Why More People Are Investing Their HSAs — and How One Can Help You in Retirement
A health savings account is a versatile financial vehicle that allows you to save...
Retirement Planning
Empower Free Financial Review: What You Can Expect And Learn
After doing my first free Empower financial professional review back in 2014, I decided...
Will You Qualify for Social Security’s Biggest Paycheck of $5,108?
There’s no guesswork to it — the underlying math is actually quite cut and...
What estimated rate of return should you use for retirement planning?
I use an estimated average annual investment return of 6.5% (before inflation) when planning...
How much should you contribute to your 401(k)?
Ten percent? Twenty percent? More? I’ve written a lot about the benefits of both...
Smart Retirement Strategies for CoastFI
Many who reach CoastFI find themselves in a strange in-between: financially independent enough to...
You Can’t Expect to Live on Social Security Alone — Even if COLAs Become More Generous
Advocates are pushing for better COLAs, but that may only make so much of...
4 Reasons You Could Regret Your Early Social Security Claim
If you claim Social Security early, you could find yourself wishing you had made...
These Retirees Are Sure to Regret Delaying Social Security Too Long
While delaying a Social Security claim often makes sense for some seniors, there is...
Could BigBear.ai Stock Help You Retire A Millionaire?
BigBear.ai stock has been a huge AI winner over the past year. But the...