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    Retirement Planning8 Articles

    Mature couple looking at a laptop to understand their spousal social security options.

    Tue, Aug 26, 2025

    Social Security Spousal Benefits: What You Need to Know

    If you’re married—or have ever been married—you might be able to collect extra Social Security benefits. Discover this lesser-known strategy for retirement income.

    A life insurance agent talks through options with a client.

    Tue, Jul 15, 2025

    Is Life Insurance Considered an Investment?

    Unsure if your life insurance is just for death benefits? Find out how whole and universal life policies can accumulate cash value, and whether they can serve as a greater long-term financial tool than you expected.

    Elderly man shopping for medication

    Tue, Jul 8, 2025

    Understanding Medigap

    Learn why some Original Medicare patients boost their coverage with Medigap, a private health insurance policy, and if it could be a smart option for you.

    Elderly man with a calculator

    Tue, Jul 1, 2025

    Understanding Medicare IRMAA

    The higher your income, the more you should plan ahead for higher Medicare costs. Discover money-saving strategies to approach your IRMAA premiums—and how to reduce them in the future.

    A man talking to a woman on a high-rise balcony pointing upwards

    Tue, Jun 17, 2025

    How to Take Your Retirement Accounts Beyond Traditional Investments

    Self-directed IRAs offer similar benefits to traditional IRAs, with more flexible investment options. But it’s not the best option for everybody. Find out if it could be right for you.

    Whiteboard with financial charts and terms drawn on it

    Tue, May 20, 2025

    Roth Conversions and RMDs

    You can’t avoid required minimum distributions, but with smart strategies, you could potentially make them less painful.

    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.