The Pros and Cons of a Reverse Mortgage in Retirement
A reverse mortgage can provide valuable retirement income, but it isn't the right solution for every homeowner.
07-21-2026
Latest
Working Women vs. Stay-at-Home Moms—The Argument Continues
Some working women find it unfair that they get smaller checks than women who didn't work.
07-22-2026
Grocery Clerks, Managers, and Maytags
SSA representatives are trained to handle the matters we present to them.
07-15-2026
Take These Steps to Tame Your Taxes in Retirement
Rising tax concerns are prompting more retirees to rethink their financial plans.
07-11-2026
The Biggest Retirement Mistakes People Make in Their 50s
The financial decisions you make in your 50s can shape the rest of your retirement.
07-10-2026
Sequence-of-Return Risk: Why Your First Five Years Decide Everything
Market losses early in your retirement can have a lasting impact on your savings.
07-8-2026
Don’t Sweat the Small Stuff
Some people must lie awake nights and worry that they might make a decision they think will cost them thousands of dollars in lost benefits.
07-8-2026
The 4 Percent Rule Is Showing Its Age: Smarter Withdrawal Strategies for 2026
The right retirement withdrawal rate depends on your income, investments, and goals.
07-2-2026
Government Health Care: A Before and After Story
Many Americans love all the benefits provided by Social Security and Medicare, as long as they don't have to pay too much for them.
07-1-2026
An IRA Playbook to Build Wealth
Matching your IRA strategy to each life stage can cut taxes and grow wealth.
06-30-2026
Divorced Men and Social Security
Most men earned more than their ex-spouse, and they are concerned about their exes filing for spousal benefits.
06-24-2026
Take This Simple Step as You Approach Retirement
Building a retirement cash cushion can help cover spending needs and reduce market risk in the early years.
06-23-2026
The Roth Conversion Sweet Spot
Timing a Roth conversion during gap years can lower taxes and boost long-term retirement flexibility.
06-22-2026
I Retired at 52—Here Are the Three Things I Would Do Differently
Three costly retirement mistakes showed me that financial freedom requires more than money.
06-20-2026
How Many Questions Can I Answer Today?
Every once in a while, I like to challenge myself by seeing how many Social Security questions I can answer in just one column.
06-17-2026
Financially Savvy Ways to Use Your RMDs
Required minimum distributions may create a tax bill, but they can also create new financial opportunities.
06-13-2026
Should You Drain Brokerage Accounts First in Retirement?
A more balanced withdrawal strategy could help smooth taxes and boost after-tax retirement income.
06-11-2026
Why a Forced Roth Could Be a Boon for Your Retirement?
New Roth 401(k) catch-up rules may sting now but could boost retirement wealth later.
06-11-2026
Benefit Computations: Simple and Advanced
You can find a complete breakdown of those computation "bend points" at www.socialsecurity.gov.
06-10-2026
529-to-Roth IRA Rollover Rules in 2026: Five Questions That Help Determine Whether You Qualify
How does the 529-to-Roth IRA rollover work?
06-6-2026
The Real Story Behind Social Security Overpayments
More than 99.5 percent of the time, people are being paid correctly.
06-3-2026
The Hidden Costs of Retiring Early
Retiring early may sound appealing, but taxes, healthcare, and market risks can be significant obstacles.
06-1-2026
The New 65? Why the Healthiest Retirees Are Throwing out the Old Playbook
More retirees are treating their 60s and 70s as the start of a new phase of purpose and adventure.
05-30-2026