By diversifying your retirement income sources to include some of these tax-free options, you can potentially lower your ...

A $2 million nest egg is substantial and can provide financial security for many couples, but whether ... buy that car you always wanted in cash or gift some money to your loved ones," he says.

Many retired couples have spent decades together by the ... This is one of the best gifts you could give me.” Jack and Margaret’s story reminds us that good communication takes effort, even ...

You can start collecting as early as age 62, or you can delay, up to age 70. Starting early means smaller benefit checks -- though you'll collect many more of them than someone who waits until, say, ...

If one spouse isn't employed, they might be missing out on putting retirement assets in their name—not to mention reducing the tax-deferred growth possibilities as a couple. That effectively ...

Effective financial planning is essential for navigating life's uncertainties and achieving long-term goals, whether you're saving for retirement, managing debt, or investing for the future.

There is nothing sweeter than love, and for many couples in love today ... When a reader contacts me, it is a gift." The Three Biggest Fears Keeping Retirees Up at Night Here are the steps ...

Married or cohabiting couples’ retirement decisions may require extended parameters to their plans depending on age and health differentials. Retirement lifestyle plans may require specific ...

In the first example, the firm looked at a married couple with relatively modest retirement income and an annual budget of $65,000. The couple collects $29,000 in Social Security benefits and has ...

After punching the clock daily and putting in long hours for decades, the time has finally come: A man in your life is heading into retirement. So, what gift should you get him to celebrate this ...