Social Security claiming is not one-size-fits-all. Learn how couples, cash flow, health, and survivor benefits determine the right filing age for you.

Social Security plays a different role for each generation — here’s how people can factor benefits and future changes into smart retirement planning.

Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, and portfolio mix still matter.

You may not be able to predict exactly how long you'll live, but it's a good idea to plan for a longer-than-expected life.

Ostensibly created to help people save for retirement (IRAs, 401ks), health care (HSAs, FSAs) and college (529s), most of those alphabet-soup accounts are tailor-made for tax avoidance. Roth IRAs are ...

Imagine Elena, a retiree in her mid-70s, whose close friend Brenda experienced financial abuse before she died. Brenda’s ...

Raising the retirement will cut benefits across the board.

My husband, 78, has been taking Social Security since he was 62. I am turning 64 in February, and I retired in June 2025. I ...

Social Security beneficiaries can see a personalized estimate of how much they could expect each month using the SSA’s calculator.

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If you have a target retirement age circled on your calendar, you might be planning around the wrong metric. According to ...

Social Security typically pays benefits on Wednesdays. The first wave of payments will be sent on the second Wednesday of the month, Feb. 11, with subsequent payments going out on the third (Feb. 18) ...