Learn what to do with a 401(k) after leaving your job. Discover rollover options, tax rules, 401(k) vs IRA comparisons, and how to avoid costly fees.

401ks promised control but delivered fees, risk, and shortfalls. Discover why many call the 401k a scam compared to pensions — and what it means for your future.

Wondering why your 401k isn’t growing? High fees, market risk, and limited choices keep balances low. Learn the real reasons and what you can do next.

Explore the real difference between 401k vs pension, why pensions offered better retirement security, and how to turn your 401k into a DIY pension today.

Social Security optimization may not sound exciting—but for David and Celeste, it added more than $75,000 in income and gave them a better retirement. What could it do for you?

Retirement planning needs to include social security maximization. For the average person, that is your largest asset. Don't ignore it. Let us include it.

Most index annuities are a terrible investment, but for some people SOMETIME, they are great.

Retirement advice and tips can be helpful, but they are usually just throwaway ideas that don't consider your plans and dreams of retirement. Be careful of that.

Short answer: yes. Your Social Security benefit is taxable, but the exact rules and limitations are unique.

Be cautious about selecting the right Medicare type. It’s too easy to choose one that your older, less-healthy self will deeply regret.

Here is an in-depth answer to the question "Why are Medicare Advantage Plans Bad?" There are a few reasons.

Are annuities good investments? Here is an honest answer, but it’s more complicated than yes or no.

Finding facts about Social Security's Direct Express Card is hard, but not impossible.

When it comes to retirement planning, how and when you file for Social Security can make or break your long-term financial security. Many couples don’t realize just how many options they have—or how dramatically different the outcomes can be.

There are a lot of speculated changes coming to social security in 2025, but not all of them are true. Let's talk about EVERYTHING you actually need to worry about in 2025.

Filing for social security is a complicated process with a lot of random steps, but we've done it thousands of times.

We get asked all the time "How much social security will I get?" And the answer is never as simple as you hope.

Financial firms are leading you on and leading you astray. There is a silent $500K barrier to entry, and no one will accept you (or tell you you didn’t make it).