Social Security

Taxing Social Security Benefits

Your combined income affects how much your Social Security benefits are taxed. Learn what tax bracket you fall into.

Social Security

Recent Changes to Social Security Benefits

Recent changes to the Social Security Act affect how married couples can claim for spousal benefits. Find out if these amendments change your claiming strategy.

Retirement Planning

5 Challenges Women Face in Retirement

Women tend to live longer and therefore need to prepare more for retirement. And, with most couples, women aren’t very involved in retirement planning.

Retirement Planning

Retirement Planning Tips for Millennials

Getting ahead of retirement planning can help you achieve your goals sooner. Our retirement planning tips for millennials give quick and easy suggestions for people in their 20s and 30s. One thing to be most aware of: retirement is more complicated without a pension.

Retirement Planning

Planning for Retirement with Income and Assets

Early in our careers, we think about retirement in terms of assets, but as we get closer to actually retiring, it’s important to shift and focus on income. Why? Assets run out. Lifetime income doesn’t.

Retirement Planning

How Your Spending Changes in Retirement

Household spending generally drops at retirement and then continues to decline throughout retirement. Here’s how people’s spending changes the most and how it can effect your saving plan.