Retirement
6 Signs It’s Time to Fire Your Target-Date Fund
Stacy Johnson CPA on October 26, 2026
Your employer picked it for you, and the fund company won’t tell you when to leave. Here’s how to know it’s time.
Here’s the New Longevity Target Most Americans Don’t Budget For
Scott Staton on October 26, 2026
Discover how longer lifespans are reshaping retirement planning and how long your finances need to hold out.
A Record 769,000 Fidelity Savers Are Now 401(k) Millionaires. What Changes When the Balance Is That Big?
Kendall Blythe on October 26, 2026
The tax break that helped the money grow comes due in retirement, on a schedule you do not fully control.
10 Expenses to Cut Now If You Hope to Retire Early
Miranda Marquit on October 23, 2026
Do you like the idea of financial independence? Part of the FIRE equation is cutting costs.
Demand for Financial Advice Is ‘Accelerating,’ Says Schwab CEO. 4 Retirement Decisions to Ponder
Kendall Blythe on October 23, 2026
Few Schwab customers use its advice services today. The retirement decisions that come with a deadline show when getting help may be worth it.
4 Pitfalls That Every New Medicare Enrollee Should Know (Some Could Cost You for As Long As You Live)
B.T. Ballenger and Marilyn Lewis on October 23, 2026
Medicare’s rules are exacting, and penalties can be stiff and sometimes permanent.
How to Collect Social Security From (Almost) Anywhere in the World
Kathleen Peddicord on October 23, 2026
Getting your benefits while living abroad depends on a number of factors. Here’s what to know.
Retirees Spend $61,432 a Year on Average. Here’s Where the Money Goes
Stacy Johnson CPA on October 23, 2026
One category eats more than a third of it, and it isn’t health care. See where the easy cuts hide.
Taking Your Pension As a Lump Sum? The IRS Rates Behind the Payout Just Rose
Kendall Blythe on October 23, 2026
The promised monthly check hasn’t changed. What it’s worth as a single payment has, and the timing of your paperwork may decide by how much.
6 Costly Myths About Retirement, Debunked
Maryalene LaPonsie on October 22, 2026
You could be in for an unpleasant surprise if you have any of these misconceptions.
Dave Ramsey Says 8%. Morningstar Says Under 4%. Why the Gap?
Kendall Blythe on October 22, 2026
Experts have very different ideas about safe withdrawal rates. The one you choose could make a big difference to your retirement.
Turning 73 in 2026? Waiting on Your First RMD Could Put Two Withdrawals on One Tax Return
Kendall Blythe on October 22, 2026
The IRS grants a grace period on the first withdrawal. The second one keeps its original date.
Live a Luxury Retirement in the Philippines for Just $2,300 a Month
Lief Simon on October 22, 2026
Here’s where you can find an expat community and affordable luxury living.
Missed the Oct. 15 Tax Extension Deadline? What Waiting Another 60 Days Can Cost
Kendall Blythe on October 22, 2026
Some charges started piling up back in April. A December date decides whether a much bigger one joins them.
50 or Older and Making More Than $150,000? Your 401(k) Catch-up Must Now Be Roth
Kendall Blythe on October 22, 2026
A rule in effect since Jan. 1 moves the tax break and changes the paycheck math. The test looks at last year’s pay.
13 Surprising Tips for Having a Happy Retirement
Kathleen Coxwell on October 21, 2026
They may not be things you hear everywhere — or even want to hear. But they can help make your retirement happier.
8 Social Security Myths That Can Cost You in Retirement
Marilyn Lewis on October 21, 2026
What many people think they know about collecting retirement benefits is just plain wrong.
Want to Age in Place With Dignity? Why Some American Retirees Are Looking to Cyprus
Kat Kalashian on October 21, 2026
For those who want to age well affordably, surrounded by beauty, this Mediterranean spot is well worth considering.
Lost Track of an Old 401(k)? Your Savings May Be Slipping Away
Daniel de Visé and USA TODAY on October 21, 2026
Automatic rollover IRAs often park forgotten 401(k) money in accounts earning 1% or 2% a year, where fees can outpace growth.
8 Overlooked Senior Discounts for Saving on Travel, Pets and More
Donna Freedman on October 21, 2026
We all know about early-bird specials and movie price breaks. But a savvy senior looks for savings across the board.
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