Retirement Planning Insights

No 401(k)? No problem. Learn the $50/week compound savings strategy using index funds that can grow to $489,000+ — even in a regular brokerage account.

Painlessly double your 401(k) contributions in 12 months with the 1% escalation trick. See the math on how this adds $400,000+ to your retirement.

Key SEC rules that protect your retirement savings in 2026 — from Reg BI and fiduciary standards to accredited investor thresholds and fraud prevention.

Should retirees hold cryptocurrency? Understand the risks, learn position sizing rules, and discover how to incorporate digital assets safely into retirement planning without jeopardizing your financial security.

Learn how to navigate market uncertainty during retirement planning. Discover proven strategies to stay calm, diversify wisely, and protect your financial future when markets are volatile.

Master defensive portfolio strategies for market crashes. Learn rebalancing tactics, asset protection, hedging methods, and how to maintain purchasing power when markets slide backward.

Deep dive into RetirePro's financial tools: Budget tracking, Net Worth calculator, Tax Planning with 2025 brackets, and Mortgage analysis.

Explore RetirePro's premium features: What-If scenarios, Roth conversion calculator, 72t SEPP, Rent vs Buy, Sankey charts, and AI retirement advisor.

Discover RetirePro's 16 powerful features: Monte Carlo simulations, Social Security optimization, tax planning, and AI advisor for retirement.

Discover the optimal age to claim Social Security benefits. We break down the math, break-even points, and strategies to maximize your lifetime benefits.

Calculate exactly how much you need to retire comfortably. Learn the 25x rule, factors that affect your number, and how to build your personalized retirement target.

Your 30s are the most powerful decade for building wealth. Learn exactly what to do now to retire wealthy—or even early.

The IRS has announced increased contribution limits for 2026. Learn the new 401(k), IRA, and HSA limits, plus the game-changing SECURE 2.0 super catch-up for ages 60-63.

Learn how to set up your RetirePro account, enter your financial data, and run your first retirement projection in under 10 minutes.

Your 50s are the most important years for retirement planning. Learn the key strategies for catch-up contributions, Social Security optimization, and final preparations.

Learn how Monte Carlo simulations work, how to interpret your success rate, and how to use this powerful tool to stress-test your retirement plan.

Your 40s are when retirement planning gets serious. Learn how to accelerate savings, balance competing priorities, and set yourself up for a secure future.

A complete guide to every number, chart, and metric in your RetirePro dashboard. Learn what each calculation means and how to use it.

Learn how the 4% safe withdrawal rate works, when to adjust it, and how RetirePro helps you stress-test your retirement income strategy.

Discover how claiming age affects your lifetime benefits, spousal strategies, and how to optimize your Social Security for maximum income.

Learn how Roth conversions can reduce your lifetime tax burden, when to convert, and how much to convert each year for optimal results.