Education Requirement: Complete a CFP Board Registered Program before taking the CFP® exam. Rigorous Exam: The exam consists ...

If paying back your benefits isn't an option, you could also suspend Social Security. Once you reach your full retirement age, you can temporarily stop collecting checks up to age 70. When you begin ...

The SECURE 2.0 Act includes several retirement savings-related provisions homeowners should be aware of before settling down.

Here are three tricky decisions that confront people planning for retirement today. It’s impossible to determine the “right” ...

What's the minimum? It depends on your age and the total market value of your retirement accounts as of the end of calendar 2024. Here's the required minimum distribution on $50,000 worth of ...

Getting the right mix can maximize the money you have available in retirement, and the total taxes you pay on it.

REITs have similar long-term returns as the S&P 500 but dissimilar short-term returns, which can add diversification to your portfolio. How the 0.01% rule can help determine whether you can afford an ...

This Social Security strategy could boost your lifetime benefits by $300K—learn how delaying and a smart bridge plan can maximize your retirement income.

Have blank years lurking in your Social Security wage history? Spotting them early could help you make a smarter retirement decision that boosts your future benefits.

Several changes will be implemented for Social Security recipients in Tennessee and taxpayers who work to support the program.

On July 31, Senator Ron Wyden of Oregon, the highest-ranking Democrat on the Senate Finance Committee, sent a letter to the Social Security Administration's Office of the Actuary (OACT) to decipher ...

Starting Sept. 30, both the Social Security Administration and the IRS are phasing out paper checks as part of a massive ...