Retirement
Shark Week Has It Backward: 6 Money Risks That’ll Actually Eat You Alive
Stacy Johnson CPA on July 28, 2026
Sharks killed nine people worldwide last year. These six financial predators are feeding on your money right now.
15 Common Roth IRA Mistakes That Can Ruin Your Tax-Free Retirement
Kathleen Coxwell on July 27, 2026
There are great benefits to Roth retirement savings, but you’d best know the other side too.
5 Estate Plan Oversights That Could Leave Your Heirs With Nothing
Stacy Johnson CPA on July 27, 2026
Think a simple will is enough? Think again. These common mistakes are a goldmine for lawyers and the IRS.
Don’t Claim Social Security Until You’ve Done These 7 Things
Miranda Marquit on July 27, 2026
To get the most out of your Social Security retirement benefits, you have to think ahead.
Think You’re on Track to Retire in 5 Years? Morningstar Says Beware the ‘Red Zone’
Kendall Blythe on July 27, 2026
If you’re unlucky, you might have another decade to worry about.
Retiring Solo: 6 Critical Steps to Protect Your Independence
Gillian Manning on July 24, 2026
Aging on your own is feasible — if you have a plan.
8 Ways to Avoid Paying More in Medicare Premiums
Chris Kissell on July 24, 2026
It’s possible that you might be required to pay more for Medicare than you expect. Here’s how to avoid that trap.
5 Side Hustles for Retirees That Don’t Feel Like Work (Some Can Be Done From Home)
Gillian Manning on July 24, 2026
These income opportunities can leverage your decades of experience and assets while offering the flexibility to work on your own terms.
I’ve Spent 45 Years Helping People Retire. Here Are 5 Reasons I Won’t, and Maybe You Shouldn’t Either
Stacy Johnson CPA on July 24, 2026
I’ve got plenty saved and I’m already drawing Social Security. So why do I flat-out refuse to retire?
17 Ways to Beat the Financial and Emotional Challenges of Retiring Single
Kathleen Coxwell on July 23, 2026
Seniors who retire alone have some special considerations.
Don’t Count on Social Security Benefits If You Fit Into Any of These 5 Groups
Miranda Marquit on July 23, 2026
The government can deny, withhold or garnish Social Security payments in these cases.
JPMorgan CEO Jamie Dimon Says ‘Personally, No’ to Long-Dated Treasurys. Where Does That Leave Retirees?
Kendall Blythe on July 23, 2026
How much downside can your retirement portfolio withstand?
This Common Medicare Choice Requires Double the Savings. Here’s What Retirees Need to Know
Chris Kissell on July 22, 2026
When it comes to Original Medicare and Medicare Advantage, one type of coverage is likely to leave you with higher out-of-pocket costs.
The 5 Dumbest Things Even the Smartest People Do With Their Retirement Plans
Stacy Johnson CPA on July 22, 2026
These common blunders could cost you thousands over time, but they’re easy to avoid once you know what to watch for.
The Best Thing You Can Leave Your Kids Isn’t Money — It’s These 8 Lessons
Stacy Johnson CPA on July 22, 2026
The money runs out. The lessons that made it don’t — and those are the real inheritance you’ll leave.
5 Red Flags You Aren’t Saving Enough for Retirement
Stacy Johnson CPA on July 21, 2026
Are you guilty of these five common mistakes?
As a CPA, I Thought I Knew Social Security — Until I Retired. Here Are 5 Costly Blunders Even the Experts Make.
Stacy Johnson CPA on July 21, 2026
I thought I understood how Social Security worked until I actually claimed it. Here are the costly traps I nearly fell into.
14 Moves to Maximize Your Social Security Checks You’ll Regret Not Making Sooner
Marilyn Lewis on July 21, 2026
You may qualify for more retirement income than you realize.
5 Signs You’re Saving Too Much for Retirement
Stacy Johnson CPA on July 21, 2026
We’re always told to save more, but is it possible to overdo it? If you’re sacrificing your life today for a future you might not enjoy, read this.
You Need to Consider so Much More Than Age When Planning Retirement
Kathleen Coxwell on July 21, 2026
You need to consider so much more than age when deciding when to retire.
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