Quiz: Are You Ready for the 2026 401(k) Catch-Up Shakeup?
If you are 50 or older and a high earner, these new catch-up rules fundamentally change how your "extra" retirement savings are taxed and reported.
Feb 03, 2026
Lifestyle
Lifestyle sharing
The Key to a Successful Transition When Selling Your Business: Start the Process Sooner Than You Think You Need To
Way before selling your business, you can align tax strategy, estate planning, family priorities and investment decisions to create flexibility.
Feb 02, 2026
I'm a Financial Adviser: This Is the $300,000 Social Security Decision Many People Get Wrong
Deciding when to claim Social Security is a complex, high-stakes decision that shouldn't be based on fear or simple break-even math.
Feb 01, 2026
5 Bob Dylan Quotes Every Retiree Should Live By
This legendary songwriter’s lyrics provide the perfect roadmap for finding passion and purpose in retirement.
Jan 31, 2026
5 Best Splurge Cruises for Retirees in 2026
Embrace smaller, luxury ships for exceptional service, dining and amenities. You'll be glad you left the teeming hordes behind.
Jan 31, 2026
My First $1 Million: Retired (at 57) Aerospace Senior Manager, 58, Denver
"Making $1 million was never a goal, but maybe it should have been. I simply wanted to be debt-free and never worry about money."
Jan 31, 2026
The 'Take That, Uncle Sam' Rule of Retirement Spending
Here's how to reduce your tax bill when you withdraw money in retirement.
Jan 30, 2026
How to Avoid Medicare Late Enrollment Penalties Forever
Whether you are still working or planning to retire this year, understanding the 2026 late penalties for Parts A, B and D is essential for your financial health.
Jan 30, 2026
Trump Nominates Kevin Warsh to Fed Chair. How Will This Impact Savers?
Here's a look at how Warsh could influence future Fed policy if he's confirmed.
Jan 30, 2026
We Retired at 70 With $4.3 Million. My Wife Won't Spend 'Our Grandkids' Inheritance,' but I Want to Travel.
I want to travel while we are still healthy, but my wife wants to pass down our wealth. Who is right?
Jan 28, 2026
Is the Housing Market's 'Lock-In Effect' Finally Starting to Ease?
As mortgage rates stabilize and fewer owners hold ultra-low loans, the lock-in effect may be losing its grip.
Jan 28, 2026
The New Average Divorce Rate By Age: Are You in the Risk Zone?
While the overall divorce rate has seen a small but steady decline, gray divorces have been on the rise since the 1990s.
Jan 28, 2026
I'm a Financial Adviser: This Is How You Can Minimize the Damage of Bad Market Timing at Retirement
Poor investment returns early in retirement on top of withdrawals can quickly drain your savings. The ideal plan helps prevent having to sell assets at a loss.
Jan 27, 2026
The 1-Month Rule for Setting Your Car Insurance Deductible
The ideal car insurance deductible balances risk and savings. Here's how to find it.
Jan 27, 2026
The $3,000 Retirement Mistake Millions Make Each Year (And How to Avoid It)
A little oversight or automation can keep money in your pocket.
Jan 26, 2026
What Not to Do After Inheriting Wealth: 4 Mistakes That Could Cost You Everything
Gen X and Millennials are expected to receive trillions of dollars in inheritance. Unless it's managed properly, the money could slip through their fingers.
Jan 25, 2026
The 'Yes, And...' Rule for Retirement
Retirement rarely follows the script. That’s why the best retirees learn to improvise.
Jan 25, 2026
The Top 10 Side Gigs For Retirees In 2026
Money is freedom in retirement; here’s how to earn more of it with a profitable side gig
Jan 25, 2026
Divide and Conquer: Your Annual Financial Plan Made Easy, Courtesy of a Financial Adviser
Overwhelmed by your financial to-do list? Split it into four quarters and assign each one goals that connect to the time of year. It could be life-changing.
Jan 24, 2026
I Regret Moving to a 55+ Community, But My Wife Loves It. What Can I Do?
We asked real estate and psychotherapist professionals for advice.
Jan 24, 2026