Many Americans live on a fixed income when they retire, which can mean a tighter wallet. Considering the average retired ...

You can't control the markets, but you can control how you withdraw your money. A comprehensive distribution plan can do ...

The Social Security cost-of-living adjustment for 2025 is the lowest since the post-Covid inflation spike. Yet retirees still ...

When retirement planning becomes serious, you must consider where your investments will be held. Anyone who wants to retire ...

I recommend taking advantage of tax credits from the Inflation Reduction Act and the Infrastructure Investment and Jobs Act.

Fixed Deposits allow individuals to invest a lump sum amount for a predetermined period at a fixed interest rate ...

With Donald Trump returning to the White House, many Americans relying on Social Security wonder how potential economic ...

The Social Security Fairness Act eliminates two provisions, the WEP and the GPO, that have been penalizing a sizable portion ...

Potential benefits of investing in mortgage securities with the Western Asset Mortgage Opportunity Fund and insights from Portfolio. Click here to read more.

In our recent annual study on safe withdrawal rates, my colleagues Amy Arnott, Christine Benz, Tao Guo, and I estimated that ...

When Morningstar released its first safe withdrawal report in 2021, the highest starting safe withdrawal rate was 3.3%. In 2022, it was 3.8%.

The first order of business is to make sure your child has a Social Security number ... But in many cases, it depends on a person's income. Taxpayers with lower incomes are typically eligible ...