RetirePro Weekly ยท September 7, 2026
Net Worth: The Full Readiness Check
๐ก Tip of the Week
Your 401(k) might hold $400,000, yet loans or home equity change the math on when you can stop working. Tracking net worth shows every asset and liability so you know if your 15 percent savings rate is actually on pace. RetirePro pulls all accounts together automatically so the full picture updates each month without extra work.
๐ฏ Inside RetirePro
Real estate, vehicles, accounts, debts, mortgages โ all in one place, automatically rolled into your retirement plan.
Track My Net Worth โ๐ฐ Featured in this issue
Can I Retire at 65 in 2026? The Savings, Social Security, and Medicare Checklist
Can you retire at 65? See how much you need by spending level, how Social Security and Medicare fit in, and the Monte Carlo success rates that tell you if your money will last.
Is Social Security Taxable in 2026? How to Calculate (and Lower) the Tax on Your Benefits
Yes, up to 85% of your Social Security can be taxable. Learn the combined-income formula, the exact thresholds for 2026, and five legal ways to cut the tax on your benefits.
Pension Lump Sum vs. Monthly Payment: How to Decide in 2026
Should you take the pension lump sum or the monthly pension? Use the payout-rate test, break-even math, and survivor-benefit checklist to make the right call for your retirement.
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