Here are some of the biggest required minimum distribution mistakes
Luis Alvarez | Digitalvision | Getty Images As December approaches, some older Americans must soon take required withdrawals…
Why Your News-Watching Routine Could Be Hurting Your Retirement Plans, Experts Explain
Fact checked by Vikki Velasquez simonkr / Getty Images Constantly worrying about your finances because of the latest…
The senior population is booming. Caregiving is struggling to keep up
Maskot | Maskot | Getty Images In November 2022, Beth Pinsker’s 76-year-old mother began to get sick. Ann…
Mailbag Week: Retirement applications and processing
This week’s column will answer a variety of questions related to the ever-popular “black hole” of retirement processing.…
‘AI bubble’ shouldn’t be main focus of retirement investors
Thasunda Brown Duckett CNBC Fears of an AI stock bubble have many investors watching — and some worrying…
Average 401(k), IRA balances hit record highs amid 2025’s market gains
Insta_photos | Istock | Getty Images Retirement account balances, which sank at the start of 2025 amid wild market swings, hit…
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
D-keine | E+ | Getty Images Losing a spouse can be devastating, and survivors often face a costly…
How federal employees over 65 can navigate Medicare, FEHB and TRICARE
According to Office of Personnel Management data, as of September 2024, around 5% — or roughly 100,000 — of…
How baby boomers can close a retirement savings gap
Many baby boomers aren’t on track to retire with enough money. They have some options to adjust their…
What to do with your 401(k) after a layoff
Jackyenjoyphotography | Moment | Getty Images More from Financial Advisor Playbook: Here’s a look at other stories affecting…