Aligning your retirement visions as a couple requires honest conversations about everyday lifestyle preferences, not just finances. The 80% rule offers couples a quick benchmark: aim to replace 80% of ...

Married couples have a prime opportunity to work together and maximize their Social Security benefits. Don't be too quick to file early, and make sure you understand spousal benefits. Talk through ...

Your filing status affects everything from your tax brackets to whether you have to file at all. Here’s how the rules work.