Failing to plan for financial surprises in retirement can upend your budget. Here are three of the most common (not-so-great) surprises.

Social Security recipients are preparing for October 2025 payments. Some retirees may receive the maximum monthly benefit of $4,983. This is not a one-time payment. It is the highest standard monthly ...

Amidst the confusion caused by the 'One Big Beautiful Bill' (OBBB) and incorrect reports, the federal taxation rules for Social Security (SS) benefits remain unchanged. As we approach the 2025 tax ...

Retirement planning can be a daunting task, but it is a critical step to ensuring a comfortable and secure future. Understanding the various tools and ...

Many people overcomplicate retirement planning with endless calculators, spreadsheets, and conflicting advice, but one simple rule can cut through the noise. Known as the Rule of 25X, it boils ...

For many, the hardest part of saving is getting started. That's where micro-savings apps come in. These tools quietly drop small amounts of money into savings.

Retirees, planners, and advisors alike have all used the 4% rule for decades now. Since its discovery in the 1990s, the 4% rule is very straightforward: You withdraw 4% of... The first sale rule is a ...