Millions reach retirement age each year, and many find the experience stressful and negatively impactful on their mental health. Psychology tells us how to
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Planning for Retirement? Here’s How to Make More Accurate Expense Projections
Planning for retirement can be intimidating, but it doesn’t have to be. It all starts with a series of questions only you can answer.
The shocking ‘widow’s tax penalty’ results in higher taxes on less income after your spouse dies — why you must plan for it now to prevent disaster
This change can significantly impact your taxes: you may face a lower standard deduction, a higher marginal tax rate, more of your Social Security
How Trump’s Policies Are Quietly Reshaping Your Retirement Plans for 2026
From 401(k) changes to tariffs and student loan reforms, Trump’s 2025 policies are driving a major shift in how Americans plan for retirement.
My 4-Stock Retirement Plan For A Near-Perfect 7.9% Yield
The company, which has nearly $30 billion in AUM, scanned $875 billion in deals during the four quarters ending 3Q25. That’s the highest number
I’m a Financial Planner: This Retirement GPS Helps With Navigating Your Drawdown Phase
Ready to retire? Here’s how to swap your ‘peak earnings’ mindset for a ‘preserve-plus-grow’ approach instead of relying on the old, risky 4% rule.
Planning to Take Social Security at 70? You May Want to Rethink That for This Reason
Waiting until 70 to claim Social Security could do your retirement finances a world of good. But if you don’t desperately need a boost
How to Put Your Retirement Fears Into Perspective
Here’s how to use those fears to come up with potential solutions. The first time I worked on a retirement plan, I was in
How dividend reinvesting can power your retirement
Dividend reinvesting turns a quiet stream of cash into a growing engine for long‑term wealth, which is exactly what most retirees and near‑retirees need.
Why More Older Americans Plan to Postpone Retirement — or Even Unretire
Find out why a growing number of folks plan to delay retirement — and why many retirees are reconsidering their decision.