Latest articles by Maurie Backman
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I got laid off at 52 with $620,000 in savings, and I'm only being offered lower-paying jobs
We ask a financial planner how to handle sudden unemployment when you're older.
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I’m a 61-year-old widow who’s dreading retirement, but I can’t work forever. What’s my move?
Retirement can be a gloomy prospect without a partner to share it with. We've asked the experts for their take on approaching this new chapter with confidence.
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I Heard Tariffs Will Cost Families $2,800 This Year. I'm a Retiree on a Fixed Income. How Can I Prepare?
We ask retirement planning experts what to do.
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I Planned to Travel in Retirement, but the Weak Dollar is Making a European Vacation Harder to Afford. What Can I Do?
Travel pros explain how you can afford a European vacation in retirement despite a weak dollar.
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I thought I'd be set, but my $3 million isn't buying the retirement I imagined. What should I do?
If your nest egg isn't providing the retirement lifestyle you dreamed of, it's time to ask whether it's your money that's the problem — or your mindset.
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I'm retired and want to save money, but my adult son wants to move back home after his divorce. What should I do?
We asked expert financial advisers for advice and perspective.
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High Mortgage Rates Are Holding My Retirement Hostage: Can I Still Downsize and Retire?
We ask retirement wealth advisers what to do.
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I own 2 homes, but have 3 kids. Can my estate plan make it fair?
We ask estate planning attorneys for guidance.
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Mom needs a nursing home. Should I spend down her assets so she qualifies for Medicaid?
We asked expert financial advisers for their advice.
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'You Can't Take It With You.' Five Things You Lose in Retirement
There will inevitably be things you lose in retirement. But it's not all gloom and doom. Most people find happiness in retirement: here's how.
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I Got Laid Off at 59 with an $800,000 401(k). What Are My Options?
If you've also recently been laid off, don't panic! Here's expert advice on what to do.
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I'm 58 and unexpectedly inherited $650K. Does this change my retirement timeline?
We asked an expert financial adviser to weigh in.
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Five Roth IRA Pitfalls Your Adviser May Not Tell You About
Heffalump traps may be imaginary, but Roth IRA pitfalls are very real. They could upend your retirement if you're unaware of them.
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I'm 52 with $2.1 million in retirement savings: Can I afford a second home?
Buy a second home now, or wait until retirement? It depends.
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I’m burned out at work, but I dread retirement boredom and loneliness. Now what?
We asked the experts what to do when you're stuck on the fence.
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RV Living or Vacation Home? What's Best for Your Retirement?
You may fantasize about RV living or owning a cabin in the mountains or by the beach. Both options can be affordable and fun, but kick the tires first!
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I Don't Need Social Security. Should I Skip Benefits and Save Them for People Who Do?
What happens when you forgo Social Security benefits?
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Is Your Will 'Fair'? Estate Planning Is About More Than Money
Your will and estate plan should leave your heirs feeling loved. An expert weighs in on how to avoid family feuds after you're gone.
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Over 50 and Still Paying Student Loans? Here's Some Help
It's the club no one wants to join. But if you are over 50 and still paying student loans, there are ways to tackle both debt and retirement savings.
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I'm 60 with a $4.2 million nest egg. Can I stop saving and start spending until I retire at 65?
Should I continue contributing to my 401(k) or treat myself now?
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Your Estate Plan Needs an Advance Directive for Dementia
Here are free tools to add an advance directive for dementia to your estate plan. These directives detail your preferred medical care for each stage of dementia.
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Will RMDs Ruin the 4% Rule for You?
Don't let required minimum distributions (RMDs) rain on your retirement parade.
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Monetizing a Hobby in Retirement: The Benefits and Pitfalls
Get extra cash in retirement to do what you love.
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'The Best Is Yet to Come' — Four Things You Gain in Retirement
Retirement should be a time of exploration, expansion and delight. So if you've done your planning well, enjoy these four retirement perks.
