Sort and filter Sort by: Oldest to newestNewest to oldest Filter by: Budgeting Debt Education Estate planning Financial planning Health care Insurance Investing Markets and the economy Nearing retirement Retirement income Retirement planning Social security Taxes Workplace benefits 4 min read Retirement planning A 5-step yearly financial checkup to help you retire A yearly retirement account review helps keep everything from your address to balances and beneficiaries in order. 4 min read Retirement planning Single and over 50? Here’s how to prepare for retirement. Everyone's retirement needs are unique, especially when it comes to individuals versus couples. Here are seven considerations to keep in mind if you’re planning to live on a single retirement income. 2 min read Retirement planning Calculate how much income you’ll need in retirement With retirement on the horizon, now is a good time to calculate how much income you’ll need. Consider these questions to calculate how much income you may need in retirement. 6 min read Markets and the economy July economic outlook: How will Social Security’s future affect the economy? Change is coming for this program, whether we’re prepared or not. How will America’s pocketbooks and savings habits adjust? 6 min read Retirement planning Can you lose your retirement savings in a divorce? One man's story Just because retirement savings are in your name doesn’t mean they’re necessarily all yours. Meet a man who was on track to retire in 15 years until a divorce settlement changed his plans. 4 min read Retirement planning Spending in retirement: Withdrawal strategies and tax tips You've spent your career saving for retirement. But once you retire, how do you switch to spending? Follow these tips to create a withdrawal strategy. 4 min read Retirement planning Should you convert retirement savings to a Roth IRA? Taxes, estate plans, and retirement income needs all figure into whether you want to move retirement savings to a Roth IRA conversion. 6 min read Retirement planning Should we retire together? 10 retirement questions for couples There's no universal retirement age. Talk through these questions with your spouse to help determine what retirement timeline suits your needs and lifestyle. 10 min read Retirement planning What is a Roth IRA and how do I use it to save for retirement? Starting and contributing to a Roth IRA offers a key tax advantage and a way to diversify your retirement savings. 5 min read Investing 2 ways retirement savings accounts are taxed All retirement savings accounts are taxed; the difference is when you pay it—either today or when you start withdrawing.