Retirement

Latest Articles

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  Worried about Social Security cuts in the future? 5 changes to make to your retirement plan now

  Here’s what you can do to improve your retirement plan and replace potentially missing Social Security income.

  4 min read Jun 13, 2025
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  Best self-directed IRA (SDIRA) companies in 2025

  These are some of the best self-directed IRAs available for experienced investors.

  4 min read Jun 12, 2025
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  7 cheat codes for retiring in a volatile market

  The moves you make early on will set the tone for the rest of your retirement.

  5 min read Jun 12, 2025
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  8 best Roth IRA investments to maximize your retirement

  When it comes to your retirement, focus on investments with a strong likelihood to grow a lot over the long term.

  7 min read Jun 12, 2025
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  I paused investing to pay off student loans — and still retired at 40

  Getting out of debt can sometimes be a smarter choice than saving for retirement.

  5 min read Jun 12, 2025
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  A complete guide to SEP IRAs: Why those who are self-employed should take a look

  The SEP IRA is designed for simplicity — especially if you own your own business.

  7 min read Jun 11, 2025
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  How to calculate the present and future value of annuities

  You can use an online calculator to figure the present and future value of an annuity.

  5 min read Jun 11, 2025
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  Thinking about claiming Social Security early at age 62 to invest it? We spoke to an expert who warned why it’s too risky

  Does it make sense to start Social Security at age 62 and invest the money yourself?

  2 min read Jun 10, 2025
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  How the $1,000 ‘Trump accounts’ for American babies compare to 529s and custodial Roth IRAs

  Trump accounts: What to know about these new investment accounts for kids.

  3 min read Jun 10, 2025
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  Retiring in 5 years? I tell my clients to take these 2 steps to safeguard their retirement plan

  I give this advice to all of my clients who are approaching retirement.

  3 min read Jun 10, 2025