Numerous factors can affect a couple's retirement plan, so early communication is key. Consider these tips about what to ...

A child-free couple in their late 30s earning Rs 80 lakh annually plans to buy a Rs 3.5 crore home. With a Rs 4 crore ...

Married couples have a prime opportunity to work together and maximize their Social Security benefits. Don't be too quick to ...

Retirement is something you and your spouse should work toward together. Get comfortable with each other's investing ...

The consolation prize retirees received from the One Big Beautiful Bill is arguably a bigger win than ending the tax on ...

If you're entitled to Social Security on your own, each year you delay your claim past full retirement age boosts your monthly benefits by 8%, up until age 70. But the maximum spousal benefit you can ...

When you start collecting Social Security, any change in finances can be scary. But selling your house doesn't have to be, if ...

Later-in-life marriages can invite financial complications. Here's what couples should talk about when it comes to money, assets, benefits, insurance and more before tying the knot (again).

A new $6,000 tax break for Americans aged 65-plus could offer relief, but some may see little benefit. Here’s who will ...

The Rule of $1 More explains how to plan for critical retirement thresholds. "You don't want to step off a cliff just because of $1 more." ...

As DINK clients typically have longer investment horizons and can handle illiquidity risk, advisors can emulate the asset ...