Lists

Quick-hit roundups and checklists — the shortcuts and cheat sheets worth bookmarking for retirement planning.

  • 5 Retirement Myths Debunked

    From the ‘80% rule’ to relying on Social Security, these five common retirement beliefs don’t hold up to scrutiny in 2026. Here’s what’s actually true.


  • 4 Tips for Retirement Distributions

    A good distribution strategy is what keeps you from outliving your savings. Here’s how to think through the three phases of retirement spending, Social Security timing, taxes, and required withdrawals.


  • 3 Top Retirement Planning Tools for the Digital Age

    Free online calculators and apps can show you, in a few minutes, whether your retirement plan is on track. Here are three worth trying, whether you’re decades away or already retired.


  • 3 Bad Financial Habits of New Retirees

    Small missteps in the first few years of retirement can put decades of savings at risk. Here are the three habits financial advisors flag most often.