#retirement planning
articles
Female Finance Should Be an Entry Point, Not the Destination, Says Antje Erhard
Antje Erhard sees Female Finance as a way to lower the barrier to investing — but argues real progress means making reti...
401(k) Plans Are Becoming a Small-Business Retention Tool
Gusto data suggests offering a 401(k) cuts early employee quits by about 8%; owners say it is cheaper than health covera...
The $1.5M–$3.5M Retirement Trap: Tax Moves That Matter More Than Returns
A seven-figure retirement portfolio is a tax and withdrawal puzzle. Roth conversions before RMDs, delayed Social Securit...
Two-Thirds Expect to Rely on State Pension, Hargreaves Lansdown Finds
Hargreaves Lansdown's survey shows 66% of UK adults expect to rely on the state pension, with 9% saying they will be tot...
Medicare Reset: The Real Differences Between Supplements and Advantage Plans
As Medicare’s Annual Election Period approaches and major plan changes loom, a straightforward side-by-side look at how ...
What Retirement Experts Want You to Know About Long-Term Care Costs
At the Morningstar Investment Conference, Dana Anspach and Michael Finke cut through the fear around long-term care expe...
France’s Tax Tightrope: Navigating the New Rules for Living Off Your Savings
From the PFU flat tax to the CDHR levy and rising social charges, France’s tax framework for investment income is shifti...
Two Airline Pilots Turned a Bad RV Rental Into a Retirement Side Business
After a disappointing RV trip, Carrie and Brian Smith bought seven vehicles and launched Suite Glamping Adventures. They...
Build Your Retirement Plan for the Early Exit You Don't Want
At the 2026 Morningstar Investment Conference, experts urged workers to stress-test plans for an unplanned early exit — ...
State Pension Age Review Underway — How to Check Your Forecast and Fill NI Gaps
The UK government has launched a fresh review of the State Pension age. Households can still check their forecast online...
What Really Matters When Investing After 70
Age 70 doesn't mean stopping investing, but priorities must shift. Liquidity, a secure safety net, and time horizon beco...
French Savers Flood Life Insurance with Record €36.5bn Amid Livret A Rate Decline
Net inflows into assurance-vie hit a two-decade high in H1 2026 as falling regulated savings rates push households towar...
Working Past 70: How It Affects Your Social Security and Medicare Costs
Earnings after age 70 can raise your Social Security benefit if they replace lower-earning years—but you must claim by 7...
The $2.3 Million Portfolio and the Adviser’s Hedge Strategy That Worried the Moneyist
A near-retiree questions a financial adviser pushing a flexible withdrawal plan and a proprietary equity hedge, raising ...
How a ₹25,000 Monthly Salary Can Build a ₹1 Crore EPF Retirement Corpus
A simple EPF calculator illustration shows that a 30-year-old with a ₹25,000 basic salary could accumulate over ₹1 crore...
FIRE Investors’ Tech-Heavy Portfolios Face a Generational Bear Market Risk, Warns Advisor
The FIRE movement’s aggressive equity bets have left retirement accounts heavily concentrated in overvalued technology s...
Why Early Retirement Inflation Is So Dangerous and the Underutilized Strategy That Shields Against It
Financial planning experts Michael Finke and Dana Anspach explain how the timing of inflation can devastate a retirement...