Lifestyle

9 Upgrades That Transform Your Family Home Into a Retirement Oasis

Here's a look at the smart, luxury modifications that prioritize your recovery, relaxation and effortless entertaining.

Apr 02, 2026

6 Stevie Nicks Quotes Retirees Should Live By

From navigating the 'Landslide' of change to embracing her own mystical path, the rock legend offers a masterclass in living life on your own terms.

Apr 02, 2026

Don't Let Low Tax Rates Lull You Into the Torpedo Zone: If You Have $1M to $3M in Tax-Deferred Savings, You Could Be Looking at Brutal Tax Bills in the Future

The Social Security provisional income threshold can create a "tax torpedo" for disciplined savers, raising your effective marginal tax rate to 40.7% or more.

Apr 01, 2026

I Am 55 With a $1.5 Million 401(k). Should I Take a 401(k) Loan to Pay for a Home Improvement Project?

We asked a wealth planner if borrowing from a 401(k) will throw a retirement plan off course. The answer may surprise you.

Apr 01, 2026

The IRMAA Income Trap Quiz: What Really Counts?

From municipal bonds to Roth conversions — take our quiz to find out if you know which income streams push you into higher Medicare brackets.

Mar 31, 2026

Like Baking a Cake, Plan Your Retirement With Core Ingredients, But Personalize the Frosting

When it comes to retirement (and cake), people have their own preferences. Instead of trying to fit into a predetermined box, consider a personalized approach.

Mar 30, 2026

The Two-Lifetime Challenge: How to Fund Your Retirement and Theirs

When you have a child with a disability, your money has to last twice as long. Here is the blueprint for a century of financial security.

Mar 30, 2026

When a Home Upgrade Becomes a Lifestyle Creep Trap

Do you know how much that new backyard will actually end up costing you each month?

Mar 29, 2026

The Retirement Risk No One Likes to Talk About: You, Still Here

Living longer is the biggest retirement risk for most investors. If your retirement plan doesn't extend to your mid-90s and beyond, this is what you need to do.

Mar 28, 2026

When Spring Cleaning Your Finances, Don't Forget to Look in These 5 Corners

Spring cleaning your finances doesn't require dramatic lifestyle changes — just look for hidden culprits that drain your finances. Here's where to find them.

Mar 28, 2026

The Best Luxury Food and Wine Tours in 2026

With foodcations and other culinary trips on the rise, we recommend some of the country’s most elite gastronomic events and tours for epicurean retirees.

Mar 28, 2026

Here's How Much Florida Retirees Actually Save on Taxes in 2026

Florida’s tax-friendly reputation draws retirees every year, but potential 2026 property tax changes, rising insurance costs, and everyday expenses could affect your bottom line.

Mar 28, 2026

I'm a Wealth Adviser: This Social Security Claiming Mistake Can Hurt Women the Most

Women should personalize their Social Security claiming strategy and run the numbers after considering life expectancy, tax situation and existing assets.

Mar 27, 2026

9 Ways Snowbirds and Retirees Can Beat Soaring Gas Prices on the Drive Home

Gas prices are at least $1.00 more than when retirees and snowbirds headed for warmer weather. Here are some easy ways to save some of that cash.

Mar 27, 2026

3 Options for Setting Up Your Retirement Paycheck: Choose the One That Suits You

Choosing the best way to withdraw retirement funds depends on which paycheck system aligns with your lifestyle, tax plan and shifts in spending as you age.

Mar 26, 2026

Can AI Plan a College Tour Road Trip? I Bet My Ex-Husband It Could — Here’s What Happened.

This parent could use help planning a tour of colleges across the country. Is AI up for the challenge?

Mar 26, 2026

Regret Your Move to Medicare Advantage? Two 'Safety Nets' Can Help: But Act Fast

Discover the federal protections (one expires on April 1) and state-level hurdles you’ll face when switching from Medicare Advantage back to original Medicare.

Mar 24, 2026

When Family Phone Plans Don't Make Sense

Family phone plans often start as a cost-saving strategy, but evolving data usage, travel and device preferences can make separate plans more practical.

Mar 24, 2026

A Market Crash Isn't Your Greatest Retirement Risk: The Real Threat Lies Closer to Home

Retirees are conditioned to think that market risk is the main threat to their future, but here's the real danger — and how to bring it under control.

Mar 22, 2026

Retiring in the Next 12 Months? Answer These 3 Questions Before Your Paycheck Stops

The final decisions you make on spending, Social Security and investments can make the difference between a successful retirement and one filled with regret.

Mar 22, 2026