3 Tricky Decisions for Every Retirement Plan
Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities.
Medical Expenses and Long-Term Care
More on Medical Expenses and Long-Term Care
4 Financial Tasks You Shouldn’t Put Off
How to make sure these common financial ‘pain points’ don’t imperil your plan.
3 Big Questions to Ask Your Aging Parents
Talk to them about finances, estate planning, and living arrangements.
How I Invest My Health Savings Account
Making choices to harness HSAs’ prodigious tax benefits.
Why Age 75 Is a Turning Point for Retirement Housing Decisions
Understanding cost, care, and complexity when deciding where to age.
Harry Margolis: How to Confront Aging Challenges Head-On
An eldercare attorney discusses how older adults can navigate estate-planning decisions, common misconceptions about long-term care, and why age 75 is a prime time to reassess housing choices.
How to Assess Your Needs for Different Types of Insurance
You already manage risk at the portfolio level. Here’s how to protect the other parts of your financial plan.
Emily Guy Birken: What to Do in the Five Years Before You Retire
The author and retirement expert shares a punch list for near-retirees, how to play catch-up on retirement savings, and why she has changed her mind about long-term-care insurance.
5 Strategies for Navigating the Medicare IRMAA Time Bomb
Precise planning is critical to keep high-income retirees off costly IRMAA cliffs.
How Spending Shocks Affect Retirement Planning
We examine two risks for retirement spending: unanticipated early retirement and big long-term care outlays at the end of life.
Still Working in Retirement? Watch Out for These Social Security and Medicare Tax Traps
Working in retirement can strengthen financial security, but it can also trigger higher taxes.
6 Retirement Must-Knows for 2026
Higher retirement plan contribution limits, changes to Social Security benefits, a new senior deduction, and more.
Tax Deadlines and Key Information to Know for 2026
Here are the tax-related dates and data that should be on your calendar in the new year.
Aging in Place Has Always Been About Community—Just Look to ‘The Golden Girls’
Why people are turning to their friends, family, and financial planners to find their way of aging successfully.
Joy Loverde: Planning Ahead for Care Needs as You Get Older
The author, speaker, and family caregiver on aging successfully, new options for housing later in life, navigating family relationships, and more.
Financial Caregivers, Make Sure You Know Your Rights
Power of attorney can feel like fighting an uphill battle, but here is how families can plan to manage their loved ones’ finances when it’s time to take the keys.
Social Security COLA 2026: What a 2.8% Increase Means for Your Retirement Income
Higher Medicare premiums may offset a raise for retirees.
Beth Pinsker: Lessons From ‘My Mother’s Money’
The journalist and author shares her personal story and gives practical tips for helping a parent through healthcare and financial challenges.
What You Need to Know About HSAs
Learn whether you’re eligible and how to make the most of their powerful tax advantages.
5 Financial To-Dos Before the End of 2025
Set yourself up for success as the year winds down.
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