Featured Resources

Viewing 25 - 42 of 43

A group of older friends socializing before dinner.

Investing - 5-Minute Read

Sarah Sharkey - May 22, 2023

The 4% Rule For Making Your Retirement Money Last

The 4% rule is meant to help you control your spending habits in retirement. Learn how this rule works, its pros and cons and other options you may have.
Woman laughing during relaxed work meeting.

Investing - 6-Minute Read

Victoria Araj - May 5, 2023

How To Transfer A 401(k) To A New Job

Let’s say you recently accepted a new job but you have a 401(k) plan with your former employer. How do you transfer a 401(k) to the new job? Uncover the answer.
Young African American woman working from home with laptop at desk.

Investing - 4-Minute Read

Scott Steinberg - May 4, 2023

Your Guide To Nondeductible IRA Contributions

If you’re considering retirement savings options, it might help to get familiar with nondeductible IRA contributions. Discover the benefits of this strategy today.
Elderly couple using computer together in bright, sunny kitchen.

Investing - 8-Minute Read

Scott Steinberg - Apr 27, 2023

Your Guide: What Is A 403(b) Retirement Plan?

Maybe you’re familiar with 401(k) plans but are wondering, “What is a 403(b)?” Discover 403(b) retirement plans and the difference between a 403(b) and 401(k).

Middle aged woman wearing glasses, holding documents and looking at laptop.

Investing - 6-Minute Read

Sarah Sharkey - Apr 22, 2023

Quick Guide: 401(k) Early Withdrawal Penalties

Want to withdraw early from your 401(k)? Consult our guide on 401(k) early withdrawal penalties, pros and cons of early withdrawal, and retirement plan options.
Middle aged woman sitting at computer holding a cup of coffee.

Investing - 4-Minute Read

Dan Miller - Apr 17, 2023

Everything To Know About 401(k) Contribution Limits For 2023

In 2023, the individual 401(k) contribution limit is $66,000, or $73,500 if you’re 50 or older. Learn about employer match limits and how much to save.
Young woman wearing glasses working on laptop.

Investing - 6-Minute Read

Sarah Sharkey - Apr 17, 2023

What Is A Solo 401(k) Retirement Plan?

A solo 401(k) is a retirement plan for self-employed business owners with no employees. Uncover solo 401(k) contribution limits and how to set up a solo 401(k).
Two women using tablet together.

Investing - 6-Minute Read

Victoria Araj - Apr 12, 2023

401(k) Benefits: 5 Reasons To Consider A 401(k) Retirement Plan

A 401(k) retirement plan has advantages, including employer matching and high contribution limits. Learn all about 401(k) benefits, even 401(k) tax benefits.
Financial planner meeting with older couple smiling in his office looking over retirement plan.

Investing - 10-Minute Read

Sarah Sharkey - Apr 11, 2023

Retirement Planning: A Complete Guide To Preparing For Retirement

Retirement planning involves establishing a strategy to save money for life after work. Learn about preparing for retirement and building retirement income.
Stock-Indian-Man-Buying-Bonds-Adobe-Stock-464857676.jpeg

Investing - 6-Minute Read

Lauren Nowacki - Apr 9, 2023

Bonds: What Are They And How Do They Work?

There are several types of bonds, each of which has a slightly different purpose and function. Learn about bonds and how they can fit your financial life here.

African American senior couple at a park wearing inline skates.

Investing - 8-Minute Read

Sarah Sharkey - Oct 13, 2022

How To Cut Costs As A Senior: 20 Frugal Living Tips

Cutting costs as a senior can help you avoid running out of money in the golden years. Use our top frugal living tips to help you cut your retirement spending.
Stock-Family-Backyard-BBQ-compressor.jpg

Investing - 5-Minute Read

Dan Rafter - Mar 22, 2022

That ‘Trusted’ 4% Rule For Retirement Might Not Be The Best One To Follow

Guidelines such as the 4 percent rule are helpful when determining how much you need to save for retirement. But following them blindly doesn't mean that you'll be guaranteed a financially healthy retirement.

Stock-Older-Couple-Holding-Hands-Adobe-Stock-216277978-copy-compressor.jpeg

Investing - 7-Minute Read

Lauren Nowacki - Feb 18, 2022

6 Surprising Costs To Prepare For When Planning Retirement

Are you prepared for retirement? Here are 6 surprising costs retirees face and how you can plan for them in your retirement budget.

Stock-Man-Agonizing-Over-Finances-Adobe-Stock-287150083-copy.jpeg

Investing - 4-Minute Read

Hanna Kielar - Feb 8, 2022

Should You Withdraw Your 401k Early To Offset COVID-19 Expenses?

Usually, removing money from a 401(k) account before retirement comes with significant penalties. Learn what the CARES Act means for retirement funds and whether it's a good idea to tap into those savings right now.
Stock-401k-Financial-Advisor-AdobeStock-292841377-copy-compressor.jpeg

Investing - 4-Minute Read

Molly Grace - Feb 3, 2022

7 Ways To Protect Your 401(k) From COVID-19

News of COVID-19 has caused markets everywhere to drop rapidly. As we ride this thing out, here are some steps you can take to protect your 401(k) or other retirement savings from this situation.

Stock-Older-Couple-Walking-In-Autumn-85454058-compressor.jpg

Investing - 4-Minute Read

Jamie Johnson - Feb 3, 2022

Long-Term Care Insurance: What Is It And Do You Need It?

Long-term care insurance is one of the best ways to protect yourself. Read our article on why it’s so important to have later in life.

Stock-One-Million-Retire-iStock-1146756557-copy-compressor.jpeg

Investing - 5-Minute Read

Molly Grace - Feb 3, 2022

Is It Enough To Retire With $1 Million?

How much money will you need to support yourself through retirement? Let's take a look at the million-dollar question.

Young couple looking at one phone together.

Investing - 11-Minute Read

Sarah Li Cain - Dec 16, 2021

Are You Ready To Join The FIRE Movement?

Planning for early retirement? The FIRE Movement is one way you can get there. Learn more about this strategy and how it works.