Retirement Planning

Latest Articles

• ‘That’s weird!’: 58-year-old Baltimorean hasn’t saved any money but wants to retire soon. Owes nearly as much on Harley Davidson as his mortgage. Dave Ramsey responds.

  By Vishesh Raisinghani| 09.06.2024
• ‘Life happens’: New England couple with state pensions had their early retirement shattered by sudden medical expenses and inflation — 3 ways to prepare your nest egg for the unexpected

  By Maurie Backman| 09.03.2024
• These 6 Stats Show Americans Are Rethinking Retirement — How Many Apply to You?

  By Chris Clark| 08.31.2024
• I’m 32 and My Aging Parents Have Asked Me to Take Charge of Their Retirement Funds — But I Don’t Know the First Thing About Managing Money. How Should I Handle This?

  By Maurie Backman| 08.30.2024
• My Spouse and I Always Planned to Claim Social Security at Age 66 — But They Earn 4 Times My Salary. Would It Make More Sense for Us to Stagger Our Benefits?

  By Maurie Backman| 08.29.2024
• A 401(k) Is Just the Start — Follow These 5 Steps to Boost Your Account Value for a Carefree Retirement

  By Lou Carlozo| 08.29.2024
• Suze Orman helped this 67-year-old low-income retiree figure out the best order for tapping into her retirement accounts. Are you doing it right?

  By Victoria Vesovski| 08.28.2024
• Rich Middle-Aged Americans Are Leaving Work for Months, Years To See the World — but Are They Putting Their Retirements at Risk? How To Take a ‘Golden Gap Year’ Without Killing Your Finances

  By Christy Bieber| 08.27.2024
• These 5 Subtle Signs Suggest You’re on Track to Becoming a Multi-Millionaire. How Many Apply to You?

  By Chris Clark| 08.26.2024
• I’m 56, Single and Thinking of Moving From San Diego to Austin for the No-Income-Tax Benefit. Will It Really Boost My $500,000 Retirement Savings?

  By Lou Carlozo| 08.25.2024
• I’m 46 Years Old and Have Finally Paid Off My Student Loans — but Now I Have Zero in Savings. Do I Still Have Time To Retire With a Seven-Figure Nest Egg?

  By Christy Bieber| 08.19.2024
• Our Adult Son Won’t Ever Be Financially Secure Without a Fat Inheritance From Us — Should We Spend It All in Retirement or Budget for His Big Payday?

  By Christy Bieber| 08.16.2024
• 8 in 10 Retirees Aged 65-Plus With $50K-$100K in Savings Say They’re Living Decently in Their Golden Years — Is the $1M Nest Egg Goal Irrelevant?

  By Vawn Himmelsbach| 08.15.2024
• I’m 50 Years Old, Single and Want to Live My Best Life in Retirement — Will It Cost a Lot More to Go It Alone?

  By Vawn Himmelsbach| 08.14.2024
• What Happens to Your Student Debt When You Die?

  By Maurie Backman| 08.14.2024
• Billie Holiday and Pablo Picasso Died Without Wills, Leaving Behind Lengthy Legal Battles. Why It’s So Important to Make One — and Save Your Family From a Huge Bill

  By Sabina Wex| 08.12.2024
• My Wife and I Have Worked Over 40 Years and Want To Enjoy Our Retirement — but We Feel Guilty. Should We Spend Our Kids’ Inheritance or Make Sure Our Children Have Enough?

  By Maurie Backman| 08.12.2024
• Is it Better to Max Out Your Retirement Accounts, Contribute to Your Kids’ 529 Plan or Make Extra Mortgage Payments? Here’s What You Need to Consider

  By Christy Bieber| 08.06.2024
• Earn Too Much to Make Roth IRA Contributions? Here Are Ways You Can Adjust Your Income to Qualify and Boost Your Retirement Riches

  By Maurie Backman| 08.02.2024
• I’m 55 With $600,000 in Savings — Can I Retire Early in America With Just My 401(K) and Social Security?

  By Christy Bieber| 07.31.2024
• Do I have enough cash to cover my own health care needs in retirement? Here’s the math in 2024 to figure it out

  By Vawn Himmelsbach| 07.30.2024
• Here’s How Much Young Baby Boomers Have Saved for Retirement — How Do You Stack Up in 2024?

  By Christy Bieber| 07.29.2024
• 5 financial goals Americans should strive for in their 30s — and how to catch up if you missed the boat

  By Chris Clark| 07.29.2024
• WSJ Money Guru, 61, Preached Saving and Investing Enough Money to Live Past 90 — Then He Got a Devastating Cancer Diagnosis. But He Has No Regrets

  By Lou Carlozo| 07.26.2024
• The IRS wants you to know about a simple way to access $1,000 fast — interest-free and penalty-free. Here's what you need to know

  By Christy Bieber| 07.24.2024
• Nearly Half of Non-retirees Expect Social Security to End, and Some Are Saving Extra Just in Case — Is It Time to Form a Contingency Plan?

  By Christy Bieber| 07.24.2024
• Woman, 73, with plenty of money for retirement hits a classic boomer conundrum — should she gift her kids money today or let them inherit it after she dies?

  By Vawn Himmelsbach| 07.23.2024
• Nearly half of young Americans rely on the bank of Mom and Dad to get by — when’s the right time to turn off the tap?

  By Chris Clark| 07.22.2024
• I’m 45 Years Old, Divorced and Have 2 Children — With a Measly $5K in Savings. Are My Retirement Dreams Totally Destroyed?

  By Vawn Himmelsbach| 07.19.2024
• More Americans Are Contributing 6% of Their Paycheck to Their 401(K) — Here’s How Much It Can Boost Your Retirement Savings

  By Maurie Backman| 07.18.2024
• The Biden Administration Just Finalized a Controversial New Retirement Rule — Here Are 5 Things You Need To Know Now

  By Moneywise| 07.17.2024
• Here Are 5 Critical Investment Accounts for Americans Who Want to Retire With a Healthy Nest Egg

  By Chris Clark| 07.15.2024
• Popular Finance Columnist Fires Back After Readers Criticize Her for Ditching Her Ultra-Low Mortgage Rate by Paying Off Her Debt Early

  By Lou Carlozo| 07.11.2024
• So you're in your early 40s and your net worth is average — here are 5 steps to becoming a millennial millionaire

  By Maurie Backman| 07.09.2024
• So you're contributing to a 401(k), investing aggressively and prioritizing your savings — what are you doing wrong?

  By Maurie Backman| 07.04.2024
• Most Americans Want to Live Until They’re 100, but Also Don’t Believe They Can Afford To — Here’s How to Make Sure Your Retirement Savings Can Last a Lifetime

  By Vawn Himmelsbach| 07.04.2024
• Here Are 3 Big Myths That Cause So Many Americans to Miss out on Juicy Retirement Income — How Many Are Hurting You?

  By Maurie Backman| 07.04.2024