Latest articles by Donna Fuscaldo
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Roth Conversion in a Down Market: Is it Right For You?
Facing a future tax hit on your retirement savings? A Roth conversion may be a way to lower the taxes you owe.
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The US Postal Service Does More Than Deliver Mail: Six Ways It Helps Older Adults
With talk of cuts to the USPS swirling, here are the ways it provides vital services to the nation’s older adults.
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Retirement Savings on Track? See How Much You Should Have in Your Mid-50s and Early 60s
JPMorgan’s guide can help older Gen Xers determine whether they have saved enough for a retirement pegged to their income level.
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Retirement Savings on Track? How Much You Should Have by 50 and 55
See how your retirement savings compare to this Wall Street guide for people aged 50 and 55, ranked by income.
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Raising the Social Security Retirement Age to 69? How it Would Affect You
Workers have two choices if the full retirement age ever increases to 69. Work longer or collect less.
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Annuity Fees: Are You Paying Too Much?
Annuity fees include commissions, administrative costs, expense ratios and more. How much is too much and how do you know if you're overpaying?
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Five Ways to Save for Retirement in 2025
If you did a poor job saving for retirement last year, don't despair. There are ways to build your nest egg in 2025.
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Jim Carrey Ran Out of Money in Retirement. Will You?
Cash-strapped retirees are returning to the workforce. How to prevent becoming one of them.
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Should You Age in Place or Move?
From cost to quality of life, here are the factors to consider when weighing this important decision.
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401(k) Super Catch-Ups: Are They Right for You?
With super catch-up contributions to your 401(k), you can save an additional $11,250 if you are between 60 and 63. But should you?
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Markets Are Down: Here's How Your Estate Can Benefit
Your estate can benefit from stock market malaise by using several creative tools. Here's how.
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Is 2025 a Bad Year To Retire?
Should you retire in 2025? It depends on on how much you saved, your withdrawal plan and how the country is doing.
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Trump Buyouts Spread to More Government Agencies: If You're Near Retirement, Should You Take a Buyout?
President Trump's buyout offer to government workers is picking up steam. If you are on the receiving end of a buyout and close to retirement, here’s what to consider.
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Retiring Without Heirs: Four Options For Your Estate
Just because you don’t anyone to leave your money to doesn’t mean you shouldn’t plan for what happens to your estate when you die.
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Should You Retire Now or Work Five More Years?
How to decide if an extra five years is worth it.
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Social Security Administration Warns of Massive Layoffs: What It Means to You
The Social Security Administration is gearing up to layoff thousands of workers. Here’s how it can impact you.
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Social Security Payment Delayed? Four Reasons Why
Social Security payments are a relied upon source of income in retirement. To keep them flowing make sure you don’t make these four mistakes.
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Your Ideal Retirement Community: Five Questions to Ask When Making Your Choice
Before you settle on a retirement community do your homework with these questions.
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Trump to Tariffs: How Retirees Can Manage Uncertainty in Their Investment Plans
FUD — fear, uncertainty, doubt — is running rampant these days, but that doesn’t mean retirement savers need to react. Here is why it pays to stay the course.
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Life in Latitude Margaritaville Retirement Community: Partying, Fun, and Chilling in the Sun
Retirees looking for an active lifestyle are turning to retirement communities like Latitude Margaritaville. Here’s what it’s like to live out your retirement in one of its three sprawling communities.
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Buying an Annuity? Avoid These Five Common Mistakes
Annuities are becoming more popular but if you choose the wrong one it could create a liquidity problem.
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Social Security Is DOGE's New Target: What You Need to Know
Elon Musk's Department of Government Efficiency has set its sights on Social Security. Here is why you shouldn't panic.
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Retirement Community Living: How to Pay for Your Next Chapter
From independent living to continuing care retirement communities, retirees have a lot of ways to live out their golden years. But it ain’t cheap.
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Trump Wants to Shut Down the CFPB: Why Retirees Should Care
The Consumer Financial Protection Bureau has done a lot to protect consumers, including retirees, since its inception nearly fourteen years ago.
