Social-security
Getting the most out of Social Security is anything but simple. As you near retirement, the decisions you make could have a significant impact on the amount of money you receive, and some of these choices are irrevocable. You’ll need to move carefully to maximize your income stream. Start with our beginner's guide to maximizing your Social Security benefits, then work your way through our other Social Security features, guides and news stories.
Latest
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Six Missteps to Avoid as You Transition to Retirement
Don't lose sight of your finances when you finally reach retirement. These six classic missteps can chip away at the nest egg you’ve worked so hard to build.
By Bill Leavitt Published
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How to Apply for Social Security Retirement Benefits
There are two ways to apply for Social Security retirement benefits.
By Donna LeValley Published
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For a More Secure Retirement, Build in Some 'Safe Money'
To solidify your retirement plan, write it down, reduce your market risk and allocate more safe money into your plan for income.
By Kevin Wade Published
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What's My Social Security Full Retirement Age?
Social Security The year you were born determines when you become eligible for your Social Security full retirement age benefit (FRA). Use our calculator to determine your FRA.
By Jackie Stewart Last updated
Social Security -
Many Older Adults Lack Financial Security: What Can We Do?
Poor financial literacy and a lack of foresight have led to this troubling reality. It's going to take tax policy changes, education and more to address it.
By Ryan Munson Published
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Will You Pay Taxes on Your Social Security Benefits?
You might, depending on your income, but smart financial planning now can help lower or even eliminate your taxes in the future.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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When Will I Receive My First 2025 Social Security Check?
Find out when you can expect your first 2025 Social Security payment and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley Last updated
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11 Costly Medicare Mistakes You Should Avoid Making
Medicare If you don't make the right choices, you could end up with high Medicare premiums and big out-of-pocket costs.
By Donna LeValley Last updated
Medicare -
7 Things Medicare Doesn't Cover
Healthy Living on a Budget Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.
By Donna LeValley Last updated
Healthy Living on a Budget