When Should You Take Social Security?
Compare tradeoffs of when to take Social Security. What factors matter most for your ...
2026 RMD Calculator and Table: How to Calculate Your RMD
We want you to know how to calculate your RMDs, but also want to save you the time of...
Roth Conversion Deadline: Why December 31 Matters
Roth conversions must be completed by December 31 to count for 2026. There is no Apri...
Medicare Open Enrollment 2026 (Annual Enrollment Period): Dates and Your Options
The Medicare Annual Enrollment Period runs from October 15 to December 7. Here's a qu...
Health Care Costs in Retirement: How Much to Plan for
If you're gearing up for retirement, you may be wondering how your health care costs ...
AI Financial Planning: Do You Still Need a Financial Advisor?
How has financial planning changed due to AI? This article highlights how AI can help...
The 4-Year Presidential Election Cycle and the Stock Market
What the presidential election cycle theory says about market returns in each year of...
Is Long-Term Care Insurance Worth It? Closing the Retirement Income Gap
Whether long-term care insurance is worth it is not a yes-or-no question with one rig...
Fraud Prevention Tips: How to Protect Yourself and Your Family from Financial Scams
Scams targeting retirees are getting more sophisticated. Let's review some fraud prev...
How Much Should I Have in My 401(k)?
Are you asking yourself, “How much should I have in my 401(k)?” There's more to r...
IRMAA Brackets for 2026: Income Limits, Surcharges, and How to Plan Around Them
Have you heard of the acronym "IRMAA?" It stands for Medicare income-related monthly ...
Questions to Ask a Financial Advisor
Knowing what questions to ask a financial advisor is only half the job. Knowing how t...