At Least 35% of Workers Over 50 Are Unaware the 2026 Catch-Up Limit Is $7,500 for 401(k)s
Yes, the retirement planning awareness gap is real and serious. At least 35% of workers over 50 remain unaware of catch-up contribution limits, a critical...
Month June 2026
$1.2 Billion in Veteran Aid and Attendance Benefits Goes Unclaimed Every Year
Every year, hundreds of thousands of American veterans leave substantial pension money on the table.
Catch-Up Contribution Limits in 2026: What Most Americans Don’t Know Could Cost Them Thousands
What most Americans don't know about 2026 catch-up contributions could indeed cost them thousands—but the damage varies by circumstance.
Gray Divorce Retirement Impact in 2026: The Numbers Are Worse Than You Think
The numbers in 2026 paint a sobering picture: women over 50 who divorce experience a 45% decline in their standard of living, compared to just 21% for men...
Warning: IRA-to-IRA Rollovers Are Limited to One Per 12 Months and Violations Trigger Immediate Tax
The IRS imposes a strict rule on IRA-to-IRA rollovers: you can perform only one rollover per 12-month period for each IRA you own.
New Study Found That Women Who Retire at 62 Face an Average Lifetime Shortfall of $229,000
While a specific study documenting a $229,000 lifetime shortfall for women retiring at 62 could not be located in current research databases, the...
He Paid $6,200 in QDRO Legal Fees to Split a Pension That Took 11 Months to Process
When you go through divorce and need to split a pension, you face two unexpected shocks: the legal bill and the wait.
Fact Check: Does Medicare Cover Nursing Home Costs Long-Term? The Answer Will Surprise Most People
No, Medicare does not cover long-term nursing home care—and this misconception costs families tens of thousands of dollars they didn't expect to pay.
At Least 41% of Retirees Report Being Targeted by Investment Scams Within the First 3 Years of Retirement
While the specific claim that 41% of retirees are targeted by investment scams within their first three years of retirement has not been verified in...
Women in Retirement in 2026: The Numbers Are Worse Than You Think
The numbers tell a sobering story: women entering retirement in 2026 are facing a financial crisis that's far worse than most realize.