Social Security’s Role in Your Retirement
Speculation about the health of the Social Security system seems to be an American pastime.
How Will You Spend Your Time in Retirement?
Some have referred to retirement as 18 years of days. While a few of us have big ideas, not that many of the soon-to-be-retired people have envisioned what their day-to-day lives will look like.
Medicare Open Enrollment Starts October 15
In October, Medicare gives you the opportunity to adjust and modify your coverage for the upcoming year. Unlike Social Security, which is a one-time decision for most people, your Medicare coverage can be adjusted if you anticipate that your needs might change in the next year.
Retirement Trends for 2025 & Beyond
If you want to put your finger on the pulse of retirement trends, look no further than the annual Retirement Confident Survey conducted by the Employee Benefit Research Institute (EBRI).
Understanding How Healthshare Programs Work
Almost 60% of people retire earlier than they originally planned. If you’re younger than age 65, you may need to consider health care options before you are eligible for Medicare.
Pension Payouts–How to Evaluate Your Choices
There are times when you are faced with a financial choice: take a lump-sum payout or receive payments over time. This article will show you how to begin your decision process.
The 401(k) Millionaires Club Is Accepting New Members
The number of 401(k) millionaires rose again in 2024–an amazing investing milestone. But is $1 million a magic number?
What Motivates Retirement Planning?
A 2024 study by Fidelity Investments took a deep dive into what motivates people to prioritize retirement. We took look at some of the biggest trends.
Quiz: State of Retirement Planning
This quiz will play off of the article “What Motivates Retirement Planning?” It will look at some specifics from the survey.
Does the 4% Rule Still Work?
The 4% rule is a retirement rule that provides a high-level guideline for how much retirees can consider withdrawing from their accounts each year. We’ll look at the pros and cons of the rule and show why a personalized approach creates more flexibility.
