President Trump has promised to protect Social Security, but has also floated the idea of cutting taxes on Social Security ...

Some Gen Z workers are turning traditional attitudes about employment on their head. They have embraced the idea of micro-retirement so they can take a break before they settle down.

You and your spouse are both 67, have $2.5 million in savings and collect $40,000 in annual Social Security benefits. Is that ...

Dreaming about life after work? Turn your dreams into a concrete, actionable plan by nailing down the why, what and how of ...

Understanding how your earnings impact your benefits and exploring passive income opportunities can optimize your financial ...

We brandish calculators and sophisticated software to free clients from nagging tax liabilities and penalties. One tool that seems to surface more and more in our daily quest to help clients is the ...

In some columns I wrote earlier this month about the repeal of laws that affect people who spent a large portion of their ...

The Social Security program is very complex and has many rules regarding who can claim benefits, when they can claim benefits, and how much they can claim. The Social Security Fairness Act eliminated ...

An interesting thing tends to happen to people who grow up without much money and find themselves earning lots of it later in ...