Supercharging Your 401(k) with After‑Tax Contributions in Your Late 50s
Learn how after‑tax 401(k) contributions can boost retirement savings for professionals in their late 50s.
4 min read
Transforming Your HSA into a Retirement Asset in Your 50s
Learn how to use a health savings account after age 50 to boost retirement savings and lower taxes.
3 min read
Planning Healthcare Costs Before Medicare Eligibility
Retiring before age 65 leaves a dangerous gap in your health insurance coverage. This column explains how t...
5 min read
The Rise of Delayed Retirement: Financial Necessity and Labor Force Trends
Many Americans are choosing to work past the traditional retirement age of 65 due to longer life expectanci...
6 min read
Calculating the Cost and Benefit of Roth Conversions Before Retirement
Moving money from a traditional IRA to a Roth account can lower your future taxes and manage required minim...
6 min read
The Decline of Traditional Pensions and Strategies to Replace That Income
Traditional pensions have largely vanished from the private sector, shifting the burden of retirement savin...
6 min read
Bridging the Health Insurance Gap Before Medicare
Retiring before age 65 creates a dangerous gap in health coverage that requires specific financial planning...
7 min read
Why Your Social Security Statement Might Understate Your Future Benefits
The numbers on your annual Social Security statement often look lower than the checks you will actually rec...
7 min read
Mathers' 10 Rules for Surviving Retirement Without Losing Your Mind or Your Marriage.
Ten hard won rules for making retirement work, delivered with the kind of honesty that only comes from a ma...
20 min read
Your Social Security Is Shrinking: 5 Moves to Make Right Now
The Social Security trust fund is projected to run short by 2033, which could cut benefits by 23%. Here are...
30 min read
Should You Pay Off Your Mortgage Before Retiring? The Math
The exact math comparing paying off your mortgage vs. investing before retirement. Calculator, tax implicat...
20 min read