Gen Xers Are Facing Challenges As They Get Ready for Retirement
Gen Xers were born between 1965 and 1980, which means they are between 45 and 60 years old.…
‘My husband did everything before he died.’ I’m 64 with a $4M home, $3M in Cisco stock and $400K in cash, but I don’t feel OK handling my finances. Where do I even start?
Question: “I’m a 64-year-old widow with two adult daughters. I have a survivor living trust where all of…
Social Security COLA 2026 sparks call for change to calculation
Skynesher | E+ | Getty Images A Social Security cost-of-living adjustment of 2.8% will go into effect in…
‘She is trusting and not a financial person.’ My 80-year-old, widowed mom’s financial adviser seems to be charging 3%. We asked for a refund. He ‘went radio silent.’ Now what?
Question: “Our 80-year-old mother was widowed in 2011 and when her adviser moved to a large investment banking…
‘Clock ticking’ on retirement crisis, says CEO at trillion-dollar TIAA
Nearly half of Americans are not saving enough for retirement and TIAA Retirement Solutions CEO Kourney Gibson say…
Gen X is facing a retirement crisis, reports show
Most working adults feel behind when it comes to their retirement savings. But when broken down by generation,…
Governments eye citizens’ pension savings to ease debt strain
As fiscal pressures deepen from aging populations and pandemic-era debt, governments are increasingly tapping into a tempting source…
50 Best Retirement Cities for the Middle Class
% of population 65+: 35.3% Annual cost of living: $48,053 Average annual Social Security benefits: $25,771 Average annual…
These inherited IRA mistakes could reduce your windfall, advisors say
Juanma Hache | Moment | Getty Images While many investors welcome a windfall, the rules for inherited individual…
10 Prompts To Try To Get a Real Answer You Can Use
ChatGPT is rapidly becoming a popular resource for retirement planning, and for good reason. The artificial intelligence (AI)…
Maximum Social Security benefit for 2026, after the 2.8% COLA
Halfpoint Images | Moment | Getty Images The new 2.8% cost-of-living adjustment doesn’t just increase Social Security checks,…
What the FIRE Movement Got Right — and Wrong — About Retirement
FIRE. These four letters have consumed the retirement planning discussion like, well, wildfire in recent years. They stand…