I’m Retiring. Can I Get My Social Security Spousal Benefits?
Social Security spousal benefits may be available on your spouse’s work record. You can claim your spousal benefits if your husband or wife has...
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Retirement
Social Security, savings targets, withdrawal strategy and the decisions that decide how the money lasts.
15,248 storiesLatest story Apr 28, 2026via The Motley Fool
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How to Rebalance a Concentrated Portfolio: Why Your Account Type Should Drive Every Move
Shifting investments inside retirement accounts can be done freely without immediate tax costs. Rebalancing in taxable accounts often works better wit...
Your First RMD Doesn’t Have to Be a Tax Nightmare. Here’s a Smarter Way to Take It.
Required minimum distributions (RMDs) can create a tax headache. The timing of your first RMD could make your tax bill better or worse. It’s imp...
Why Most Inheritances Disappear Within a Year — and What That Means for Investors and Estate Plans
New research shows heirs spend about 40% of inherited wealth within just one year. These patterns may reshape how investors, families, and advisors pl...
The 2027 COLA Could Be as High as 3.2% — if Today’s Inflation Holds
Each year’s Social Security cost-of-living adjustment is based on recent inflation rates. Inflation has inched up lately, and if it keeps rising...
Lower Mortgage Rates in 2026: A Downsizing Opportunity Retirees Shouldn’t Ignore
Falling interest rates are great news for those taking on new mortgages or refinancing. However, acting on those lower rates isn’t always your b...
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