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Retirement

  • 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months ago Read More
  • Pair of women riding through park on their bikes

    The 12 Best Cities For Retirement If You Don't Own A Car

    If you're looking to ditch the car during retirement, these cities across the United States are ideal for getting around on foot, bike, and transit.

    By Toni Matthews - El 2 months ago Read More
  • Unidentified older woman holding dollar notes

    4 Home Upgrades A Retiree Should Pay For Before Retiring

    You may be ready for retirement, but is your home? Before you quit the workforce, tackle these four important home upgrades to avoid these costs down the road.

    By Tamilore Onikosi 2 months ago Read More
  • A magnified view of three small houses stacked on top of each other with coins on top of the houses.

    9 Ways Retirees Can Turn A Second Home Into An Asset, Not A Money-Sucker

    Owning a second home doesn't have to be a financial strain for retirees if they optimize their investment for tax and income purposes.

    By Stephen Gadaleta 2 months ago Read More
  • An older man is removing a card from an outdoor ATM.

    Upper Class Baby Boomers Are Less Likely To Make This Money Move

    While there has been much discussion surrounding the great wealth transfer from the baby boomer generation, wealthier members of this group have other ideas.

    By Sarah Bloomfield 2 months ago Read More
  • Elderly man with folder of documents on desk

    Why Some September 2025 Retirees Are Still Waiting For Their Pensions

    These retirees left the federal government in a deal with the Trump administration. Many are still not getting their retirement income or their accrued leave.

    By Erik Bojnansky 2 months ago Read More
  • Affluent man sitting with luggage.

    When Your Net Worth Reaches This Number In Liquid Assets, It's Time To Upgrade Your Financial Planning

    As savings and investments expand, financial planning needs to evolve, shifting from basic budgeting toward strategies designed to manage complexity.

    By Abel Rodriguez 2 months ago Read More
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