retirement Articles

Michael Williams | Jun 17, 2026 at 8:43 AM EDT

‘You Can Have Your Cake and Eat It Too’: Suze Orman to 55-Year-Old Torn Between 457(b) and Roth 401(k)

A 55-year-old caller called into Suze Orman’s Women & Money podcast episode “Caution, Caution, Caution!” published June 11, 2026, with…

247wallstdata | Jun 16, 2026 at 2:30 PM EDT

I Have Enough to Retire at 55, So Why Can’t I Quit Working?

When you have spent your working life saving and investing toward a retirement number, actually pulling the plug can feel…

Carl Sullivan | Jun 13, 2026 at 2:43 PM EDT

66-Year-Old Couple With $2.2M Thought They Were Frugal — Until They Audited Their Spending

In a world of ever-rising inflation, it’s easy for even frugal retirees to find they’re overspending. Imagine a retired couple…

Carl Sullivan | Jun 12, 2026 at 5:21 PM EDT

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

The scenario is common enough that estate attorneys have a name for it: the gray remarriage. She is 68, widowed,…

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76 Articles

Carl Sullivan | Jun 12, 2026 at 4:06 PM EDT

Retired Couple’s Three Pets Are Costing Them $14K a Year. What That Means for Retirement

Most pet owners will do almost anything for their fur babies. But what happens when expensive veterinary bills start to…

Carl Sullivan | Jun 11, 2026 at 2:38 PM EDT

Retiring With $1.8M in New Jersey Means an $11,400 Annual Tax Bill the Calculators Skip

Location always matters. Consider a married couple, both aged 65, retiring with $1.8 million in combined IRAs and brokerage assets.…

Carl Sullivan | Jun 10, 2026 at 12:20 PM EDT

What $6,500 a Month Really Looks Like in Retirement With a $1.7 Million Portfolio

A 66-year-old couple with a $1.7 million portfolio and $40,000 in combined annual Social Security looks like a textbook retirement…

Carl Sullivan | Jun 9, 2026 at 10:08 AM EDT

66-Year-Old Retiree With a $94,000 Pension Surprised by IRMAA Trip

A 66-year-old retired police captain with a $94,000 annual pension just signed up for Medicare and discovered something his union…

Carl Sullivan | Jun 9, 2026 at 8:08 AM EDT

Snowbird Retirees With $3.2 Million Must Choose Residency Carefully

Splitting the year between a paid-off colonial north of Boston and a condo near Siesta Key, Fla., sounds idyllic. The…

Carl Sullivan | Jun 8, 2026 at 10:11 AM EDT

You Inherited $1.8 Million IRA From Your Father. The Wrong Plan Could Cost $480,000

Maria, a 56-year-old hospital operations director earning $260,000 a year, just inherited her father’s IRA. The balance: $1.8 million. Her…

Carl Sullivan | Jun 8, 2026 at 7:46 AM EDT

$1.2M Nest Egg at 70 Translates to Only $32,000 of Real Annual Spending

A single 70-year-old retiree sitting on $1.2 million and collecting $30,000 a year in Social Security looks wealthy on paper.…

Carl Sullivan | Jun 7, 2026 at 4:21 PM EDT

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

A couple turning 64 this year with $2.1 million saved is, by most measures, ready to retire. But the math…

Carl Sullivan | Jun 7, 2026 at 2:28 PM EDT

69-Year-Old Widow With $890,000 in Late Husband’s IRA Faces a Massive Tax Bill if She Isn’t Careful

Losing a spouse at 69 is hard enough. Discovering that the paperwork you sign in the weeks afterward can permanently…

Carl Sullivan | Jun 7, 2026 at 1:12 PM EDT

Retired Postal Worker With $720,000 Discovers His Pension Just Triggered an IRMAA Surprise

The Civil Service Retirement System (CSRS) pension provides a reliable paycheck every month. So a retired United States Postal Service…

Kristin Hitchcock | Jan 18, 2026 at 7:45 AM EST

Get the Most Out of Your Social Security In 2026

70.6 million people receive benefits from programs run by the Social Security Administration. In fact, at least 40% of older…

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retirement Articles

‘You Can Have Your Cake and Eat It Too’: Suze Orman to 55-Year-Old Torn Between 457(b) and Roth 401(k)

I Have Enough to Retire at 55, So Why Can’t I Quit Working?

