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Ready to call it quits? From timing Social Security to planning, here are 8 pieces of Dave Ramsey advice for a secure retirement.
Unlike some retirees, you may not have had financial advice throughout your life to guide your decisions. But it isn't too late to benefit from it.
Some employers are suspending or scaling back retirement contributions, leaving workers with new questions about savings, taxes, and long-term planning.
Should we sign up for a Health Savings Account (HSA) and embrace even more healthcare paperwork? We'd rather plan vacations than track receipts.
My husband's new diagnosis has me reeling; how do I protect our $1.6 million savings?
How does your nest egg compare? Explore the average retirement savings by age in 2026 and learn expert strategies to catch up if you're falling behind.
We asked financial advisers if this couple should cut expenses or borrow money to host this summer.
Discover the key differences between saving and investing and how your choice impacts your ability to retire. Learn how to balance these to retire comfortably.
When I started working out of college, I had one stream of income. My job. Now that I’m in my ... Read more
Keeping too much money in savings may feel safe, but over time inflation and missed investment growth can quietly undermine retirement readiness.
Dr. Wade Pfau explains four ways to beat sequence of return risk and turn your retirement savings into retirement income. For most of your working life, retirement planning feels relatively straightfo...
Kevin asks about using leveraged ETFs (2x and 3x return) for his retirement savings. LEverage Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John...
Higher-income earners must make 401(k) catch-up contributions with after-tax dollars and place them in a Roth account.
Fidelity Investments notified a customer that her phone number and email address had been removed from her profile. When she logged in, her accounts and savings were nowhere to be found.
If you’re going to try, here are some ideas on how to do it safely.
Most people don’t know about these tax perks for retirement savers.
Find out if your retirement savings are on track with our quick quiz.
Median retirement savings hit $185,000 at ages 55 to 64. Here’s how 401(k), IRA, and total balances compare across age groups. The post Average Retirement Savings by Age: See What Americans Have Saved...
As the title says, I'm a long term Fidelity customer (Rollover IRA and taxable brokerage acct). I also have a checking and savings account with a regional "normal" bank. I try to park most of my liqui...
Starting in 2026, the Federal Thrift Savings Plan (TSP) began allowing in-plan Roth conversions. Here's what you should know. The post Yes, You Can Now Do Roth Conversions in Your Thrift Savings Plan ...
Find out if your retirement savings are on track with our quick quiz.
Here are some of the most common misperceptions about what you need to be financially comfortable in your later years.
Find out if your retirement savings are on track with our quick quiz.
The Social Security provisional income threshold can create a "tax torpedo" for disciplined savers, raising your effective marginal tax rate to 40.7% or more.
For retirees seeking less risky savings options, here are a few recommendations based on your preferences.
Adding just 1% more can have a transformative impact on your retirement savings and spending. See how this painless hack works.
62 year old Canadian here. I'm currently in a situation where I am living on 1/2 my take-home pay so am slamming every other cent into savings. Theoretically in about a 1 1/2 years I should be able to...
A new SmartAsset study finds that retirement savings vary widely by state in 2026. See how your state ranks.
F67, M72. We get about income of 5500 a month spend about 4,000 a month and have $1500 left over, Next year that we will pay off our last debt and will have another $500 available. We have rebuilt our...
See how your retirement savings stack up compared with this Wall Street guide, ranked by age and income.
Join us as we continue our "Anchors of Retirement Confidence" series, where we discuss four areas of retirement uncertainty plus strategies to replace your anxiety with clarity and control. In part 3,...
Once paychecks stop, it can be frightening to shift out of the savings habit. But there are strategies to enjoy your nest egg and make it last.
President Donald Trump unveiled a federal plan offering government-backed retirement accounts with a $1,000 annual match for workers without employer-sponsored plans.
WHEN: March 23, 2026 12:00 PM-1:00 PM ET. WHERE: Zoom. Register By March 23, 202612:59 PM ET. Retirement planning doesn’t have to be daunting. Collect some tips for determining if you are on track to ...
We are 66 and have reached our retirement savings goal. Our plan is to travel, but my husband can't seem to let go of work.
The estimated savings needed to retire at 65 varies by nearly $1.5 million from state to state, driven largely by differences in housing costs.
Strategic saving and investing of HSA funds during your working years can unlock the full potential of these accounts to cover healthcare costs and more in retirement.
We've paid off our mortgage, have $970K in savings and $5K each month from Social Security. Kiplinger asked wealth planners for advice.
Make 2026 the year you stop coasting and start supercharging your retirement savings.
Even when your financial plan says you're ready for a big move, it's normal to hesitate — but haven't you earned the right to trust your plan (and yourself)?
Why Plan for Retirement with Only Half Your Assets? You’ve heard the expression, “It’s the elephant in the room,” when referring to something that is huge but still ignored. That’s true in retirement ...
Larry and Barbara Cook thought they were helping government agents. In the end, they found themselves victims of tax and Medicare gotchas, as well as the scammers.
With the tax-free money in a health savings account, a person can pay for eyeglasses or medical exams, as well as a $1,700 baby bassinet or a $300 online parenting workshop. Those same dollars can’t b...
What if the biggest opportunity to grow your retirement savings has nothing to do with chasing the next big investment and everything to do with taxes? In this episode, Ryan…
Transitioning from saving to spending in retirement can be tricky, but devising a strategic plan can help ensure a smooth and worry-free retirement....
Your money may be better served outside of a retirement account....
Editor’s note: This article has been updated on November 3, 2025 to ensure accuracy and reflect the most current information available. With paychecks…...
The real retirement cost may not be as devastating as it seems....
My wife and I have always been savers. Now in retirement I'm struggling to spend any money beyond the required bills, food, and payments. With our pensions and social security, the basics are way more...
Millennials may be better prepared for retirement than their parents, according to a new study....