I am a 68-year-old woman married to a 75-year-old man.

In 2025, the SECURE 2.0 Act allows a new "super catch-up provision" for individuals who turn ages 60 to 63 before the end of ...

Research shows retirees hesitate to spend savings but readily use lifetime income. Here's what this means for you. In this ...

When it comes to building a retirement portfolio, the dream is simple: an income stream that lasts as long as you do. Click ...

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

Thankfully, Social Security has trust funds it can use to keep up with benefits for a period of time. But once those trust ...

Rising living costs, market volatility, and complex retirement plans create significant barriers for those looking to retire ...

Retirement planning has always been a long-term journey, but for younger generations, navigating this path has become more ...

Retirement planning is essential for a financially secure future, and one feature that frequently arises in discussions is the Guaranteed Income Benefit. This option guarantees a consistent income ...

Retirement income plans often don't include late-in-life health or long-term care expenses. Here's how to cover for the ...

Whether your goal is early retirement or building long term wealth, having a clear plan will guide you in making retirement a ...

First, 529 plan contributions are generally deductible on state tax returns if you live in a state that has an income tax.