Expert Personal Finance Advice and Resources

4 Ways to Maximize Your Social Security Benefits

If your earnings exceed a certain threshold, you'll pay federal taxes on your Social Security income.

It's not enough to be organized and responsible. We need to think about who will be responsible next.

One benefit of a Roth IRA is that they are not subject to required minimum distribution.

Thinking about these realities is necessary, especially for the baby boomers in or approaching retirement.

Setting alerts, such as spending, minimum balance alerts or daily spending alerts are good places to start.

Investors face a hurdle in having to mentally shift from working and saving to retirement and spending.

Nearly 4 in 10 Americans say they lack confidence in their ability to pay an emergency expense of $1,000.

The overnight lending rate now sits at a range between 2.25% and 2.5%, with no change until at least July.

Researchers: Elderly poverty could be cut by 50% if all retirees claimed benefits at the optimal time.

By teaching them early, you can help form healthy financial habits that can set them on the path to success.