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It is not too late! Meet the Thompsons (retired now) and see how they started saving for retirement at 55. Plus, seven steps to get you to retirement in your early sixties (or before)! The post Real L...
Saving for retirement is typically challenging enough when you’re doing it on your own, but what happens when your partner isn’t on the same page? Maybe they think saving for retirement ca...
What if you could turn your biggest retirement expense into your greatest savings opportunity? In this episode, Tyson and Ryan Thacker from B.O.S.S. Retirement Solutions sit down with Brandon Olson,&h...
If you have a chronic illness, you know that the proper care can be expensive and, in many cases, lifelong. Here's how to get the healthcare you need in retirement....
Wondering when to start saving for retirement? Here’s what to know about timing, accounts, and how to catch up if you’re starting late....
How to Automate Your Savings with the 52-Week Challenge and Micro-Investing Apps...
When I see a headline that says "you need $1 million to retire" (or whatever) it never seems to say if this includes social security and the value of the house. Those seem like large variables. If you...
Sometimes called the "super" catch-up contribution, this new saving option is only available to workers age 60 to 63....
You’ve been jamming money into your retirement accounts for years now. When is it okay to slow down? Joe Anderson, CFP®® and Big Al Clopine, CPA spitball for Ron and Veronica in Indiana ...
More people are paying for time, privacy and peace of mind as they choose to "opt out" and pay a premium for the privilege of saving time and accessing peaceful environments....
Health savings accounts (HSAs) have long been used to cover medical costs. But when treated like a retirement account, they may also help build long-term savings....
Women already face an uphill battle when saving for retirement. Auto portability tech transfers their 401(k)s when they change jobs, which can add up over time....
Saving for retirement can feel overwhelming – especially with headlines constantly reminding us about rising healthcare costs, tariffs, and a volatile market. But here’s the thing: Most re...
Catch up contributions are the IRS’s way of making it easier for savers age 50 and up to tuck away enough retirement savings. The post Catch-Up Contributions: The Powerful Retirement Saving Secr...
Saving and spending is a concern but most workers and retirees think they are on track based on a new survey....
Retirement can be expensive, especially when you do it alone, surveys show. But there are ways to maximize your retirement savings even when facing your second act without a partner....
When it comes to saving for retirement, knowing which account to fund first is like knowing which steps to take when climbing a mountain. You want to reach the summit with enough oxygen (money) and en...
Saving money sounds simple, until you actually try to do it. You cut expenses, skip takeout, maybe even cancel a few subscriptions, but your account still looks the same. That’s not a discipline...
ACLI survey finds middle-age Americans also less confident in savings than younger and older…...
Most people don’t have a money problem, they have a habits problem. You don’t need to earn more, you need to stop losing what you already make. That’s how saving $1,000 in 30 days go...
The stock slump has hit 401(k)s hard in recent days. But even without a company match, contributing to a 401(k) can still be a great choice if your goal is long-term retirement savings....
Saving money doesn’t have to feel like punishment. You can still live well, eat well, and sleep easy, without wasting cash on things that don’t matter. A recent study on mindful consumptio...
Want to pay less in taxes during retirement? You actually have more control over your tax rate than you might think. James breaks down how different investment accounts—like brokerage accounts, ...
Tariffs triggered a market plunge, but the emotional impact spans generations—shaping spending, saving, and retirement plans from Gen Z, millennials, Gen X and boomers....
If you’re within five years of retiring, either before or after, you’re at your most vulnerable financially. Here are steps to weather the volatility....
JPMorgan’s guide can help baby boomers determine whether they have saved enough for a retirement pegged to their income level....
Wage growth for job-hoppers is on the decline, but financial advisors say that might be a good thing for long-term retirement savings....
Spare change has a way of piling up in all the usual places, desk drawers, car cup holders, bottom of purses. It’s easy to ignore because a few coins never feel like much. But those forgotten di...
New analysis from the Economic Innovation Group finds rural workers much less likely to have…...
Americans think $1.46 million is the ideal amount of money to have saved for retirement, according to a survey. High-net-worth Americans think $3.93M is ideal. What would that kind of money mean for y...
An ABLE account can improve quality of life for individuals with a disability — it permits tax-free saving for ongoing expenses without jeopardizing benefits....
Anyone can fall victim to a financial scam, but retirees can be more vulnerable than most, so stay alert to these common tricks that could catch you off guard....
Planning for retirement is crucial, especially for those self-employed or anyone without an employer-sponsored retirement plan. A Roth solo 401(k) might be the solution....
Multigenerational housing is being embraced by younger and older families seeking to address housing affordability, caregiving needs, and retirement security....
JPMorgan’s guide can help older Gen Xers determine whether they have saved enough for a retirement pegged to their income level....
Are you hoping to retire one day? How much do you need to start saving? Here's what percent of your income you need to put away. The post Safe Savings Rate — What Percentage of My Income Should ...
Some people are shifting their investment strategies as the stock market sours on President Trump, despite advice to maintain their savings and wait out the angst....
A Breakdown of the FAANG FIRE Savings Prioritization Waterfall...
I hadn't shopped around for insurance in decades, so I took some time and went through Farmers Insurance Choice to see if I could save money. The post I Hadn’t Shopped for Insurance in Decades &...
See how your retirement savings compare to this Wall Street guide for people aged 50 and 55, ranked by income....
ProFeds Founder, Chris Kowalik, reviews the IRS rules which allow federal employees to take from their TSP at various ages if they are RIF’ed. KEY TAKEAWAYS: How do employees access TSP after th...
Retirement should be about enjoying life, not obsessing over every dollar. Old habits die hard, and for good reason, many Boomers built their wealth through smart saving. But not every frugal move is ...
Hey all, I’m a few years out from retirement and I’m paying off things, saving for the insurance shortfall until Medicaid kicks in, etc. I’m throwing most of my “extra” m...
For countless retirees, the greatest challenge isn't saving money, but spending it. After years of diligent saving, the transition to drawing down those hard-earned funds can be fraught with anxiety a...
Starting retirement savings later in life can feel daunting, but it’s far from impossible....
Boomers made saving look easy. They built wealth, bought homes, and retired with money in the bank. Millennials? They’re stuck with sky-high housing costs, crushing debt, and a paycheck that bar...
It's never too late to start planning and saving for life after work....
And by lately, I mean the past several years or more. The value of the S&P 500 index of stocks, where most of us hopefully have a good chunk of our retirement savings stashed into index funds, is ...
Tl;dri need to change my investing/debt payoff/savings strategy because of my age (and lack of sleep). I'm looking for responses from people who understand how finances and investment strategies chang...
Saving money is a skill. Some people master it early, while others chase deals, clip coupons, and follow bad advice that does nothing but drain their bank accounts. The worst part? A lot of the so-cal...