Retirement

Smart, focused guidance on all aspects of retirement planning and spending.

Saving for Retirement

  • Medicare: What you may pay out of pocket

    It would be hard for most seniors to imagine getting by without Medicare. But you do need to know that it doesn’t cover everything. Here’s what you could pay for yourself.
  • Boomers cope with the pandemic

    The coronavirus outbreak has hit the finances of many Americans who are close to retirement. Here's how some of them are managing, along with some expert advice.
  • When early retirement is on the table

    A tough economy is forcing many companies to cut jobs and offer older employees incentives to leave ahead of schedule. If you're given the choice, here's what you should know.
  • Knowing if your nest egg will really last

    A new government rule lets you check what your savings amount to in actual payments so you can gauge if your money will be enough to last through retirement.

401(k)

  • When early retirement is on the table

    A tough economy is forcing many companies to cut jobs and offer older employees incentives to leave ahead of schedule. If you're given the choice, here's what you should know.
  • Knowing if your nest egg will really last

    A new government rule lets you check what your savings amount to in actual payments so you can gauge if your money will be enough to last through retirement.
  • Why you should keep an eye on 401(k) fees

    Many retirement savers have watched their retirement balances seesaw in the last year. That makes the fees that get charged to your nest egg matter more than ever.
  • Watch out for these retirement tax traps

    Retirees need to keep a close eye on Social Security and other sources of income to avoid getting socked with a huge tax bill. Here’s what you should look out for.

Getting Ready to Retire

  • Medicare: What you may pay out of pocket

    It would be hard for most seniors to imagine getting by without Medicare. But you do need to know that it doesn’t cover everything. Here’s what you could pay for yourself.
  • Giving your older parents a little space

    You’ve heard of ‘helicopter parents.’ How about ‘helicopter children’ who worry so much over their aging parents that they treat them like kids? Here’s how to avoid that.
  • Strategies to create income for life

    If you’re looking for a steady source of income that can see you through retirement, one option to consider is an annuity. This guide can help you figure out if one is right for you.
  • Boomers cope with the pandemic

    The coronavirus outbreak has hit the finances of many Americans who are close to retirement. Here's how some of them are managing, along with some expert advice.

Living in Retirement

  • Smart ways to use your HSA in retirement

    Health savings accounts (HSAs) can be used in a variety of ways to help manage health costs in retirement. This eBook highlights your choices and new flexibility to cover health expenses.
  • Medicare: What you may pay out of pocket

    It would be hard for most seniors to imagine getting by without Medicare. But you do need to know that it doesn’t cover everything. Here’s what you could pay for yourself.
  • Social Security myths debunked

    Understanding every Social Security rule is not easy, which can lead to expensive mistakes. Here are five of the most common misconceptions to clear up from the start.
  • When early retirement is on the table

    A tough economy is forcing many companies to cut jobs and offer older employees incentives to leave ahead of schedule. If you're given the choice, here's what you should know.