Latest
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Raising the Social Security Retirement Age to 69? How it Would Affect You
Workers have two choices if the full retirement age ever increases to 69. Work longer or collect less.
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Medicare Premiums 2026: Projected IRMAA Brackets and Surcharges for Parts B and D
Will you have to pay the monthly Medicare premium surcharge next year? It depends on a few factors.
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Are Managed 401(k) Accounts Worth the Extra Cost?
Managed 401(k) accounts are an option in an increasing number of company plans, but are they worth the additional fees vs. target-date funds?
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Retire in the Bahamas With These Three Tax Benefits
Retirement Taxes Retirement in the Bahamas may be worth considering for high-net-worth individuals who hate paying taxes on income and capital gains.
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What to Do After Losing Your Spouse: An Expert Guide
Some financial decisions need to be made sooner rather than later. In honor of International Widows' Day, here's what you need to know about gathering documents and contacting government agencies and financial institutions.
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States That Tax Social Security Benefits in 2025
Retirement Taxes Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
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I'm a Financial Planner: This Is the Key to Successful Retirement Planning
You have to focus on what you can control — the inputs — and not obsess over what you can't control — the output. Here's how to do that.
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Summer Is Made for Sun, Fun … and Estate Planning Conversations
Now is the time to discuss estate planning with your loved ones to ensure the Great Wealth Transfer is efficient, tax-aware and in line with your legacy goals — not Uncle Sam's.
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Retire in Ecuador for an Affordable, Rich Life
Ecuador offers one of the world’s most painless visa processes in a country rich with biodiversity.
