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.
Tag: Retirement Goals
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.
Social Security
Social Security Options and Their Requirements
Social Security offers more than just guaranteed income. You may be eligible to receive disability, spousal, survivor, and medical benefits.
Retirement Planning
Utilizing a Retirement Decumulation Strategy
It’s just as important to have a plan for spending money as it is for saving it. Here’s what you need to know.
Retirement Planning
Managing Healthcare Costs in Retirement
Unforeseen healthcare costs are commonly overlooked in retirement planning. Here’s how you can anticipate these expenses.
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
Staying On Track for Retirement in Your 40s
Staying on track with your retirement goals is important. Here’s what you can do to make sure that you do so during your 40s.
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.