Latest articles by Donna Fuscaldo
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Have a Retirement Question? AI Can Answer That
AI is playing an increasing role in retirement planning. Here’s how some financial advisers are leveraging this new technology.
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Trump's First 100 Days: Retirement Savers Learn the Importance of Staying the Course
From wild stock market gyrations to emotional trading, here’s how President Trump's first 100 days have impacted retirement savers.
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Five Tips For Estate Planning in 2025
We're almost halfway through the year. Is your estate in order? If not, here are some tips to get it done in 2025.
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My Great Retirement Dream: Sell My House, Downsize, Live off the Proceeds and Dabble in Stocks. Can I Do It?
I ask an expert financial planner if my retirement dreams are realistic — or if my head is in the clouds.
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Despite Economic Uncertainty, Americans Remain Confident About Retirement, Survey Shows
Saving and spending is a concern but most workers and retirees think they are on track based on a new survey.
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In Trump’s Economy Should 401(k) Savers 'Set It and Forget It?'
It’s hard to bury your head in the sand when the markets are volatile. Here’s when it makes sense and when it doesn’t.
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Should You Add an Annuity to Your Retirement Portfolio?
In need of some guaranteed income? An annuity may be the answer if you check off any of these boxes.
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What 401(k) Savers Near Retirement Can Do Amid Market Volatility
Whether retirement is years away, a year or two out, or in the rearview mirror, here's how to handle uncertainty in your 401(k).
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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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Is the Economy at Risk of a Recession Because of Tariffs? What the Experts Are Saying
With stock markets up and down and tariffs on and off, everyone, including retirees, might wonder what it means for the economy. Here's what the experts think.
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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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Seven Tasks Retirees Can Do With Online Banking or a Mobile Banking App
Retirees can do more than check their bank account balance online.
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Stock Markets Are Tanking: Here’s How Retirees Can Weather the Storm
Treasury Secretary Scott Bessent says retirees don't pay attention to the day-to-day fluctuations in the stock market, but should you?
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Is 2025 a Bad Year To Retire Given a Flailing Stock Market?
If you're looking at the stock markets alone, 2025 may seem like a bad year to retire, but that's not the only consideration.
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Inherited IRA Pitfalls to Avoid
Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.
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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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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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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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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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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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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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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.
