Pension Lump Sum or Annuity? How to Decide
The answer depends mainly on your needs — but also on the fiscal health of your pension plan.
How to Decide If a Retirement Annuity Is Right for You
An annuity can provide a reliable stream of income in retirement — but isn't right for everyone.
How to Buy Bitcoin (BTC): Quick-Start Guide
Bitcoin wallets, cryptocurrency exchanges and Bitcoin ETFs: There are a variety of ways to invest in Bitcoin.
2
Social Security: How It’s Taxed, How to Save
How much tax you pay on your Social Security benefits, if any, depends on your income from all taxable sources.
Don’t Believe These Social Security Myths
There's a lot of misinformation out there about when to file. We'll help you check the facts.
What Will Long-Term Care Cost You?
Most people over 65 will eventually need some form of paid care. Here are some ways to plan ahead.
SIMPLE IRA vs. 401(k): The Pros and Cons of Each Plan
For simplicity, employers might prefer the SIMPLE IRA. For flexibility, a 401(k) plan provides a wider array of choices.
How Couples Can Maximize Social Security Benefits
If you're married and approaching retirement, you have some decisions ahead.
What You Need to Know About Working in Retirement
There are many reasons people choose to keep working. Here are some things to consider as you plan.
8 Ways to Increase Social Security Benefits
Delaying your start date is one way to ensure the highest monthly benefit — but other options are worth exploring.
When Can I Retire?
The earliest you can get Social Security retirement benefits is age 62, but other factors affect retirement planning.
What Is a SIMPLE IRA Plan? How It Works, Rules and FAQs
A SIMPLE IRA (Savings Incentive Match Plan for Employees) can be an easy way to offer a retirement savings plan.
What Are Stocks? Definition, How They Work
Stocks are an investment in a company and that company's profits. Investors buy stock to earn a return on their investment.
Roth IRA Taxes: How They Work and When You Pay
Roth IRAs offer tax-free investment growth and tax-free retirement income, while traditional IRAs offer an upfront tax break when you contribute.
7 Best-Performing Blue-Chip Stocks for September 2026
A blue-chip stock is a stock that comes from a well-known, established company. Blue-chip stocks have a strong history of performance and often pay dividends.
2
5 Best Investments for Beginners
There are plenty of investments for beginners, including mutual funds and robo-advisors. Here are five of the best options for getting started.
7 Popular Vanguard Index Funds for 2026: VFIAX, VTSAX and more
Vanguard index funds kicked off the passive-investing revolution, in which investors try to meet rather than beat market moves for long-term gains.
The Top S&P 500 ETFs for September 2026: IVV, VOO and SPY
These S&P 500 ETFs all track the index, but there are some small differences that may impact which one you buy.
2
What Is a Stockbroker?
A stockbroker buys and sell stocks on behalf of investors. Many investors opt to open an account with an online stockbroker like Fidelity or Charles Schwab.
2
Investment Portfolio: What It Is and How to Build a Good One
Investment portfolios don't have to be complicated. You can use funds or even a robo-advisor to build a simple and effective portfolio.
2