Articles On:retirement planning

July 3, 2025

401(k)s: Are Managed Accounts Worth the Cost?

Professionally managed accounts within 401(k)s are having a moment. As of the end of 2024, ...

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Black man on computer looking at his managed accounts or navigating Medicare enrollment
June 26, 2025

To Downsize or to Upsize

As you approach retirement, you may think that downsizing to a smaller home makes a ...

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A black couple moving to a beach resort looking community after they chose to downsize
May 13, 2025

Paying for Senior Living: Using a Life Insurance Policy

Moving to a senior living community brings positive changes, like a more laidback lifestyle and ...

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A girl visiting her grandmother at a retirement center, for article on using a Life Insurance Policy to Pay for Senior Living. Image by monkey business images
April 24, 2025

Americans Failing in Retirement Readiness

Millions of Americans risk not being ready for retirement. Like Kryptonite to Superman or Achilles’ ...

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Woman looking worried at document failing at retirement readiness.
April 17, 2025

Spending Time Wisely in Retirement

The rule of 1,000 hours emphasizes the importance of spending time wisely in retirement. You ...

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Women in volunteer shirts spending time wisely in retirement
April 10, 2025

8 Things to Know About Working in Retirement

American workers typically retire by about age 61 because of health, layoffs, or simply because ...

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A man happy on the computer working in retirement in one of the best states for older workers. Noriko Cooper
April 3, 2025

Maximizing Retirement: 7 Types of Tax-Free Income in 2025

Wise retirement planning and execution means organizing assets in a way that minimizes tax liabilities. ...

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Happy extended family with grandparents taking advantage of tax-free income.
March 27, 2025

12 Great Gigs for Retirees

While many workers dream of the day they’ll no longer have to come to the ...

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A tour guide telling his group about the historic building, enjoying one of the great gigs for retirees
March 7, 2025

Paying for Senior Living: Selling Securities

When older adults consider moving to a senior living community, whether for an easier lifestyle ...

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Senior couple meeting with their financial planner about selling securities to pay for senior living. Image by Dragoscondrea
January 30, 2025

Do You Have a Lost 401(k)?

If you need more money for retirement, finding a lost 401(k) may rescue you. Donna ...

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Couple looking concerned at a computer not knowing they have a lost 401(k)