasons A Retiree Regrets Buying A Vacation Home

    Many retirees might enjoy buying a vacation home. However, there are some financial pitfalls they should think of before investing in a vacation property.

    By Daniel Feininger 3 days ago Read More
  • A mature woman looking at phone and credit card.

    The Household Item Every Soon-To-Be Retiree Should Buy

    As you plan for retirement you might assume that saving money should be your priority. However, there are some large purchases you might want to consider.

    By Sarah Bloomfield 3 days ago Read More
  • An older couple making plans with a financial advisor

    The Top 3 Sources Of Income For The Average Retiree

    There are many institutions in place to help ensure that aging out of a consistent paycheck is far from a death sentence for the average American's finances.

    By Sarah Bloomfield 4 days ago Read More
  • A smiling woman setting items out at a garage sale

    5 Things The Middle-Class Should Sell Before Retirement

    Retirement can weigh more heavily on our financial decisions as we age, and selling certain possessions can be a great way to build a bigger parachute.

    By Erik Bojnansky 5 days ago Read More
  • Middle-age couple hiking on trail.

    You Might Be Ready To Retire Early One Day If You Follow This Retirement Rule

    If you're dreaming of early retirement and have an employer-sponsored retirement account, this IRS rule may allow you to quit the workforce early.

    By Abel Rodriguez 5 days ago Read More
  • President Donald Trump gestures as he answers questions from the press on board Air Force One

    The Down Payment Plan Trump Rejects (Despite White House Support)

    President Donald Trump poured cold water on his administration's plan for helping Americans find money for home down payments. Here is what we know.

    By Erik Bojnansky 5 days ago Read More
  • A couple of retired people walking on a beach in Spain

    11 Reasons Why U.S. Retirees Might Regret Moving To Spain

    Despite Spain being one of the most visited countries in Europe, it might not be the best place to retire. Find out why you might want to retire elsewhere.

    By Stephen Gadaleta 6 days ago Read More
  • couple sitting outside house with dogs

    5 Financial Milestones That Could Mean You're Ready To Retire Early

    Being able to support yourself financially is an important aspect of retirement. Make sure you meet these key financial milestones before you decide to retire.

    By Daniel Feininger 6 days ago Read More
  • Brick building with Social Security Adminstration sign

    Social Security Change Could Disrupt Service For Millions Of Americans

    As if Social Security hasn't been through enough in the last year, new systems are set to be implemented in early March which could affect service.

    By Kelly Boyer Sagert 6 days ago Read More
  • Unhappy senior woman counting her pension at home.

    The 12 Best Places For A Retiree With No Savings

    Not every retiree has savings to live off of for retirement. If you're looking for a cheaper place to live, check out some of these cities and towns in the U.S.

    By Stephen Gadaleta 7 days ago Read More
  • Retirees reviewing finances.

    When A Retiree Reaches This Age, It's Time To Switch To A 'Moderate' Retirement Portfolio

    When you retire, it's important to change your investment portfolio to protect your money. A moderate portfolio creates growth while reducing risk.

    By Abel Rodriguez 7 days ago Read More
  • An upset retirement-age woman sitting on her bed

    The 13 Worst Places For A Retiree With No Savings

    Not everyone can afford to put money away for their future, but there are many places in the U.S. that are effectively impossible for those people to afford.

    By Byron Armstrong 8 days ago Read More
  • An older couple looking upset while going over their finances

    Retirees Be Warned: Saving Too Much For Retirement Could Cost You

    While general savings wisdom is that you should save as much as you can for retirement, there are actually situations where you can save too much.

    By Sarah Bloomfield 8 days ago Read More
  • Olded woman looking upset as she checks her phone

    Top 5 Reasons A Retiree Regrets Not Claiming Social Security At Age 65

    After a long career, many people can't wait for the day they finally cash in on their Social Security benefits — and waiting too long can be a big mistake.

    By Kelly Boyer Sagert 9 days ago Read More
  • Social Security card and money

    Retirees Be Warned: Don't Ignore These Social Security Rules In 2026

    Knowing how Social Security works helps keep your finances on track in retirement. These four rules are about to undergo changes in 2026; don't ignore them.

    By Daniel Feininger 9 days ago Read More
  • Miniature of older couple on a calculator

    A Financial Planner Explains How One Mistake Could Make A Retiree Pay RMDs Twice In A Year

    Retirees need to keep on top of their taxes and retirement accounts. Before you withdraw any money from your RMD, make sure you do so at the right time.

    By Abel Rodriguez 9 days ago Read More
  • A cement sign outdoors that says

    Are Social Security 'Improvements' Actually Going To Help Retirees?

    The Social Security Administration recently made improvements to its customer service, but what are they, and will they actually help retirees?

    By Sarah Bloomfield 10 days ago Read More
  • unidentified person in a green shirt holding open an empty wallet

    Retirees Who Regret Moving Say These 5 States Aren't Worth The Hype

    Popular retirement destinations can look good on paper, but rising costs, healthcare access, and climate risks tell a different story for many older Americans.

    By Tamilore Onikosi 11 days ago Read More
  • older man with hand on his shoulder

    5 Things You Need To Do When Your Spouse Is Ill, According To A Financial Planner

    When your spouse becomes ill or passes away, your financial picture will likely change drastically. Here's what you should have in order before such an event.

    By Daniel Feininger 12 days ago Read More
  • handcuffed hand holding handle of briefcase that has money spilling out

    10 Signs Your Employer Is Illegally Taking Money From Your 401(k)

    If you notice discrepancies in your 401(k) account, then your employer might be misusing your money. Check for these signs before you lose more money.

    By Joseph Wilborn 13 days ago Read More
  • Two senior women doing yoga on a mat at home.

    Retirement Planning Tips That Also Boost Longevity, According To Experts

    Proper retirement planning not only optimizes your budget and living circumstances, it can also boost your longevity, starting with mental health.

    By Byron Armstrong 13 days ago Read More
  • A Social Security card with a pen laying across it and money and paperwork in the background along with a pair of glasses barely visible in the corner.

    The Promise Experts Say Washington Should Break To Save Social Security

    As the debate over Social Security's insolvency continues to rage, some argue that Congress needs to make an unpopular, but necessary, decision.

    By Sarah Bloomfield 13 days ago Read More
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