Assume you are 56 and want to retire in 10 years with $550,000. While your savings may align with many others your age — ...

West Virginia is phasing out its tax on Social Security benefits. For 2025 returns (filed in 2026), 65% of benefits will be ...

The Social Security earnings test doesn't have to limit your retirement income — here are 4 ways to work around it.

Vanguard's report reveals retirement income challenges for 4 million Americans turning 65 and highlights flexible plan ...

Acquiring annuities and delaying Social Security claims are important steps in goal-based retirement planning, according to a ...

“I never thought something like this could happen to us," he said. "These policies were sold to us as part of a retirement ...

Retirement goals often include hanging up your work hat and living a life of leisure, but this isn’t to say you can’t ...

A one-time transfer outperforms an equal-installments method in most tax situations, research finds.

When you live in America, one thing you've likely come to accept is the tax system. There are taxes on your income, products ...

November is Financial Literacy Month, and this year’s theme, ‘Talk Money,’ encourages Canadians to have open, honest conversations about their finances.

My plan for my Social Security benefits is simple. I'll use the money solely for fun spending, and not to cover any ...

Read here for 5 elite income stocks using the Total Portfolio Approach. Learn how active investing and high-conviction picks ...