Regret Not Saving More for Retirement in 2025? There’s Still Time.
You wanted to save a lot more for retirement than you actually did in 2025, but life intervened. Maybe you lost your job or you had an expensive bill come...
News
3 Signs You Shouldn’t Follow the 4% Rule in 2026
If you're retiring in 2026, you may have different income sources at your disposal. One might be Social Security, which you can claim once you turn 62. And ideally, you'll...
Medicare Advantage Will Officially Exclude These Items in 2026
The Medicare Advantage plan is a popular alternative to original Medicare, as it often includes more services bundled together into a single plan.
The Surprising Reason You Could Lose Out on Social Security Benefits in 2026
Even if you're entitled to a pretty generous monthly benefit from Social Security, that check may not be enough to cover all of your retirement expenses.
Bored in Retirement? 5 Things to Do.
So you were excited to end your career, but now you're retired and realize you just don't have enough things to keep busy with. It's not an uncommon scenario. But...
Medicare Advantage Covers 3 Surprising Grocery Store Staples
The Centers for Medicare and Medicaid Services listed some grocery services that Medicare Advantage plans can cover in its guide on "Contract Year 2026 Policy and Technical Changes to the...
Forced Into Retirement in 2026? 3 Things to Do Immediately.
Retiring on schedule can be a very exciting thing. In fact, you might enjoy getting to count down your final days in the workforce.
Here’s the Unfortunate Truth About Social Security’s Maximum Benefit Amount
The average retired worker receives just over $2,000 per month in Social Security benefits, according to November 2025 data from the Social Security Administration.
Don’t Leave the IRS a $1.7 Billion Tip: Set Up These RMD Reminders Now
One of the best parts of a 401(k) or traditional IRA is that you can deduct contributions from your taxable income in the year you make them (but traditional IRAs...
Don’t Panic: How to Fix a Missed RMD and Possibly Avoid the 25% Penalty
Taking advantage of accounts like 401(k)s, 403(b)s, and traditional IRAs is a win-win. On one hand, it's a way to actively save and invest for retirement. On the other, you'll...
Want the Max $5,181 Social Security Benefit? Here’s the Salary You Need
Considering that Social Security is a large portion of many Americans' retirement income, it makes sense that people would aim to receive as much as possible. Beginning this year, the...
Want the Max $5,181 Social Security Benefit? Here’s the Salary You Need
Considering that Social Security is a large portion of many Americans' retirement income, it makes sense that people would aim to receive as much as possible. Beginning this year, the...
All 2026 Medicare Enrollees Should Consider Doing This
If you're turning 65 or older in 2026, one financial move on your to-do list may be to enroll in Medicare. If you'll be leaving your job or losing health...
This Is the First Time in History This Medicare Rule Change Has Happened
The Medicare rule change that's happening in 2026 relates to Medicare Part D, which offers prescription drug coverage for people who enroll in a Part D Plan. It relates to...
Here’s How to Protect and Expand Social Security, According to One Hawaii Senator
It's no secret that Social Security, as we know it, is in a pinch. According to the Committee for a Responsible Federal Budget (CRFB), the Social Security and Medicare trust...
Why March 31 Is a Critical Date for Medicare Advantage Plan Enrollees
March 31 is the end of the Medicare Advantage Open Enrollment period that starts on Jan. 1. This January-to-March 31 period is different from open enrollment in the fall, as...
More Americans Can Contribute to an HSA Under the OBBB — Are You Eligible?
President Donald Trump's 2025 tax bill, the "big, beautiful bill" (OBBB), changed many aspects of the U.S. tax code. Among those changes was an expansion of eligibility and features of...
2 Reasons Your 2025 Social Security COLA Might Fail You
When the Social Security Administration announced last October that benefits would be getting a 2.8% cost-of-living adjustment, or COLA, in 2026, the reaction was probably mixed.