401k

by Catherine Reed

7 Retirement Planning Errors That Surface at Tax Time Retirement planning can feel like a long-term project you’ll “tighten up later,” until tax forms arrive and reveal... read the story

by Catherine Reed

Why February Is When Retirement Assumptions Start Cracking January is full of fresh starts, but February is when reality checks show up. The holiday bills are done, the first payc... read the story

by Catherine Reed

Corporate Subscription Secret: Your Retirement Plan Might Now Require You to Pay Annual Fees You Didn’t Know Existed A workplace retirement plan can feel “free” because the money comes out before you ever see it hit your checking acc... read the story

by Catherine Reed

401(k) Limit Hits $24,500 in 2026 — 3 Moves to Make Before Your Next Paycheck A higher cap sounds like a nice headline until you realize it changes what your next paystub looks like. In 2026, the IR... read the story

by Catherine Reed

Catch-Up Contributions Are Shifting in 2026 — The Retirement-Savings Detail High Earners Can’t Ignore If you’re 50-plus and trying to max out retirement savings, 2026 is a year to double-check your settings. Limits incre... read the story

The Truth About Part-Time Work: It Now Affects Your 401(k) Eligibility For decades, part-time workers were excluded from employer-sponsored retirement plans, leaving millions without access t... read the story

by Barbara Friedberg

Help, I’m Confused About Investing, What Should I Do? Best Long-term Investing Strategy: Build Wealth With Confidence A former MBA student wrote in asking, “What is the bes... read the story

“How Much Savings Should I Have By The Time I Reach 50?” Turning 50 can feel like a financial checkpoint. You’ve been working for decades, juggling mortgages, kids, and career... read the story

9 Must-Have Savings Rules Every Boomer Wishes They Learned Earlier If you could sit down with retirees today, most would tell you one thing—they wish they’d saved differently. For man... read the story

by Barbara Friedberg

How To Become A Millionaire by 40 – 9 Strategies That Work From $0 to $1 million by 40: The Ultimate Wealth Blueprint A millionaire by the time you turn 40? It sounds unbelievable... read the story