The Transition to Spending – Retire Before Dad
One of the more common retirement concerns I hear from new subscribers is the transition from saving for retirement to...
KFF Health News: New Federal Medicaid Rules Require One Month of Work. Some States Demand More.
April 16, 2026 KFF Health News: New Federal Medicaid Rules Require One Month of Work. Some States Demand More. Millions...
How Will AI Affect Financial Planning for Retirement? – Center for Retirement Research
I recently attended a financial advisor conference focused on artificial intelligence. Drawing on what I learned, this post summarizes my...
Social Security and Medicare Decisions That Can Cost You for Life
Social Security and Medicare will shape your retirement more than almost any other financial decisions you’ll make. The choices aren’t...
The Impact of Financial Advisors Since the Uptick in Policy Risk – Center for Retirement Research
The brief’s key findings are: Our recent survey research found that older investors are more concerned about their financial future due to...
Hiro Finance Is Shutting Down: Here’s the Best Alternatives for Users Looking for a Smarter Financial Planning Tool
If you’ve been searching for what happened to Hiro Finance or looking for the best alternative to Hiro Finance, you’re...
How to Pay Taxes in Retirement and Avoid IRS Penalties
When you’re working, taxes happen to you. Your employer usually withholds them from your paycheck, sends the money to the...
KFF Health News: Can I Opt Out of Having My Doctor Take Notes With AI?
April 07, 2026 KFF Health News: Can I Opt Out of Having My Doctor Take Notes With AI? Family physician...
The Cassidy-Kaine Proposal Does Virtually Nothing to Solve Social Security’s Financing Problems – Center for Retirement Research
Social Security needs modest revenue increases and benefit cuts – not extreme borrowing. Larry Fink of BlackRock, in the Annual...
How CalSavers Works: What California Workers and Employers Need to Know
CalSavers is California’s state-run retirement savings program for workers whose employers don’t offer a 401(k) or other qualified plan. Workers...
