Health Diagnosis That Tilted Retirement and Markets
A health diagnosis that tilted retirement math retools how seniors claim Social Security and invest. This report expl...
When To Review Retirement Plan
Regularly reviewing your retirement plan is essential for long-term success. Find out when to make those important assessments.
19,952 articlesThree Americans Cashes Their 401(K) When Changing Jobs
A growing trend shows about one-third of workers cash out their 401(K) during job changes, undermining retirement pro...
How Much Should Have Your 401(K) by Age? A 2026 Guide
As markets swing in 2026, savers confront whether their 401(k) targets match reality. This report breaks down age-by-...
Million Retirement Savings Spends Fall Short in Retirement
A $1 million retirement target yields about $40,000 a year under the 4% rule, but inflation and healthcare costs wide...
Wealth Manager Says Baby Boomers Are Behind on 401(K)s
A prominent wealth manager warns that baby boomers with heavy equity in 401(K)s may face a tougher retirement path if...
Same Portfolio. Same Retirement. 10-Mile Move Costs Retirees
Two retirees with identical portfolios see their purchasing power diverge after moving 10 miles, underscoring how loc...
Social Security Replaces About 40% of Paycheck: Invest
As of early 2026, Social Security provides about 40% of typical workers' pre-retirement income, leaving a sizable gap...
Gray Divorce Standard Living Drops as Social Security Becomes Lifeline
New data show that gray divorce standard living often declines sharply for older women after separation, making Socia...
Fidelity’s 2026 Study: Boomers Rely on Social Security
New Fidelity data for 2026 show Boomers rely heavily on Social Security, while younger generations lean on 401(k) pla...
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...
Magic Number to Retire Comfortably Surges 15% in 2026
The latest Planning & Progress Study shows the magic number to retire comfortably climbed to $1.46 million, up 15% ye...
Trump’s Social Security Reckoning: 22% Cut by 2032
A 2026 Trustees Report warns of a roughly 22% cut to Social Security benefits by late 2032 unless policy changes occu...
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