Retirement
10 Cheap Home Upgrades for Aging in Place (Under $100)
Stacy Johnson CPA on July 21, 2026
You don’t need a $50,000 renovation to stay safe. These 10 budget fixes keep you independent for peanuts.
The Great Wealth Transfer Is Underway. Is It $105 Trillion or ‘Only’ $36 Trillion?
Kendall Blythe on July 21, 2026
Gen X and millennial heirs are set to receive an average of $515,000 per household. Who actually gets it?
7 Social Security Blunders That Can Ruin Your Retirement
Lucy Lazarony on July 20, 2026
Making even one of these mistakes can sap your retirement income.
6 Expensive Medicare Errors You Can’t Afford to Make After Age 65
B.T. Ballenger on July 20, 2026
Medicare health insurance can be confusing. Beware these missteps — which can hike your costs.
How to Get Over These 4 Mental Blocks Holding You Back From a Financially Secure Retirement
Kathleen Coxwell on July 17, 2026
No retirement plans? Here’s what’s likely holding you back and how to finally get on track.
I’m 71 and Collecting Social Security. Can I Switch to Half of My Husband’s Benefit When He Retires?
Edna V. Forero, ChFC on July 17, 2026
A law change means new rules for “switching” between Social Security benefit amounts.
You Don’t Own All of Your IRA or 401(k) — Here’s Who Owns the Rest and 4 Ways to Buy Them Out
Stacy Johnson CPA on July 17, 2026
Part of that balance was never yours — and you’re about to meet the co-owner you never invited. Learn how to fight back.
What History’s Greatest Influential Minds Can Teach You About Your 401(k)
Kathleen Coxwell on July 17, 2026
Learn what some of history’s greatest thinkers had to say about planning.
You Think You’ll Retire at 65. Here Are 5 Reasons You Probably Won’t.
Stacy Johnson CPA on July 17, 2026
Workers plan to stop at 65. But many retirees actually quit at 62 — and most didn’t choose it.
Jamie Dimon Warns Investors: It’s ‘As Good As It Gets.’ I Traded Through Black Monday — 5 Moves to Make Now
Stacy Johnson CPA on July 17, 2026
The CEO who just posted record profits is warning you. Here’s what to actually do about it.
Diversify Into Dinosaurs: This Old Fossil Sold for $50.1 Million
Kendall Blythe on July 17, 2026
Who knew you could buy one at auction?
6 Things Retirees Wish They Had Known About Medicare Before Signing Up
Kristin Kurens on July 29, 2026
It’s not as easy as signing up once you turn 65. Learn from these retirees who found that out firsthand.
Is Your State One of the 10 Worst Economies in the U.S.?
Kendall Blythe on July 16, 2026
Someone has to be at the bottom, right? Does it really matter?
14 Habits for Happy and Healthy Aging, According to Science
Kathleen Coxwell on July 15, 2026
Cultivate joy and longevity with these simple, everyday routines.
12 Reasons to Make the Dominican Republic Your Affordable New Home
Kathleen Peddicord on July 15, 2026
See how the Dominican Republic fulfilled one couple’s move-overseas wish list.
7 Steps to Roll Over Your IRA or 401(k) Into a New IRA Without Handing the IRS 20%
Stacy Johnson CPA on July 14, 2026
Want to move your retirement account from one place to another? No problem. Just follow these steps.
I’m 70 and a CPA. Here Are 5 Times Being Cheap in Retirement Can Cost You
Stacy Johnson CPA on July 14, 2026
There are times in your life when cutting corners stops being frugal and starts being costly.
Tony Barzar Started at Costco Earning $5.85 an Hour in 1986. 40 Years Later, He’s a Millionaire and Still a Cashier
Kendall Blythe on July 13, 2026
Proof that you don’t need a six-figure salary to retire with $1 million saved.
The Biggest Threat to Your Retirement Savings Isn’t a Scammer — It’s Your Own Family
Stacy Johnson CPA on July 13, 2026
Over 70% of the money stolen from seniors is taken by someone they trust. Here’s how to see it coming.
What’s the Best Time of Year for a Roth Conversion?
Mike Pappis on July 13, 2026
You have to weigh the pros and cons of converting early in the year versus waiting until year-end.
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