I'm 64 and my wife is 65. We have $1.5 million in 401 (k)s and IRAs and $90,000 in a Roth IRA. We are looking to retire next year. I will receive $3,000 in a monthly pension that my wife will inherit ...

Each of our properties are worth over $1 million' "Our primary home has a $300,000, 15-year refinance mortgage with 10 years remaining at 2.5%." (Photo subjects are models.) Dear Quentin, I am a ...

You've worked hard, saved diligently, and finally hit retirement. You're imagining relaxed mornings with coffee and maybe a ...

The law states that when a Social Security beneficiary has Medicare premiums withheld from Social Security benefits (instead ...

Medicare expert Jae Oh explains why taxable income, health insurance, and retirement taxes can no longer be planned in ...

IncomeConductor, the leading retirement income planning platform for financial advisors, today announced a major platform update that transforms how advisors incorporate annuities into comprehensive ...

Social Security checks are set to rise in 2026 with a 2.8% COLA increase. Retirees can expect an average monthly payment of ...

Retirement requires careful planning, but today’s environment presents challenges that previous generations did not face.

Understand the critical two-year lookback period and why aggressive planning before you enroll in Medicare is the most ...

Get ready for these five 2026 Social Security changes, from a 2.8% COLA and higher Medicare costs to new earnings limits, ...

Those lucky enough to have access to these plans can rely on an additional source of income in retirement that goes beyond ...

The National Foundation for Credit Counseling at www.nfcc.org primarily helps people pay off credit card debt, but its member ...