10 Things No One Tells People About Retirement
Many people dream about retirement like it’s a thrilling prison break—counting down the days until they’re free. But the hard truth? Retirement isn’t just about getting there; it’s about knowing what comes next.
The Perils of Line-Item Thinking
Your key to long-term financial stability isn’t chasing returns; it’s sticking to a strategy that prepares you for an uncertain future.
Why Health Savings Accounts (HSAs) Aren’t Always Worth The ‘Triple Tax Savings’ Advantage
While HSAs offer valuable tax benefits, the right choice depends on your health needs and financial situation.
Don't Make Small Talk. Think Big Talk
Do you ever feel like conversations at social gatherings are shallow and uninteresting? Studies show that people who engage in meaningful discussions report higher well-being than those who stick to small talk.
Trouble Ahead
Your tax plan is just as important as your investment plan. Understanding the impact of RMDs, Social Security taxes, and Medicare surcharges can help you make smarter withdrawal decisions and avoid unnecessary tax surprises.
Are Annuities the Missing Piece of Your Retirement-Income Puzzle?
Annuities often get a bad reputation for being complex, but they can be a useful tool for helping you maximize your retirement spending.
Being Social May Delay Dementia Onset by Five Years
Good news! Whether it’s having coffee with a friend or chatting with your neighbor, research shows that staying socially active may help keep your mind sharp and even delay dementia.
Some of the Most Miserable People I Know Are Some of the Richest People in America
We often believe that getting rich will make us happy—but does it? Many wealthy people work tirelessly to accumulate money, yet find themselves stressed, unsatisfied, and always chasing more.
What's the Key to a Happy Retirement for a Couple?
What if the secret to a happy retirement with your partner is to listen with love?
Tax Tips When Naming a Trust as IRA Beneficiary
If you’re thinking about naming a trust or your estate as the beneficiary of your retirement account, it’s important to understand how the rules have changed under the SECURE Act.
20 IRA Mistakes to Avoid
While opening an IRA is simple, the rules surrounding contributions, withdrawals, and rollovers can be complex, leading to costly mistakes.
5 Top Regrets of Retirees (And How to Avoid Them)
Your best retirement should be filled with opportunity and enjoyment, but many retirees look back and wish they had done things differently.