Planning for Couples Who Have a Big Age Gap
If you and your spouse have a significant age difference, planning ahead can help your savings last longer and keep your retirement goals aligned.
10-13-2026
Latest
50,000 Australians Took Control of Their Super Last Year, Why It Could Be Worth It
Australians aged 35 to 44 accounted for nearly 40 percent of new Self-Managed Super Fund holders.
10-3-2026
What You Need to Know About Retirement Account Tax Diversification
Diversifying your investments can reduce risk, but spreading assets across different types of accounts can also help manage taxes in retirement.
09-30-2026
The Most Insignificant Social Security Benefit
The benefit was never meant to stick around.
09-30-2026
All You Need to Know About Retirement Account Fees
Even small retirement account fees can add up over time, making it important to understand what you’re paying and why.
09-28-2026
5 Standard Bills Retirees Can Pay Upfront for Instant, Sacrifice-Free Savings
Prepaying certain everyday bills can unlock discounts and help retirees save hundreds of dollars without cutting back.
09-28-2026
Taxes All Retirees Need to Know About
Retirement can bring new taxes and surcharges, so knowing what to expect can help you keep more of your savings.
09-23-2026
Repeat After Me: ‘SSI and Social Security Are Not the Same Thing!’
Many people confuse SSI with Social Security for a variety of reasons.
09-23-2026
Bad Husbands and Social Security
I get more than a few emails from women asking me a Social Security question that involves being married to a jerk.
09-16-2026
Clearing Up the SECURE 2.0 Confusion: Is Your Required Minimum Distribution Age 73 or 75?
What age do you have to start taking RMDs?
09-9-2026
Meet Tom, Dick, and Harry
No one really knows when the best time is to start their Social Security.
09-9-2026
The 401(k)-to-IRA Rollover Expenses You Never See
Before moving your 401(k) to an IRA, make sure you understand the costs and benefits you could give up.
09-4-2026
A Hierarchy for Retirement Savings
The right order for funding your retirement accounts can help you maximize tax benefits and investment growth.
09-2-2026
The 2027 Social Security COLA Forecast Is Shrinking: What It Means for Your Monthly Check
A smaller Social Security COLA could leave retirees with less room in their 2027 budgets.
08-27-2026
How to Recreate a Paycheck in Retirement
You can replace your paycheck in retirement by strategically combining several income sources.
08-26-2026
Social Security Fast Facts and Figures
There were 68,456,000 people getting Social Security benefits in December 2024.
08-26-2026
How to Manage Your HSA With Medicare
Enrolling in Medicare can trigger costly mistakes with a health savings account if you don’t plan ahead.
08-21-2026
Disability Means Inability to Work
The only thing that matters is whether or not a person meets the legal definition of disability for Social Security purposes.
08-19-2026
How Much Should Retirees Worry About Inflation?
Inflation can threaten a retirement portfolio, but retirees can take steps to protect their purchasing power.
08-18-2026
Workers Who Turn 60 Through 63 in 2026 Can Now Stash $11,250 Extra, and Most Don’t Know It
Who qualifies for the 401(k) super catch-up contribution in 2026?
08-17-2026
How Much Money Should You Convert to a Roth Each Year?
The right Roth conversion amount could save you taxes, while converting too much could trigger costly surcharges.
08-12-2026