Social Security Articles

David Beren | 12 hours ago

Fidelity’s 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans

Fidelity’s 2026 retirement study draws a clear line between generations based on where they expect their retirement income to come…

Gerelyn Terzo | 14 hours ago

We’ve Been Married 40 Years. Why Is My Wife’s Social Security Only $1,000 a Month When Mine Is $3,200?

Four decades of marriage, both retired, and the monthly Social Security deposits look wildly mismatched. His check lands at about…

Gerelyn Terzo | 14 hours ago

My Ex-Husband Died and I Didn’t Even Know. Can I Still Claim Social Security Survivor Benefits on His Record?

A woman in her sixties has not spoken to her ex-husband in 20 or 30 years. He remarried, moved away,…

Maurie Backman | 15 hours ago

Social Security Becomes a Flashpoint as Lawmakers Clash Over Funding

Social Security is facing some serious problems in the coming years. And policymakers can no longer afford to sit on…

All Social Security Articles

43 Articles

Gerelyn Terzo | 16 hours ago

I’m 65 and Widowed. Switching My Social Security Out of Fear Could Shrink My Check 8% a Year for Life

A 65-year-old widow lost her husband in 2014. Health problems pushed her to claim a reduced survivor benefit at 60,…

Maurie Backman | 22 hours ago

Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall

If Social Security is a big source of retirement income for you, you may be hoping for a larger…

Gerelyn Terzo | Yesterday

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

Why a Routine Withdrawal Casts a Long Shadow Tom is 73, single, on Medicare, and lives in the kind of…

Gerelyn Terzo | Yesterday

The Roth Conversion That Added $999.60 to a Retiree’s Medicare Bill…Two Years Later

Mary did everything the retirement books told her to do. At 68, already on Medicare and watching her traditional IRA…

Gerelyn Terzo | Yesterday

The Medicare Lookback Clause That Turned a $552,000 Real Estate Gain Into a $5,880 Bill

A 67-year-old retiree closes on the house she bought in 1998, deposits a life-changing check, and feels like she finally…

Gerelyn Terzo | Jun 7, 2026 at 5:00 PM EDT

The Divorced Spouse Strategy That Adds $14,400 a Year for a 66-Year-Old Whose Ex Is Still Alive

A 66-year-old woman was married for 14 years, divorced nearly two decades ago, and never remarried. Her career after the…

Carl Sullivan | Jun 7, 2026 at 1:12 PM EDT

Retired Postal Office Worker With $720,000 Discovers His Pension Just Triggered an IRMAA Surprise

The Civil Service Retirement System (CSRS) pension provides a reliable paycheck every month. So a retired United States Postal Service…

Christy Bieber | Jun 7, 2026 at 11:40 AM EDT

Three Unexpected Reasons Your Social Security Check Could Quietly Get Smaller

It’s important to try to get an estimate of your monthly Social Security benefits before you retire. That way,…

Maurie Backman | Jun 7, 2026 at 11:15 AM EDT

The Social Security Trap That Quietly Pulls New Retirees Into Claiming Too Early

If there’s one financial decision that’s likely to carry a lot of weight throughout your retirement, it’s your Social…

Gerelyn Terzo | Jun 7, 2026 at 7:30 AM EDT

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Picture a 65-year-old who just retired with a spouse, no pension, and roughly $2 million in a 60/40 portfolio. The…

Gerelyn Terzo | Jun 7, 2026 at 7:11 AM EDT

Social Security’s Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

A single retiree in her late 60s draws roughly $30,000 a year from Social Security, has $720,000 sitting in a…

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Social Security Articles

Fidelity’s 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans

We’ve Been Married 40 Years. Why Is My Wife’s Social Security Only $1,000 a Month When Mine Is $3,200?

My Ex-Husband Died and I Didn’t Even Know. Can I Still Claim Social Security Survivor Benefits on His Record?

Social Security Becomes a Flashpoint as Lawmakers Clash Over Funding

All Social Security Articles

I’m 65 and Widowed. Switching My Social Security Out of Fear Could Shrink My Check 8% a Year for Life

Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

The Roth Conversion That Added $999.60 to a Retiree’s Medicare Bill…Two Years Later

The Medicare Lookback Clause That Turned a $552,000 Real Estate Gain Into a $5,880 Bill

The Divorced Spouse Strategy That Adds $14,400 a Year for a 66-Year-Old Whose Ex Is Still Alive

Retired Postal Office Worker With $720,000 Discovers His Pension Just Triggered an IRMAA Surprise

Three Unexpected Reasons Your Social Security Check Could Quietly Get Smaller

The Social Security Trap That Quietly Pulls New Retirees Into Claiming Too Early

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Social Security’s Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

Prediction: Pfizer Stock Will Double on This Date

SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity’s 2026 Study Finds

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity's 2026 Study Finds

Fidelity's 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans

Prediction: Pfizer Stock Will Double on This Date

SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

Social Security Articles

Fidelity’s 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans

We’ve Been Married 40 Years. Why Is My Wife’s Social Security Only $1,000 a Month When Mine Is $3,200?

My Ex-Husband Died and I Didn’t Even Know. Can I Still Claim Social Security Survivor Benefits on His Record?

Social Security Becomes a Flashpoint as Lawmakers Clash Over Funding

All Social Security Articles

I’m 65 and Widowed. Switching My Social Security Out of Fear Could Shrink My Check 8% a Year for Life

Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

The Roth Conversion That Added $999.60 to a Retiree’s Medicare Bill…Two Years Later

The Medicare Lookback Clause That Turned a $552,000 Real Estate Gain Into a $5,880 Bill

The Divorced Spouse Strategy That Adds $14,400 a Year for a 66-Year-Old Whose Ex Is Still Alive

Retired Postal Office Worker With $720,000 Discovers His Pension Just Triggered an IRMAA Surprise

Three Unexpected Reasons Your Social Security Check Could Quietly Get Smaller

The Social Security Trap That Quietly Pulls New Retirees Into Claiming Too Early

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Social Security’s Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

Prediction: Pfizer Stock Will Double on This Date

SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity’s 2026 Study Finds

Featured Reads

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity's 2026 Study Finds

Fidelity's 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans