You’ll Spend Less Retirement, Data Shows Clear Shift
New retirement spending data shows older savers reduce outlays as healthcare costs rise, signaling a shift in plannin...
What To Gather For Retirement Planning
Knowing what to gather for retirement planning is essential for effective preparation. Make your transition into retirement as smooth as possible.
11,210 articles
Hardest Retirement Money Decisions Stack Up as Minds Slow
A 68-year-old investor locks in Social Security and tax moves as markets wobble. The hardest retirement money decisio...
Medicare Rule Advocates Concerned About Limits on Care
As 2026 brings potential changes to Medicare, retirees and investors face questions about access to care and costs. T...
Retirees with Million Still Sleep Uneasy as Markets Rally
A $3 million nest egg can fund comfortable retirement, but market swings and drawdown fears keep many retirees with m...
Social Security Recipients Positive: Fresh Policy Updates for 2026
Positive policy shifts are starting to shape how retirees plan their finances. This article breaks down the latest fe...
Finance America Announces Three Senior Hires to Align Brand and Product
Finance of America named three senior executives to steer brand, communications and product as it scales retirement-f...
Sell House in Retirement Triggers Medicare Surcharge Later
A recent home sale in retirement can raise Medicare costs two years down the line due to IRMAA. Here’s how to assess ...
Bipartisan Push Overhauls 401(K) for All Workers Now
A bipartisan plan to extend a federal retirement-savings match to workers without employer plans surfaces, uniting a ...
This Popular 2027 Social Security Projection: Insights
The latest 2027 COLA projections show a modest uptick, but many retirees still face a gap between benefits and expens...
Their Daughter Went Back: Can PA Retirees Afford Help?
A suburban Pennsylvania couple confronts a common dilemma: how much financial help can they offer their daughter went...
NAF’s Shannon Robinson Elevates Home Equity in Retirement
New American Funding is expanding its reverse mortgage team to turn home equity into a core retirement tool, led by S...
Rule Doctors with $1.6 Million 401(K)s and the Penalty Trap
Physician burnout and shifting market conditions are prompting some doctors with $1.6 million in 401(K) savings to pu...
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