What is an Index Fund? And, Why Are They Good for Your Retirement?
What is an index fund? Well, to start, it’s the type of investment recommended by the most famous investor in...
New Report: Social Security Administration Field Offices Lost An Estimated 20% of Staff This Year
August 08, 2025 New Report: Social Security Administration Field Offices Lost An Estimated 20% of Staff This Year New reporting...
Trump’s New 401k Order: Does Crypto and Private Equity Belong in Your Retirement Nest Egg?
A recent executive order from President Trump will allow 401(k) plans to offer investments in: Private Equity (buying stakes in...
New Poll Shows Most Americans Are Stressed About Grocery Prices
August 08, 2025 New Poll Shows Most Americans Are Stressed About Grocery Prices A new AP-NORC poll shows that Americans...
Understanding the Two Roth 5-Year Rules: A Key to Smarter Early Retirement Planning
Roth IRAs and Roth 401(k)s offer powerful tax advantages, especially for those aiming to retire early. But the IRS 5-year...
A Perspective on the 2025 Trustees Report – Center for Retirement Research
The brief’s key findings are: Headlines that focus on the exhaustion of Medicare’s Hospital Insurance trust fund miss the big picture. The...
You Probably Haven’t Hit Peak Happiness Yet: Find Out When It Will Happen!
When you were younger, you might’ve seen retirement as a time for slowing down—just like your parents or grandparents did....
A Big Risk for Retirement Investments? Avoiding Risk!
For years—across every generation—Americans have generally played it safe with their money, avoiding risk whenever possible. But as the old...
The One “Big Beautiful Bill” Provision That Says It All – Center for Retirement Research
How the OBBBA Cuts a Tax that Truly Benefits Only the Mega Rich. Like the majority of Americans, I sometimes...
A Planning Mindset Is the Secret to Financial Discipline, Confidence, and Better Results
Research from Harvard and other institutions shows that one key mental habit—the planning mindset—is one of the strongest predictors of...
