Retirement
How Higher Interest Rates Could Change Your Estate Tax Strategy
ByBob Carlson,
Senior Contributor
American Airlines Most Senior Flight Attendant, Now 83, Looks To Retire
ByTed Reed,
Senior Contributor
What’s Your True Tax Bracket? The Answer Might Shock You
Senior Contributor
Social Security COLA Rises 3.6% As Congress Faces Bigger Choices
Senior Contributor
Experts Clarify How Trump Accounts Work And What You Need To Know
ByEmma Waldman,
Associate Editor
Forbes' expert personal finance contributors explain how Trump Accounts work, their benefits and trade‑offs.
More From Retirement
Be Aware Of Potential Restrictions On Changing Your Medicare Plans
Carefully choose your Medicare plans when you’re first eligible; otherwise you might restrict your choices of specialists when you really need them.
BySteve Vernon,
Contributor
How A Medicare Long-Term Care Benefit Could Save Money, Improve Lives
Consultants ATI Advisory has developed a highly targeted Medicare home-based long-term care benefit that could lower costs while improving the lives of participants.
Senior Contributor
The Best Age To File For Social Security – Not Your Average Article
Find the best age to claim Social Security with three steps to align benefits with retirement goals, protect lifetime income and plan for financial security.
ByThomas Hager,
Contributor
How Higher Interest Rates Could Change Your Estate Tax Strategy
Learn how rising interest rates can affect estate-planning strategies, from charitable trusts and GRATs to tax-free wealth transfers.
ByBob Carlson,
Senior Contributor
Your Medicare Advantage Plan Is Going Away. What Do You Do Now?
If your Medicare Advantage plan goes away you only have 4 options: doing nothing, returning the Medicare, choosing another Advantage plan, or switching to a Supplement.
ByDiane Omdahl,
Contributor
4 Top Retirement Havens Where You Can Watch The World Series
Moving abroad? Discover the best streaming services for watching the World Series and your favorite American sports in Panama, Mexico, Portugal, and Ireland.
Contributor
American Airlines Most Senior Flight Attendant, Now 83, Looks To Retire
After 63½ years in the skies, American Airlines’ most senior flight attendant is retiring, ending a career spanning decades of change for women in aviation.
ByTed Reed,
Senior Contributor
The E-Shaped Economy: Why Many Americans Keep Spending Despite Economic Anxiety
Why do Americans keep spending despite economic anxiety? Explore how wealth, employment income, and side hustles may support spending in an E-shaped economy.
ByWes Moss,
Contributor
5 Newsletters For Living A Meaningful Life After 50
Five popular and curated newsletters focused on how to live a meaningful life at any age and stage of life.
Contributor
Plan For The New Scholarship Tax Credit In 2027
A new tax break for charitably inclined taxpayers takes effect in 2027. Taxpayers should review the rules and prepare to maximize the benefits beginning next year.
ByBob Carlson,
Senior Contributor
Retiring To A Tax‑free State? Your Real Savings Are Elsewhere
Retirees are flocking to tax‑free states, but the real savings come from timing income, restructuring portfolios, and updating estate plans to avoid costly surprises.
Contributor
How Much Do You Need To Retire In The Top 1%?
What does it take to retire in the top 1%. Is a million dollar 401(K) enough to maintain your standtard of living in retirement? Financial Planner LA explains.
ByDavid Rae,
Contributor
How To Think About Middle-Income Seniors Who Need Long-Term Care
When it comes to needing long-term care, millions of middle-income older adults are trapped. Now, policy analysts are beginning to think about middle-income seniors.
Senior Contributor
New Vanguard Study: Proxy Voting Is Growing Fast But Does It Matter?
Vanguard’s proxy voting program is growing fast. Evidence that greater participation changes corporate decisions is harder to find.
Senior Contributor
Save Hundreds Of Dollars Shopping For Your Medicare Part D Prescription Drug Plan
Medicare’s website makes it easy to compare plans and convenient to enroll in a new Medicare Part D Prescription Drug Plan.
BySteve Vernon,
Contributor
Paycheck-To-Paycheck $500,000 Households Are Rewriting Affluent Marketing
Goldman Sachs finds 36.6% of over $500,000 households live paycheck to paycheck. For brands targeting affluent consumers by income, that data sends an important message.
Contributor
What’s Your True Tax Bracket? The Answer Might Shock You
Marginal tax rates drive choices about investment portfolios, Roth accounts, side gigs and charitable donations. Here’s how to calculate yours before you make any moves.
Senior Contributor
Thinking Of Moving To Cash Before Retirement? Ask These 5 Questions First
Market swings tempt many near-retirees to move to cash. A financial coach explains when it’s smart planning and what to ask before you sell.
ByMark Dennis,
Contributor
Earthquake Shakes Panama: What You Should Know
Powerful earthquake in Panama damaged homes, roads, and community facilities. Learn why Panama's building standards matter and how they have responded amid the crisis.
Contributor
Social Security COLA Rises 3.6% As Congress Faces Bigger Choices
Social Security benefits will rise 3.6% in 2027 as lawmakers face decisions that could reshape future COLAs and retirement benefits.
Senior Contributor