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Browsing Tag

retirement planning

183 posts
PPersonal finance
Social Security 2026 benefit amounts will be affected by these changes
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Social Security 2026 benefit amounts will be affected by these changes

  • November 21, 2025
Ascentxmedia | E+ | Getty Images About 75 million Americans will see a 2.8% cost-of-living adjustment to their…
PPersonal finance
$1 million saved for retirement ‘ain’t what it used to be’: American workers still have a long way to go
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$1 million saved for retirement ‘ain’t what it used to be’: American workers still have a long way to go

  • November 21, 2025
Jessica Hall is a retirement reporter for MarketWatch. She was an Age Boom Academy Fellow with Columbia University…
PPersonal finance
Average 401(k), IRA balances hit record highs amid 2025's market gains
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Average 401(k), IRA balances hit record highs amid 2025’s market gains

  • November 20, 2025
Insta_photos | Istock | Getty Images Retirement account balances, which sank at the start of 2025 amid wild market swings, hit…
PPersonal finance
‘AI bubble’ shouldn’t be main focus of retirement investors
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‘AI bubble’ shouldn’t be main focus of retirement investors

  • November 20, 2025
Thasunda Brown Duckett CNBC Fears of an AI stock bubble have many investors watching — and some worrying…
PPersonal finance
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
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Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it

  • November 18, 2025
D-keine | E+ | Getty Images Losing a spouse can be devastating, and survivors often face a costly…
PPersonal finance
Younger Boomers Are Driving On-Demand Living In Retirement
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Younger Boomers Are Driving On-Demand Living In Retirement

  • November 18, 2025
Younger boomers adopted digital convenience throughout their work years. They are now carrying life-by-app into retirement and reshaping…
PPersonal finance
He saved $1.5M for retirement and has zero debt — so why does she still feel broke at 72?
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He saved $1.5M for retirement and has zero debt — so why does she still feel broke at 72?

  • November 17, 2025
Between high living costs and uncertainty in the stock market, Raymond, 72, is feeling anxious about retirement —…
PPersonal finance
How baby boomers can close a retirement savings gap
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How baby boomers can close a retirement savings gap

  • November 14, 2025
Many baby boomers aren’t on track to retire with enough money. They have some options to adjust their…
PPersonal finance
What to do with your 401(k) after a layoff
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What to do with your 401(k) after a layoff

  • November 14, 2025
Jackyenjoyphotography | Moment | Getty Images More from Financial Advisor Playbook: Here’s a look at other stories affecting…
PPersonal finance
‘Peak 65’ boomers can’t tell if they’re ready to retire, and this ‘confidence paradox’ could cost them big in retirement
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‘Peak 65’ boomers can’t tell if they’re ready to retire, and this ‘confidence paradox’ could cost them big in retirement

  • November 13, 2025
It comes as no surprise that Americans are paying more for necessities than they did last year, and…
PPersonal finance
401(k) contribution limits 2026: IRS increases savings cap
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401(k) contribution limits 2026: IRS increases savings cap

  • November 13, 2025
Maskot | Digitalvision | Getty Images The IRS has announced new 401(k) contribution limits for 2026. In its release Thursday,…
PPersonal finance
401(k) catch-up contribution limits 2026: IRS update
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401(k) catch-up contribution limits 2026: IRS update

  • November 13, 2025
Peter Cade | Getty Images The IRS has announced new 401(k) catch-up contribution limits for 2026. In its…
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