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Money & Investing Articles

How Long Will $500,000 Last in Retirement? Let’s Run the Numbers

How Long Will $500,000 Last in Retirement? Let’s Run the Numbers

Updated for 2026 You’ve worked for decades and finally built a $500,000 retirement nest egg. Now comes the…

Can I retire at 65 with $500,000

Can I Retire at 65 With $500,000?

Can I Retire at 65 With $500,000? Let’s Run the Numbers You’re 65 years old. You have $500,000…

Two nest eggs labeled Roth 401(k) and Roth IRA under signs reading "Pay taxes now" and "Pay taxes later"

Roth 401(k) vs. Roth IRA: A Simple Guide for 2026

Updated for 2026 Roth 401(k) vs. Roth IRA: What’s the Difference and Which One Might Be Right for…

Taxe mitigation

How Taxes Affect Your Retirement Withdrawals: A Step by Step Guide

Most people spend their working years thinking about taxes exactly once a year, in the weeks before the…

Stacked bar chart illustration where the green stock share shrinks and the bond and cash shares grow from left to right

Stocks, Bonds, and Cash: Understanding Your Asset Mix at Every Stage of Life

If you have ever heard the phrase “asset mix” or “asset allocation” and felt your eyes glaze over,…

Which Account Should You Tap First

Which Account Should You Tap First in Retirement?

Which Account Should You Tap First in Retirement? If you’ve diligently saved for retirement, there’s a good chance…

Smiling retired man walking five dogs on leashes along a tree-lined sidewalk

Side Hustles for Retirees: Smart Ways to Earn Extra Income After Retirement

Side Hustles for Retirees: Smart Ways to Earn Extra Income After Retirement A side hustle in retirement can…

How to Budget in Retirement

How to Budget in Retirement Without Feeling Like You’re Cutting Back on Life

Retirement is supposed to be the time when you finally get to enjoy the life you worked so…

Investing-Risk-close-to-Retirement

Investing & Risk close to Retirement

Ten years out from retirement, most portfolios are still built for growth. That’s usually the right call. You’ve…

Chalkboard reading "Pay off debt, enjoy retirement" beside a coin jar labeled "Debt paid" and a debt checklist

Paying Off Debt Before Retirement: How Much Does It Really Matter?

Here’s a scene that plays out in a lot of households the year before retirement. The spreadsheet is…

man working past retirement

Working in Retirement

Working in Retirement How working affects your Social Security check Claiming Social Security before your full retirement age…

Retired couple at a kitchen table studying a message on a smartphone, the man raising his hand in caution beside a laptop and notepad

Avoiding Scams

Fraud Protection How to protect your retirement savings from scams Retirees aren’t targeted because they’re less careful —…

Illustration of a golden nest egg marked 4% releasing a steady stream of dollar coins beside a calendar and a level trend line

Retirement Withdrawal Strategies

How much you can safely spend each year, and why the order of your investment returns matters as…

Taxes and paperwork binder with a retirement paperwork checklist, calculator and labeled file folders

Taxes & Paperwork

Taxes & Paperwork The forms people forget None of the rules on the other pages matter if the…