66-Year-Old Couple With $2.2M Thought They Were Frugal — Until They Audited Their Spending

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

All retirement Articles

Retired Couple’s Three Pets Are Costing Them $14K a Year. What That Means for Retirement

Retiring With $1.8M in New Jersey Means an $11,400 Annual Tax Bill the Calculators Skip

What $6,500 a Month Really Looks Like in Retirement With a $1.7 Million Portfolio

66-Year-Old Retiree With a $94,000 Pension Surprised by IRMAA Trip

Snowbird Retirees With $3.2 Million Must Choose Residency Carefully

You Inherited $1.8 Million IRA From Your Father. The Wrong Plan Could Cost $480,000

$1.2M Nest Egg at 70 Translates to Only $32,000 of Real Annual Spending

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

69-Year-Old Widow With $890,000 in Late Husband’s IRA Faces a Massive Tax Bill if She Isn’t Careful

Retired Postal Worker With $720,000 Discovers His Pension Just Triggered an IRMAA Surprise

Get the Most Out of Your Social Security In 2026

Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat

In a Healthy Year, Medicare Advantage Saves You $2,640. In a Cancer Year, It Can Cost $9,250

Buy, Hold, or Sell: Strategy Inc. Resumed Its Bitcoin Buying Spree, but Will Warsh’s First Fed Meeting and Severe Tech Compression Crush MSTR Stock to $65?

In a Healthy Year, Medicare Advantage Saves You $2,640. In a Cancer Year, It Can Cost $9,250

A $60,000 Annuity Payout Pushed a Retired Couple Over the Medicare IRMAA Line Two Years Later

Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat

In a Healthy Year, Medicare Advantage Saves You $2,640. In a Cancer Year, It Can Cost $9,250

retirement Articles

‘You Can Have Your Cake and Eat It Too’: Suze Orman to 55-Year-Old Torn Between 457(b) and Roth 401(k)

I Have Enough to Retire at 55, So Why Can’t I Quit Working?

66-Year-Old Couple With $2.2M Thought They Were Frugal — Until They Audited Their Spending

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

All retirement Articles

Retired Couple’s Three Pets Are Costing Them $14K a Year. What That Means for Retirement

Retiring With $1.8M in New Jersey Means an $11,400 Annual Tax Bill the Calculators Skip

What $6,500 a Month Really Looks Like in Retirement With a $1.7 Million Portfolio

66-Year-Old Retiree With a $94,000 Pension Surprised by IRMAA Trip

Snowbird Retirees With $3.2 Million Must Choose Residency Carefully

You Inherited $1.8 Million IRA From Your Father. The Wrong Plan Could Cost $480,000

$1.2M Nest Egg at 70 Translates to Only $32,000 of Real Annual Spending

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

69-Year-Old Widow With $890,000 in Late Husband’s IRA Faces a Massive Tax Bill if She Isn’t Careful

Retired Postal Worker With $720,000 Discovers His Pension Just Triggered an IRMAA Surprise

Get the Most Out of Your Social Security In 2026

Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat

In a Healthy Year, Medicare Advantage Saves You $2,640. In a Cancer Year, It Can Cost $9,250

Buy, Hold, or Sell: Strategy Inc. Resumed Its Bitcoin Buying Spree, but Will Warsh’s First Fed Meeting and Severe Tech Compression Crush MSTR Stock to $65?

Featured Reads

In a Healthy Year, Medicare Advantage Saves You $2,640. In a Cancer Year, It Can Cost $9,250

A $60,000 Annuity Payout Pushed a Retired Couple Over the Medicare IRMAA Line Two Years Later