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

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.

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.

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

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 ...

At the southernmost tip of Texas, Brownsville offers coastal proximity and international flavor without coastal price tags.

Once you’re old enough to claim Social Security, you’ll have to make a tough decision. The earliest age to sign up for ...

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) ...

The Social Security earnings test can reduce benefits for working retirees, but understanding the rules and planning ahead ...