I am 56, and my wife is 50. We plan to retire at age 62. We each earn $100,000 per year. We have $973,500 in Edward Jones ...

Social Security won’t be enough for many to get through retirement — yet many Americans are relying heavily (or solely) on it ...

Social Security is full of surprising rules and hidden perks. These facts could reshape how you think about benefits and help ...

In 2026, like in most years, your Medicare premiums did increase. So, if you are 65 and up, you can expect that part of your ...

Learn how to assess savings, manage cash flow, and explore part-time work and health coverage options to stay financially ...

Discover 11 states that don't tax retirement income, including pensions, Social Security, and withdrawals, so retirees can ...

Thirteen U.S. states do not tax retirement income in 2026, offering major savings for retirees. Nine states have no income ...

Are you nearing retirement and considering taking Social Security? There are some key numbers to keep in mind, especially if you want to receive the highest possible monthly check. Most of us ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Are you worried that you won’t have enough money to last ...

The average Social Security retirement beneficiary is expected to receive a monthly payment of about $2,064 in 2026, based on the most recent data provided by the Social Security Administration. But ...