We’re in our 60s, my husband plans to work until he ‘drops dead’ and our medical bills are overwhelming – how can we retire like this?

My husband works for the county making approximately $55,000 a year but before that was in retail with earnings of only about $36,000. In 1996, our daughter was diagnosed with a life threatening incur...

Should I claim Social Security at 70, or take it earlier and invest the money?

Few things are certain, yet Social Security retirement benefits are among the safest sources of retirement income: Inflation-adjusted monthly benefits backed by the federal government for as long as y...

Kroger employees are surrounded by food at work — but many struggle to afford food and rent, says a survey of 10,200 workers

Many supermarket workers struggle to put food on the table even as they help feed their communities, according to new research on Kroger KR, -0.73% employees released as the pandemic continues to expo...

‘Not all the money belongs to you’: Self-employed? Avoid these mistakes when filing your 2021 taxes

More Americans are becoming their own boss as the “Great Resignation” continues. Now they’ll have to resign themselves to the fact that their tax situation is likely going to become more complicated. ...

The No. 1 thing that can improve the retirement security of older workers

Ready for today’s retirement investing pop quiz? What’s the single most consequential thing you can do to improve your chances of not running out of money in retirement? I’ll try answering this questi...

I retired at 50, went back to work at 53, then had a major medical issue that left me unemployed – ‘There’s no such thing as a safe amount of money’ for retirement

I had always said I was going to retire when I was 50. I had worked and saved since I was 16. Retiring without Medicare and Social Security is a scary thing. I wound up retiring then going back to wor...

Retiring early this year? Look through Affordable Care Act plans now before the deadline Saturday

Healthcare is one of the largest expenses in retirement, and one of the biggest risks for people who retire before age 65.  Retirement Tip of the Week: Before the open enrollment period ends on Jan. 1...

This year’s income tax filing season starts Jan. 24, and the IRS says it’s going to be a ‘frustrating’ one

Ready for your 2021 tax refund? Mark your calendars because January 24 is the date the Internal Revenue Service will start accepting and processing 2021 income tax returns. The 2022 tax season will ru...

I’m 68, my husband is terminally ill, and his $3 million estate will go to his son. I want to spend the rest of my days traveling – will I have enough money?

Please help me. I am a 68-year-old woman married 17 years to the love of my life. Our finances have always been separate, and I signed a prenuptial acknowledging that his son will inherit his estate h...