Social Security benefits

The rule change is designed to have an impact in the fight against COVID-19 and applies only to donations made to charitable organizations, an expert says.

“Concerns over the program's ability to pay promised benefits have been around for a long while, but they're heightened,” an expert says.

People born in 1960 could see a permanent cut in their benefits without action by policymakers, an expert warns.

While retirement readiness among Americans has improved in general, Gen Xers are struggling with housing, college and medical costs, a survey finds.

Retirees may benefit from moving money to various locations that offer better savings rates and returns.

Along with other decisions, dating the amount of money they need to withdraw would help them in retirement planning and spending.

Developing a comprehensive plan can help "avoid the negative compound interest effect in a declining market."

For starters, wage income earned by those working past their full retirement age can boost tax bills and medical insurance costs.

“By and large, many simply have not yet saved enough to retire comfortably.”

Higher-than-anticipated health-care costs are among the most unexpected expenditures clients face in retirement.