Retirement

Latest Articles

• 

  What to do if your Social Security payment is late

  Is your Social Security check late? Here’s what to do.

  2 min read Aug 11, 2025
• 

  What to do if you lose your 401(k) employer match

  Lost your 401(k) match? Then it may be time to reassess your financial picture.

  5 min read Aug 11, 2025
• 

  How much money do you need for an annuity?

  Determining the right amount to invest in an annuity is a complex, personal decision.

  4 min read Aug 11, 2025
• 

  What is a solo 401(k)? A great self-employed retirement option

  Individual 401(k) plans can help sole proprietors, freelancers and others save tons of money.

  7 min read Aug 11, 2025
• 

  5 annuity strategies for high net worth individuals

  Annuities can still fill gaps that traditional investment accounts don’t cover.

  5 min read Aug 11, 2025
• 

  Trump’s executive order on 401(k) alternative assets – here are the biggest winners and losers

  The order may give plan sponsors legal cover to add alternative investments to 401(k)s.

  5 min read Aug 09, 2025
• 

  Backdoor Roth IRA: What it is and how to set one up

  If you want to open a Roth IRA and make too much money to do so, don’t fret.

  7 min read Aug 08, 2025
• 

  What age do most Americans take Social Security?

  Here’s the average age Americans filed for Social Security and the average benefit.

  3 min read Aug 05, 2025
• 

  Annuity payout options: How to pick the right one for you

  The annuity payout you choose can impact the size of your monthly payments for life.

  6 min read Aug 05, 2025
• 

  3 common Social Security scams and how to protect yourself

  Here’s what seniors can do to protect themselves from these fraudsters.

  6 min read Jul 31, 2025