Latest articles by Kathryn Pomroy
-
What Is a Safe Harbor 401(k)?
Part of the Small Business Job Protection Act, this type of 401(k) makes it easier for small businesses to offer retirement plans to their employees.
-
Best Places to Retire in the US
Whether it's warmer weather, quality health care or a low tax burden, these states offer retirees a sweet spot to live in after leaving work.
-
Worst Places to Retire in the US
The worst places to retire tend to lag in quality of life, health care and affordability, according to WalletHub's 2025 survey. Is your state the worst?
-
19 Things Medicare Gives You for Free
Medicare doesn’t provide services entirely "for free," but some items and services are covered with no out-of-pocket costs for beneficiaries under specific conditions.
-
Thrift Savings Plan Contribution Limits for 2025
Thrift Savings Plan contribution limits are rising to $23,500 in 2025, up from $23,000 in 2024. Plus, new catch-up limits for people 60-63.
-
Four Social Security Mistakes That Could Cost You $100,000 or More
Many people don't know their full retirement age, aren’t sure at what age they are or were eligible for full retirement benefits, or take benefits too early.
-
Can Both Spouses Collect Social Security Benefits? Quick Facts You Need
Both spouses can receive Social Security based on their individual earnings records and at what age they claim benefits
-
10 Reasons to Leave Your Heirs a Roth IRA
Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come. But if passed down incorrectly, your heirs won’t reap the full benefits.
-
What Is the July Social Security Payment Schedule?
The date your July Social Security benefit arrives depends on what day of the month you were born.
-
Where to Retire For the Perfect Mix of Health and Happiness
Utah tops the list for having the happiest retirees, while Minnesota ranks high for best overall healthcare. Where does your state rank?
-
What Does It Really Take to Retire Rich?
With enough time and consistency, even an average income can lead to a wealthy retirement.
-
529 Plan Contribution Limits for 2025
Each state sets 529 plan contribution limits, which range from $235,000 to $575,000.
-
How the One Big Beautiful Bill Act Could Reshape 529 Plans
Trump's budget-reconciliation package could change 529 plan rules as early as this summer. What does that mean for you?
-
Should You Contribute to a 401(k) Without Employer Matching?
Even without a company match, money socked away in a 401(k) can still be a great investment if your goal is long-term retirement savings.
-
This Retirement Plan Makes It Easier to Switch Jobs and Take Your Savings With You
Portable Retirement Plans allow employees to take their retirement savings with them when they change jobs without losing their accumulated savings.
-
21 Things You Can't Return to Amazon
Did you know there are things you can't return to Amazon? Before adding these 21 items to your cart, be sure to read Amazon's return policy first.
-
Get a Free Will or Trust, Online, in Under an Hour
Create a state-specific, attorney-approved will or living trust — at no cost and in less than one hour — with Fifth Third Bank.
-
The 401(k) Option Few Plans Offer, But Most People Want
In addition to traditional holdings, employees want retirement plans that offer options for converting savings into guaranteed monthly income that never runs out.
-
40 Memorial Day Deals and Discounts
As Memorial Day weekend begins, find deals and discounts on dozens of items from Amazon, Costco, Best Buy, Target and more.
-
Over Half of Americans Stumble Financially After Losing a Loved One. Are You Prepared?
Losing a loved one can be overwhelming, and for many, it also puts an unexpected strain on their finances, a study shows.
-
The 12 Best Things Rich Retirees Do
From prioritizing spending and investing to using debt wisely and developing a giving attitude, rich retirees build a roadmap for a meaningful journey.
-
New Bill Would Lower Age to Contribute to 401(k)s to 18 from 21. What You Need to Know
The bipartisan Helping Young Americans Save for Retirement Act would lower the minimum age for participants in workplace retirement plans from 21 to 18.
-
How to Age Gracefully: Learn from Bill Gates, the Who and David Attenborough
Getting old isn’t nearly as bad as many people think it will be. Nor is it quite as good. Maybe it’s somewhere in between.
-
Four Hidden Amazon Prime Video Features, and One That Can Save You Money
