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Blog Your guide to financial planning and retirement
Go beyond your savings and investments. We want to help anyone get confident and achieve financial independence so they can make the most of their money and time.
What does Suze Orman say about annuities? They can offer guaranteed lifetime income, but fees, taxes, and surrender charges are real trade-offs.
April 5, 2026
Delaying Social Security to 70 can add $100,000+ in lifetime benefits. These are the planning strategies that make the biggest difference.
At 62, Social Security is up to 30% smaller and Medicare is 3 years away. Here’s how to plan for both and know if your portfolio is ready.
See figures by trust, education, and wealth tier, from $6,100 for the least wealthy to $2.7 million for the top 1%, plus what it means for your plan.
The contribution order for retirement accounts can affect how much your money compounds tax-free. Here’s how to prioritize for tax efficiency.
Money is not all about numbers and analysis. Emotions can help and hurt your financial security. Learn how to be an emotionally intelligent investor.
Think you qualify for the 0% capital gains tax rate? Your other income may have already eaten that space. Here’s why, plus the 2026 brackets.
Arthur C. Brooks argues that staying in your career too long is a real risk, and that most successful people retire later than they should.
Retirees often pay more in taxes than they expect. Here’s how to plan withdrawal sequencing, Roth conversions, and RMDs for a lower bill.
Steve Chen sits down with Mark Miller to unpack the biggest changes hitting Social Security and Medicare right now.
A market drop lowers what you’ll owe on a Roth conversion. Learn how to turn a portfolio pullback into a long-term tax win.
Compare the most accurate life expectancy calculators: Living to 100, Blue Zones, SSA and Wharton tools, and more. See who each is best for.
Average health insurance cost from 62 to 65 often tops $1,000 a month without a subsidy. See real cost ranges and how to plan for it.
Leslie and Thomas Martin stress-tested their portfolio and gained the confidence to retire with a personalized financial strategy.
James Choi’s investing model suggests your stock allocation should depend on income, savings, and future earnings, not just age.
Roth conversions move pretax retirement savings into a tax-free Roth account. You pay taxes now to avoid them later. Here’s when it’s worth it.
The Odyssey Plan helps you explore bigger possibilities, test tradeoffs, and choose with real confidence.
Hidden mutual fund fees can cost you thousands over time. Learn every expense ratio, sales load, and 12b-1 fee, and how to minimize them.
Explore 10 things to think about – lifestyle and financial factors – when considering the best state for retirement.
31.9 million forgotten 401(k)s hold an estimated $2.1 trillion. Search the National Registry, DOL database, PBGC, and more — all free.
People like Jo Nemeth and Mark Boyle lived without money entirely. Here’s what they learned about community, self-reliance, and security.
See how much you could get from a reverse mortgage based on your age and home value, without personal information.
Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.
When markets feel uncertain, asking the right questions matters. These 10 questions can help you review your financial plan and make smarter decisions during volatility.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
