Topic: Retirement

How to Leverage Your Tax Deductions to Offset Roth Conversions (and When to Do It)

Mike Pappis on August 6, 2026

Here’s when you need to consider tax deductions for your long-term Roth IRA plans.

The “Widow’s Penalty” Can Quietly Cost Your Surviving Spouse Six Figures — There’s a Window to Stop It

Stacy Johnson CPA on September 21, 2026

When one spouse dies, the tax rules turn on the other. Here’s the retirement tax trap most couples never see coming — and the narrow window to defuse it.

13 States That Offer Property Tax Exemptions for Retirees

Chris Kissell on August 5, 2026

Many states ease the property tax burden of residents who are 65 or older.

Think You’re a Good Parent? Suze Orman Says This Money Move Proves Otherwise

Kendall Blythe on August 5, 2026

They had to learn “no” as toddlers. Now they need to hear it as adults.

A Guide to Knowing Your ‘Full Retirement Age’ for Social Security

Kent McDill (The Penny Hoarder) on August 4, 2026

Find out how old you need to be for Social Security benefits and what to consider before claiming them.

Oh, Elon, It’s Easy for You to Say ‘Money Won’t Matter in 2036.’ What About the Rest of Us?

Kendall Blythe on August 4, 2026

The rich and famous live in a different world from ordinary Americans.

9 Colleges That Offer Free Tuition for Seniors

Liz Lotts on August 3, 2026

These schools let retirement-age students earn credits or audit classes just for pleasure — for free.

8 Disappointing Realities of Medicare

Chris Kissell on August 3, 2026

The health insurance program is essential to the well-being of millions of retirees — but it’s not perfect.

7 Reasons You Procrastinate With Money — and How to Finally Stop

Stacy Johnson CPA on August 3, 2026

Procrastination doesn’t just waste time — it drains your account by the thousands. Here’s why, and how to stop.

‘A Lot of You Think I Hate Financial Advisors,’ Says Suze Orman, but It’s Not That Simple. Here’s What She Actually Thinks.

Kendall Blythe on August 3, 2026

Not all financial advisors are created equal.

How the Year of the Fire Horse Can Spur You to Build Wealth in 2026

Kathleen Coxwell on July 31, 2026

Whether you follow astrology or not, the Fire Horse can be a compelling metaphor for taking the reins of your finances.

Why Independent, Free Thinkers Might Just Fall in Love With Belize

Kathleen Peddicord on July 31, 2026

A new population of freedom-seekers is finding its way to these shores.

Retiring Single? Here’s How to Build a Bulletproof Plan in 10 Steps

Stacy Johnson CPA on July 30, 2026

Retirement without a partner offers incredible freedom, but it also removes the financial and emotional safety nets that couples often take for granted.