The 2.8% Social Security cost-of-living adjustment that took effect in January 2026 initially looked like good news. With ...

Over 70 million Americans receive Social Security benefits, according to the Social Security Administration (SSA). And 67% of retirees rely on their Social Security checks for more than 50% of their ...

Social Security benefits are guaranteed for life. Annuities provide lifetime income payments in exchange for a lump sum or periodic payments to an insurance company. Fixed annuities combined with ...

Many retirees are unprepared for the switch from saving to spending. Here’s how to turn your retirement savings into steady, ...

Thirteen U.S. states do not tax retirement income in 2026, offering major savings for retirees. Nine states have no income ...

Social Security’s trust fund could run dry by 2035 and trigger an automatic 17% benefits cut. Benefits have lost approximately 20% of their buying power since 2010 due to inadequate cost-of-living ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. Retirement means shifting from accumulating wealth to ...

A 44% reduction in monthly income is highly consequential in retirement. According to the Urban Institute, early claims expose individuals to higher longevity risk, or, in other words, less lifetime ...

New ETF Series to apply a systematic ‘dividend rotation’ strategy enabling investors to capture total return without taxable income distributions. F/m Investments (“F/m”), an $18 billion investment ...

Young investors are abandoning the volatility of cryptocurrency in favor of the safety found in fixed-income assets.

For many retirees, Social Security is a critical part of monthly income, but where you live can dramatically change how far ...