Latest articles by Kathryn Pomroy
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529 Plan Contribution Limits for 2025
Each state sets 529 plan contribution limits, which range from $235,000 to $575,000.
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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?
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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.
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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.
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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.
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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.
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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.
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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.
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What Is the May Social Security Payment Schedule?
The date your May Social Security benefit arrives depends on what day of the month you were born.
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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.
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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.
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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.
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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.
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Four Hidden Amazon Prime Video Features, and One That Can Save You Money
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Could a Golden Visa Be Your Ticket to Retiring Abroad?
Trump and DOGE are weighing a U.S. "Gold Card" that would let the wealthy emigrate to the U.S. for a fee. But golden visas have been around for years worldwide. Here's how they work.
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You Could Live a Century. Here's How to Plan for Your Retirement.
Your retirement planning needs a longevity check, according to a new study. Here's what you can do.
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38 Great Mother's Day Deals
Shop early and honor mothers everywhere with great deals from Walmart, Amazon, Etsy, Applebee's, Pandora and oh, so many more.
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How Refinancing a Home Loan Works. Is It Right For You?
Refinancing a mortgage works by replacing your current mortgage with a new one. It can save you money or let you tap the equity in your home, but it can take time to break even after upfront costs.
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Eight 401(k) Mistakes That Can Tank Your Retirement
401(k) mistakes like cashing out early and not taking advantage of an employer match can upend your retirement.
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40 Discounts, Deals and Freebies to Celebrate National Nurses Week
Celebrate National Nurses Week May 6 - 12 with deals from Costco, Verizon, Carhart, Figs and Green Chef.
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Avoiding Retirement Planning? Here's Five Things You Can Do to Get Started Now
Procrastinating when it comes to saving for retirement is all too common. But stalling for too long will hurt your long-term financial security. Here are five tips to break the cycle.
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Seven Great Places to Retire in Florida
Retirement The Sunshine State remains a beacon for retirees, offering warm weather, sandy beaches, and a relatively low cost of living. Here's a look at where to live.
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As the Market Seesaws, Should You Touch Your 401(K)?
401(k)s are built for the long haul. Reacting emotionally in the short term can do serious long-term damage to your retirement plans.
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Could Technology Use Help Lower the Risk of Dementia? A New Study Says Yes
“Use it or lose it” enters the digital age as a new study finds that technology may lower the risk of cognitive decline.
