Retirement Planning
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What my paid-off home really costs me in retirement
Owning a paid-off home in retirement isn’t “free.” I walk through my actual annual costs for property taxes, insurance, maintenance, and future big repairs, and…
Boldin vs ProjectionLab vs Empower: how to pick the right retirement planner
Trying to choose between Empower, Boldin, and ProjectionLab for your retirement planning? This guide walks through how each tool works, what it does best, and w…
Key October payment dates for Social Security, SSDI, and SSI
October is one of the most important months of the year if you rely on Social Security, SSDI, or SSI. Here are the exact October payment dates, plus the key ann…
Should you really wait until 70 to claim Social Security?
You’ve probably heard that you should delay Social Security as long as possible. But most people don’t — and there are good reasons why. Here’s how the math act…
How much cash should you really keep in retirement?
Keeping extra cash in retirement feels safe, but too much can quietly drain your nest egg. Here’s how to decide how much cash to hold, where to keep it, and how…
What a lower Social Security retirement age to 60 could mean for you
There’s a new proposal in Congress that would let some workers claim full Social Security benefits as early as age 60. Here’s what the bill is trying to do, the…
The 5 greatest inventions in personal finance (and how to use them)
Some financial inventions quietly changed everything for everyday people: index funds, Roth IRAs, Social Security, fixed-rate mortgages, and target date funds. …
Retirement is short (so spend it wisely)
We spend decades saving for retirement, but only a fraction of those years will be truly healthy, active years. Here’s how to use your money, time, health, and …
The most controversial topics in personal finance (and what actually matters)
Dividend investing, 8% withdrawal rates, and 100% stock portfolios all sound bold and exciting—but they each come with tradeoffs that often get glossed over. In…
What a flat Social Security raise could mean for your benefits
Social Security raises are usually based on a percentage, which quietly favors people with higher benefits. A flat dollar raise would flip that, helping lower-b…
