Rolling Over Your 401(k) Could Hurt You
It’s conventional wisdom to roll over your retirement assets from a 401(k) into an IRA when you leave a job. But that’s not always the right move.
Financial Planning
The Surprising Power of Retiring Just a Little Later
Working an additional year beyond 66 provides 8% more annual income for 30 years. And the longer you delay retirement, the greater the effect.
This Rising Money Trend Could Help You Save More
The pattern that Americans show in saving money provides encouragement for people who don’t save enough.
An Annuity Gains Appeal
Retirees are turning to deferred income annuities in droves to address concerns about market volatility and outliving their nest eggs.
Are You Being Too Frugal in Retirement?
Many Americans are reluctant to tap into their retirement funds even when they can afford to, making their lives more miserly than they need to be.
To Retire Successfully, Don’t Be Like These People
Making these financial mistakes could undermine your retirement.
The Ideal Ages for Financial Milestones
What’s the right age for getting a car…buying a home…getting a credit card?
Divorced? Find Out What It’ll Do to Your Retirement Nest Egg
If you’ve been divorced or are going through one now, your retirement may be a victim. Take these steps to protect your future.
People Who Live Together Before Marriage Tend to Be Poorer
Couples who live together while delaying or opting out of marriage are more likely to have lower net worth and fewer assets.
You’re Probably Not As Financially Savvy As You Think
Americans feel pretty darn good about their money knowledge—too bad they don’t actually know much.
Don’t Be Confused About How Much Savings You Need for Retirement
Most people don’t know how much to save for a secure retirement. Don’t be one of those people.
To Be a Smarter Spender or Saver, Talk to Your Money—That’s Right, Talk to Your Money
Money is one of our greatest sources of stress. You can easily become smarter with your money, and reduce stress, by talking to it. Here’s how.
Baby Boomers Are Less Prepared for Retirement than Their Millennial Children Are
For many baby boomers, their know-it-all kids might just know a lot more than their parents do when it comes to retirement planning and finances.
The Dangers of Not Planning for Retirement—and How to Avoid Them
Consider this a warning from the future: Looking back, these are people’s biggest financial regrets…and we tell you how you can avoid them.
How Women Can Overcome the Retirement Wealth Gap
Women face a million-dollar wealth gap when it comes to retirement. Part of the reason—their attitudes toward investing. Here are solutions.
5 Mistakes to Avoid When Retiring Early
Early retirement might be wonderful if you can afford it…but there are some very dangerous ways that many early retirees sabotage their own retirements.
Managing Money When the Diagnosis is Dementia
When people are diagnosed with dementia, they and their loved ones probably don’t think about money right away—but perhaps they should.
How to Get Social Security and Medicare When Living Abroad
When you live outside the US, some of the rules for Social Security and Medicare are the same and some are different. How to get the most benefits.
Making New Friends After Retirement
Making New Friends After Retirement Doesn’t Have to Be Difficult
Planning for Future Medical Expenses
Learn How to Keep Health-Care Expenses from Draining Your Finances in Retirement