Retirement

by Drew Blankenship

Retiring Midyear? This Social Security Rule Could Protect Your First Checks Planning to retire in the middle of the year can create an unexpected concern for people who want to claim Social Securi... read the story

by Max Erkiletian

Millions Could Qualify for TrumpIRA—But There’s a Catch if Your State Has an Auto-IRA The Saver’s Match law passed in 2022, and an executive order creating the TrumpIRA will offer combined retirement savi... read the story

by Drew Blankenship

6 Ways 403(b) Catch-Up Rules Can Affect Teachers Near Retirement If you’re a teacher in your late 50s or early 60s, you’ve probably spent decades pouring energy into your students w... read the story

by Drew Blankenship

6 Warning Signs a ‘Retirement Income Guarantee’ Pitch May Be Misleading After years of saving and planning, the idea of a “guaranteed retirement income” sounds like a dream come tr... read the story

by Drew Blankenship

6 Ways Working After Retirement Can Change Your Social Security, Medicare, and Tax Bill In the United States today, retirement doesn’t mean completely leaving the workforce anymore. Actually, 1 in 5 Ame... read the story

by Drew Blankenship

6 Required Minimum Distribution Rules Retirees Should Recheck Before Year-End One of the most costly mistakes retirees can make is not knowing the rules regarding Required Minimum Distributions (RMD... read the story

by Drew Blankenship

Annuities in Retirement: 5 Things the Salesperson Won’t Tell You Annuities are often marketed as the answer to one of retirement’s biggest fears: running out of money. The pitch c... read the story

by Drew Blankenship

7 Reasons Older Workers Are Quietly Powering the 2026 Economy — and What It Means for Your Retirement Timeline For decades, retirement at 65 was considered the finish line. Today, that milestone looks very different as millions of ... read the story

by Drew Blankenship

The Retirement Budget Stress Test: Can Your Finances Handle a Major Appliance Failure? Many retirees spend years preparing for medical expenses, inflation, and market downturns, yet one of the most common fi... read the story

by Drew Blankenship

Why New Retirees Need to Be Prepared For a Lost Decade Many people spend decades saving for retirement with the expectation that their investments will continue growing once t... read the story