Plan smart. Retire well.

A hand-picked directory of trustworthy retirement and personal-finance resources — plus plain-English guides to help you save, invest, and retire with confidence.

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Retirement Accounts

IRAs, 401(k)s, Roth conversions, and rollovers — where your nest egg lives.

3 resources
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Investing

Index funds, brokerages, and asset allocation for the long haul.

3 resources
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Social Security

Benefits, claiming strategies, and official estimators.

2 resources
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Budgeting & Saving

Cash flow, emergency funds, and getting more into savings.

2 resources
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Insurance & Annuities

Medicare, long-term care, and guaranteed-income products.

2 resources
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Estate Planning

Wills, trusts, beneficiaries, and passing wealth on cleanly.

2 resources
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Calculators & Tools

Planners and estimators to pressure-test your retirement math.

3 resources
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Financial Advisors

Find a fee-only fiduciary who works for you, not a sales desk.

3 resources

🧮 Free retirement calculators

Project your nest egg, find your target number, and see how contributions compound — all in your browser.

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Featured resources

★ Featured 📈 Investing

Bogleheads Forum

One of the best free communities for sensible, low-cost, long-term investing.

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★ Featured 🪺 Retirement Accounts

IRS — Retirement Plans

The official rules on IRAs, 401(k)s, contribution limits, and required minimum distributions.

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★ Featured 🛡️ Insurance & Annuities

Medicare.gov

Compare plans, check coverage, and enroll — the official Medicare site.

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★ Featured 🧑‍💼 Financial Advisors

NAPFA — Fee-Only Advisors

Directory of fee-only fiduciary advisors who take no commissions.

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★ Featured 🏦 Social Security

Social Security Administration

Create a my Social Security account to view your benefits and earnings record.

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Latest from the blog

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Retirement Planning for Teachers: Pensions, 403(b)s, and the End of the Social Security Penalty

Between a state pension, a 403(b), and the recent repeal of the Social Security penalties, teachers have a retirement playbook all their own.

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Retirement Planning for Nurses: 403(b)s, Shift Differentials, and Side Income

Hospital retirement plans plus overtime, differentials, and per-diem work give nurses several powerful levers to build savings fast.

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Catch-Up Contributions: A Retirement Superpower After 50

Once you turn 50, the IRS lets you shovel extra money into tax-advantaged accounts. Here's how to use it.