How to Build a DIY Retirement Plan — and Why You Shouldn’t Do It Alone
Scott Staton on October 8, 2026
You don’t need a professional to help you get your plans on solid ground, but you do need some help.
The Costly Social Security and Medicare Mistakes That Last a Lifetime
Scott Staton on October 7, 2026
For most folks, these programs are the most valuable retirement assets. Don’t make these costly mistakes.
The Tax Changes in Retirement Nobody Tells You About (and How to Avoid IRS Penalties)
Scott Staton on September 30, 2026
There are big changes to your taxes once you hit retirement. Be prepared from day one.
Why Your Regular Retirement Income Is Hiking Your Capital Gains Tax (and What to Do About It)
Scott Staton on September 28, 2026
Don’t be caught off guard. Here’s what to know, plus strategies for reducing your capital gains rate.
Here’s Where to Put Your Next Retirement Dollar for Maximum Growth
Scott Staton on September 24, 2026
There’s an optimal order for your retirement accounts, and you could be missing out by not knowing it.
Why a Down Market Is the Perfect Tax Window for Roth Conversions
Scott Staton on September 22, 2026
Don’t be so focused on your portfolio balance that you miss this opportunity.
Are You Saving Enough for Retirement Compared to Other Americans Your Age?
Scott Staton on July 10, 2026
See where your retirement savings stand compared to your peers.
What Would a Reduction of Social Security Benefits Mean for You?
Scott Staton on June 26, 2026
Depending on when you claim, here’s what your lifetime benefits could look like.
Odds Are Your Financial Literacy Is Low. Here’s How That Can Wreck Your Retirement.
Scott Staton on June 17, 2026
Discover which financial skills are declining the fastest — and how that threatens retirement plans.
Here’s What to Do With Your Money After Your Kid Graduates (Most Parents Miss This)
Scott Staton on June 11, 2026
Graduation means a big financial shift for a family’s budget. Learn how to optimize it.
Don’t Help Your Kid Buy a House Until You Run This Retirement Math
Scott Staton on June 5, 2026
Tempted to help your adult child enter the housing market? You might want to do some calculations first.
How to Plan Retirement Income With the S&P 500 Dividend Yield at a Historic Low
Scott Staton on June 4, 2026
With the S&P 500 dividend yield sitting near historic lows, learn how to adjust your plans for retirement income.
What Vanguard’s Target-Date Funds Miss About Retirement Income
Scott Staton on June 3, 2026
Vanguard’s target-date funds provide a helpful income floor, but find out why you need much more.
The 4% Rule Is No Longer Safe for Retirees. Here’s How to Make Your Nest Egg Last.
Scott Staton on June 2, 2026
Learn why the traditional 4% rule may be outdated and strategies to help you maximize your retirement income.
What the Fed’s Household Survey Misses About Retirement — and How to Fix It
Scott Staton on June 1, 2026
Feeling financially stable today doesn’t guarantee you’re prepared for a 30-year retirement.
How One Self-Employed Woman Built a Solid Retirement Plan on Her Own
Scott Staton on May 19, 2026
Discover how a single, self-employed woman used lifelong habits to secure her golden years.
What Your Retirement Budget Is Probably Missing (and How to Fix It)
Scott Staton on May 15, 2026
Discover how underestimating your retirement spending could leave you vulnerable when you need funds the most.
Here’s the New Longevity Target Most Americans Don’t Budget For
Scott Staton on May 11, 2026
Discover how longer lifespans are reshaping retirement planning and how long your finances need to hold out.
The Gap Between Retirement Expectations and Reality — and How to Confidently Bridge It
Scott Staton on May 5, 2026
See what recent national surveys reveal about the actual cost of retirement and the difference a solid plan makes.
This Yale Professor’s Math Formula Could Change How You Invest for Retirement
Scott Staton on April 6, 2026
Here’s why you might want to rethink the old rules about stock allocation in retirement.
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