Sort and filter Sort by: Oldest to newestNewest to oldest Filter by: Budgeting Debt Education Estate planning Financial planning Health care Insurance Investing Markets and the economy Nearing retirement Retirement income Retirement planning Social security Taxes Workplace benefits 3 min read Budgeting 4 ways to save for the cost of health care in retirement You can make progress toward planning for future health care expenses in your post-work years. 6 min read Retirement planning Ready to save for retirement? 3 steps to opening an IRA Not quite sure how to start an IRA, or what options are best for you? Here are the steps, considerations, and questions to ensure success. 6 min read Retirement planning Should we stop working at the same time? 10 retirement questions for couples There’s no universal retirement age. Talk through these questions with your partner to help determine what retirement timeline suits your needs and lifestyle. 4 min read Financial planning 4 steps to creating a retirement income plan that works for you When it’s time to retire, creating a retirement income paycheck to replace your work paycheck requires careful planning. Here are four steps you can take to turn years of savings into income. 4 min read Retirement planning A 5-step yearly financial checkup to help you retire A yearly retirement account review helps keep everything from your address to balances and beneficiaries in order. 4 min read Retirement planning Single and over 50? Here’s how to prepare for retirement. Everyone's retirement needs are unique, especially when it comes to individuals versus couples. Here are seven considerations to keep in mind if you’re planning to live on a single retirement income. 2 min read Retirement planning Calculate how much income you’ll need in retirement With retirement on the horizon, now is a good time to calculate how much income you’ll need. Consider these questions to calculate how much income you may need in retirement. 6 min read Markets and the economy How will Social Security’s future affect your retirement planning? Change is coming for this program, whether we’re prepared or not. How will America’s pocketbooks and savings habits adjust? 6 min read Retirement planning Can you lose your retirement savings in a divorce? One man's story Just because retirement savings are in your name doesn’t mean they’re necessarily all yours. Meet a man who was on track to retire in 15 years until a divorce settlement changed his plans. 10 min read Retirement planning What is a Roth IRA and how do I use it to save for retirement? Starting and contributing to a Roth IRA offers a key tax advantage and a way to diversify your retirement savings.