More Saving and Investing Articles

4 Min. Read

When to Ask for Help Managing Your Retirement Finances

You've built an investment portfolio. Should you continue to manage your retirement finances on your own, or is it is time to ask for outside help?

4 Min. Read

Retirement Advice for Gen Z From Current Retirees

Gen Z is all grown up and that means they should be saving for retirement. We asked retired people to give retirement advice to the younger generation.

4 Min. Read

What to Know About Target-Date Retirement Mutual Funds

Target date mutual funds are an increasingly popular type of investment fund. Learn how these funds work and why you might want to consider adding them to your portfolio.

4 Min. Read

Can You Retire Without Savings?

People with little or no savings face many challenges in retirement. Though not ideal, there are ways to make it work. Here are some options for retiring without savings.

4 Min. Read

How Men and Women See Retirement Planning Differently

Men and women have different approaches to planning for retirement based in multiple factors like career trajectory and life outlook. Here's where they differ and how they can learn from each other.

4 Min. Read

The Role of Stocks and Bonds in a Retirement Portfolio

Like many financial decisions, choosing how much of your portfolio is dedicated to stocks and bonds in retirement depends on your risk tolerance and other factors. Here's what you should know.

3 Min. Read

Understanding the Secure Act 2.0

Passed in late 2022, the SECURE Act 2.0 made important changes to RMDs, catch-up contributions, 401(k) matching, 529 plans, and more.

4 Min. Read

How to Get the Maximum Social Security Benefit

Getting the maximum Social Security benefit is more complicated than simply delaying benefits until age 70. Learn how to get the maximum Social Security benefit.

5 Min. Read

Gen X Retirement Planning: Views and Strategies

Members of Gen X are accustomed to getting drowned out in the conversation by the generations before and after theirs. But whether they feel heard or not, retirement is a reality that's just around the corner.

5 Min. Read

Retirement Planning for Single Seniors

Retirement isn't one size fits all. If you're single, here are some special considerations to make when putting together your retirement plan.