How to Build Lifetime Income Without Annuities
Have you heard advertisements about creating lifetime income for a secure retirement? I’m always skeptical about annuities because they are...
The Medicaid Requirements in Trump’s Spending Bill Will Hurt the People Who Need It Most. Here’s How. – Center for Retirement Research
Getting people to work probably isn’t the point. As a rule, I don’t trust any piece of major legislation whose...
Forced Retirement? 6 Easy Steps to Regain Control and Secure Your Future
Experiencing a forced retirement? You are not alone! Almost half (46%) of retirees leave the workforce earlier than planned says...
Boldin Users Show Striking Financial Confidence—Far Outpacing National Averages
Financial planning doesn’t just calm your fears—it also gives you the confidence to make bold moves! That’s what a new...
Will the Average Retirement Age Keep Rising? – Center for Retirement Research
Probably not – most of the drivers have played themselves out. Let’s take a deep breath and step back from...
The Beige Book, Explained and Takeaways for Retirement Planning
The Beige Book, officially titled the “Summary of Commentary on Current Economic Conditions,” is a report published eight times a...
House Passes One Big, Brutal Budget Bill — Seniors’ Health and Security at Risk
May 23, 2025 House Passes One Big, Brutal Budget Bill — Seniors’ Health and Security at Risk In the early...
Scary Headlines Drive People to Claim Social Security Earlier – and That Has Real Consequences – Center for Retirement Research
DOGE attack on Social Security sparks anxiety about program’s stability. DOGE’s attack on Social Security has put the agency’s operations...
How to Retire Early! 28 Tips from Experts Who Took the Leap!
Dreaming of retiring early? You’re not alone. More people than ever are asking the big question: how to retire early,...
Roth IRA Contributions from a Taxable Brokerage Account
A fundamental strategy for any U.S.-based DIY retirement planner is to accumulate as much retirement money as possible in a...
