January Social Security checks: 2026 benefits rise 2.8%
Ascent/ Pks Media Inc. | Photodisc | Getty Images Many Social Security beneficiaries will soon receive their first…
5 types of people who might need a financial adviser in 2026 — and those who don’t
You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S.…
Estate planning helps limit costly mistakes: ‘My Mother’s Money’ author
Miodrag Ignjatovic | E+ | Getty Images After Beth Pinsker’s father died, she had her mother set up…
5 types of people who might need a financial adviser in 2026 — and those who don’t
You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S.…
3 big changes to your money that financial experts say to prepare for in 2026
A brand new year comes with new resolutions, new opportunities — and new changes to your finances. Aside…
It’s time for a retirement checkup: 5 easy ways to stay on track
Jessica Hall is a retirement reporter for MarketWatch. She was an Age Boom Academy Fellow with Columbia University…
‘He had an affair, divorced me and left me broke.’ I’m 63 and got a $100K inheritance that my boyfriend quickly spent. Now I have just $800 a month in Social Security. Help.
Question: “I am 63 and took Social Security early. My father left me a $100,000 inheritance for my…
This RMD mistake costs investors up to $1.7 billion annually
D3sign | Moment | Getty Images A key year-end deadline is here for many investors — and skipping…
Secure 2.0 rule allows early 401(k) withdrawals for LTC insurance
Halfpoint Images | Moment | Getty Images Workers may have a new way to help prepare for a…
3 Things That Make It Harder For Gen X To Retire
As retirement becomes a reality for Gen X, they may find that certain behaviors they pride themselves on…
How to Maximize Your Social Security in 2026
Miljan Živković / Getty Images When looking to maximize Social Security, remember that each person’s situation is unique,…
Gen X is behind on retirement savings more than any other generation. Here’s how to catch up and secure your future
While much ink has been spilled on boomers and their retirement savings, a new report is sounding the…