Pairing an annuity and Social Security can have a big, and perhaps surprising, impact on your retirement plan.

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).

Waze cofounder Uri Levine advises starting retirement planning at age 18. Here's why he thinks beginning early is so critical ...

Financial experts urge seniors to consider cheaper retirement states, like Arkansas and Missouri.  But where do ...

Portfolios have building blocks that determine whether family capital survives market shocks, tax‑code changes and ...

The path to retirement used to be simple: save and invest strategically and consistently over time to yield predictable ...

Winning a lawsuit can bring financial peace of mind, but a lump sum windfall can produce certain pitfalls that a structured settlement may avoid.

An annuity can provide a steady and reliable stream of income in your retirement years. The three common types have varying ...

Retirement disparities between Black and non-Black Americans reveal systemic inequalities in health, wealth, and financial security throughout working years.

Concerns about outliving savings and healthcare costs are reshaping how "Peak 65" Americans and advisors approach income ...

David Lau, founder and CEO of DPL Financial Partners, explains how the RIA boom and product innovation has fueled a slow-burn ...

The way annuities affect Social Security benefits may surprise you. Here's how they interact and what to watch for.