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

Whether you plan for retirement through an advisor or go it alone, here are nine basic factors that need to be determined ...

When President Donald Trump took office Jan. 20, he started moving forward with ambitious campaign promises that could impact ...

The decline of pensions leaves newly minted retirees in a precarious position: They are more dependent on Social Security to ...

Unfortunately, retirees living in nine states could find out they don't get to keep all of their Social Security benefits.

Learn how to create a diversified portfolio of income sources, including both active and passive revenue, to build lasting ...

Gen Zs and millennials are the least invested among all pre-retirement age groups, allocating just 15% to 17% of their ...

A retirement budget balances your expected income in retirement with your expected living expenses and taxes. Financial planners may use some rules of thumb to generate estimates of how much you are ...

Social Security benefits are eligible for a cost-of-living adjustment (COLA). The purpose of COLAs is to make sure that ...

Alaska Florida Illinois Iowa Mississippi Nevada New Hampshire Pennsylvania South Dakota Tennessee Texas Washington Wyoming ...

Exhibit 1 shows the key findings from the annual study on using different sources of guaranteed income in retirement. Source: Morningstar. Data as of Sept. 30, 2024. Data is based on a 40% equity ...

By Brad Rhodes The nearer you are to retirement, the more pressure you are under to make sure you have a reliable and steady source of income for the remainder of your lifetime. Social Security and ...