Social Security is a major source of income for nearly 73 million Americans — but how far does the average check actually go?

Let’s say, for example, that you’re in your early 60s and you’re planning to retire within the next year. You earn $200,000 per year and you’ve built a substantial nest egg. But with your retirement ...

A down market offers opportunities to check progress toward your long-term investing goals—and even save on taxes. A diversified portfolio with various time frames can help you meet your income needs ...

Using the most recent edition of J.P. Morgan Asset Management’s Guide to the Markets, John and Ben will share thoughts on the ...

Learn why homebuyers who need to come up with upfront costs like down payments should consider carefully before using ...

During times of market volatility, experts recommend following these important tips to protect your retirement funds.

Explore an approach that offers solutions for those navigating the intersection of longevity, fulfillment and financial ...

When it comes to retirement savings, more than half of Americans think it's “somewhat or very likely" that they’ll outlive ...

Learn about the Medicare IRMAA surcharge, how it's calculated, and how high-income retirees can plan to minimize its impact.

There again you might, like many Americans of recent years, wonder why you would own a product like an annuity. After all, you can just throw all your money into U.S. stocks and be confident they will ...

A well-diversified portfolio that includes a mix of stocks, bonds and other asset classes can help mitigate market risk.

The average American’s retirement “magic number” for 2025 is $1.26 million—down $200K from 2024, yet still out of reach for many.