From time to time, we get a listener question on our Sunday morning show on WCCO that opens the door to a much larger financial planning conversation. This is one of those questions: “I’m 62. I ...

The experts say wait to claim Social Security. But interest rates have reduced the payoff. Here are four questions to ponder before making a decision.

Claiming Social Security early isn't always a bad decision. In fact, it might be the right choice for you. It's no surprise ...

At 58 with $800,000 saved, retiring at 63 without claiming Social Security is possible, but only if you understand the bridge ...

As physicians approach retirement and contemplate a stage of life when they will not be earning a paycheck, they typically ...

If this is your first time meeting with a financial advisor, that's fine! You don't need prior experience or a huge portfolio ...

There are three boxes you need to check before you apply. And you'll have to put in some real work to pull this off.

Understanding each part of your federal retirement can help you plan when and how to retire and avoid surprises.

For decades, Social Security advisors touted sophisticated claiming strategies that promised married couples thousands of extra dollars in retirement income. These tactics, commonly known as "file and ...

Plus: Social Security benefits, IRA contributions, AI and the IRS, tax season filing statistics, Taxes From A to Z, tax filing deadlines, tax trivia and more.