Five new retirement numbers to know in 2024

The new year has brought some new math for anyone running their retirement planning numbers. Social Security checks are a bit higher this month, thanks to the annual cost-of-living adjustment (COLA) - but higher Medicare Part B premiums will take a bite out of the...

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10 Things No One Tells You About Early Retirement

The reality of quitting work can be far different from the fantasy. Here's what you need to know Even if you love your job, there are times when you'd rather be alphabetizing the spice shelf than riding a packed train alongside hundreds of sniffling fellow commuters....

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Can Remote Work Get You a Head Start on Retirement?

If you have a dream destination in mind, careful planning and a willing boss could help you make the move ahead of schedule Rob Nehrbas was winding up his career as an executive at an Arizona-based laser device company he’d sold to a bigger competitor when he realized...

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10 Things You Need to Know Before Filing Your Tax Return

Get that 2023 refund fast and keep it safe from fraudsters Financial advisers usually tell you that it’s bad to get a big tax refund. A refund, after all, is money you paid the government that you didn’t owe. You could have used that money during the tax year instead...

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5 Reasons To Buy an Annuity

A few reasons to consider buying an annuity include the tax advantages, income for life and customization options for added benefits. The Annuity.org editorial team interviewed annuity buyers and financial experts to understand the best reasons to purchase one and how...

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Five Things I Wish I’d Known Before I Retired

Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement. Planning for retirement is tricky. There can be a lot of uncertainty involved. You try to make good decisions with the information you...

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