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.
Browse by category
See all 47 resources →Retirement Accounts
IRAs, 401(k)s, Roth conversions, and rollovers — where your nest egg lives.
12 resourcesInvesting
Index funds, brokerages, and asset allocation for the long haul.
7 resourcesSocial Security
Benefits, claiming strategies, and official estimators.
3 resourcesBudgeting & Saving
Cash flow, emergency funds, and getting more into savings.
7 resourcesInsurance & Annuities
Medicare, long-term care, and guaranteed-income products.
4 resourcesEstate Planning
Wills, trusts, beneficiaries, and passing wealth on cleanly.
3 resourcesCalculators & Tools
Planners and estimators to pressure-test your retirement math.
5 resourcesFinancial Advisors
Find a fee-only fiduciary who works for you, not a sales desk.
4 resources
🧮 Free retirement calculators
Project your nest egg, find your target number, and see how contributions compound — all in your browser.
Featured resources
Bogleheads Forum
One of the best free communities for sensible, low-cost, long-term investing.
View details →Bogleheads — Three-Fund Portfolio
The classic low-cost, diversified portfolio of three total-market index funds, explained plainly.
View details →CFPB — Building an Emergency Fund
The Consumer Financial Protection Bureau's free guide to building an emergency fund: how to set a savings target that fits your situation, where to keep the money, and how to make saving automatic. Useful before investing, and for retirees keeping a cash buffer.
View details →IRS Publication 554 — Tax Guide for Seniors
The IRS's tax guide for older adults: filing requirements, the higher standard deduction for people 65 and older, how Social Security benefits, pensions and IRA withdrawals are taxed, and credits such as the credit for the elderly or disabled.
View details →IRS Publication 590-B — Distributions from IRAs (RMDs & Inherited IRAs)
The official IRS guide to taking money out of an IRA: required minimum distributions, the 10-year rule and other inherited-IRA options, eligible designated beneficiaries, Roth IRA distributions, and the excise tax for missed RMDs.
View details →IRS Publication 969 — HSAs
The official IRS rules for Health Savings Accounts: who is eligible, HDHP requirements, contribution limits (for 2026, $4,400 self-only and $8,750 family, plus $1,000 at 55+), qualified medical expenses including some insurance premiums, and how HSA withdrawals are taxed.
View details →IRS — Retirement Plans
The official rules on IRAs, 401(k)s, contribution limits, and required minimum distributions.
View details →IRS — Rollovers of Retirement Plan & IRA Distributions
Official IRS rules on moving money between 401(k)s and IRAs without triggering taxes, including the 60-day rule.
View details →Medicare.gov
The official U.S. government Medicare site: when and how to sign up (your 7-month Initial Enrollment Period and Special Enrollment Periods if you're still working), when coverage starts, how to avoid Part B and Part D late penalties, current costs, and tools to compare Medicare Advantage, drug and Medigap plans.
View details →Medicare Plan Finder
Compare and enroll in Medicare Advantage and drug plans in your area.
View details →NAPFA — Fee-Only Advisors
Directory of fee-only fiduciary advisors who take no commissions.
View details →Open Social Security
A free, open-source calculator for the mathematically optimal time to claim.
View details →PBGC — Pension Benefit Guaranty Corp.
The federal agency that insures private-sector defined-benefit pensions; look up your plan and benefits here.
View details →Retirement Eagle Calculators
Our own free, private retirement calculators — the math runs in your browser.
View details →Social Security Administration
Create a my Social Security account to view your benefits and earnings record.
View details →
Latest guides
All articles →
Retirement Planning for Speech-Language Pathologists: School, Hospital & Private Practice
An SLP's work setting decides the retirement plan: school pensions plus 403(b) and 457(b), hospital 403(b)s, or a private-practice Solo 401(k). BLS pay by setting, 2026 limits, Social Security after the WEP/GPO repeal, and what to do this week.
Retirement Planning for Dental Hygienists (2026): Plans, Limits & Part-Time Rules
Many hygienists work in small offices or part time with no 401(k). The plans dental offices actually offer (SIMPLE IRA, SEP, 401(k)), 2026 limits, the new part-time eligibility rule, 1099 Solo 401(k)s and planning to stop clinical work early.
Emergency Fund vs. Retirement Savings: Which Comes First?
Build a starter emergency cushion and grab your employer match at the same time, then grow both. How much to keep (and what the CFPB actually says), where to keep it, why a 401(k) is a poor emergency fund, and how much cash to hold once you're retired.