A retirement spending plan works best when income is organized into clear categories. Experts recommend segmenting income, so ...

Retirement planning and tax ideas for the year ahead? Laws are set to change in 2026. Here's how to lower your income tax and ...

Daniella Flores (they/them) is a former software engineer and founder of the two-time award-winning money, career and side hustle resource platform "I Like to Dabble" for LGBTQ+ and neurodivergent ...

Throughout this year of VERA, VSIP, RIF, DSR, and the new one, DRP 1.0 and DRP 2.0, many employees are trying to hurry up and learn what it takes to retire. This is an update to an article I wrote ...

A decade ago, I couldn’t spell septuagenarian, and yet now, at 72, I am one. A decade ago, I thought I would retire in my 60s. And yet here I am working in my 70s. The reality is that some of us don’t ...

It's hard for me to determine what my Social Security benefits will look like. No matter how much or how little money I get each month, I want my Social Security benefits to be nothing more than bonus ...

Today’s episode will focus on the tricky topic of tax planning during retirement. To tackle this topic, I reached out to Jeff Levine, who is Lead Financial Planning Nerd at Kitces.com, and also serves ...

The average monthly Social Security benefit for retirees sits right at $2,000. What matters is ensuring your monthly income can cover monthly obligations. Rumors of cuts to Social Security benefits ...

The impact of inflation on Americans’ retirement savings is clear and it remains a key concern of retirees and those who are planning their retirement years. Inflation is the most cited concern among ...

Most of us have no idea if our retirement plan is actually any good. Sure, we’re contributing to our 401(k) and maybe we’ve got some vague target numbers floating around in our heads, but is that ...

Should you use AI to plan your retirement? A year ago, if you had asked me whether you should use artificial intelligence to help with your retirement planning, I would have said, absolutely not.