Investing to hold forever isn't easy. Few investments deserve permanent spots in a portfolio, but it's hard to go wrong with Vanguard if you're searching for index funds to buy and hold. It's one of ...

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

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 ...

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 ...

For tens of millions of retired Americans, Social Security provides an indispensable source of income. Although the average monthly retired-worker check in 2025 is a modest $1,976, more than two ...

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%.

Supplemental Security Income recipients don't receive this statement. Generally, Social Security recipients don't have to file a tax return if their primary source of income is their monthly benefits.

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 ...