Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

Retirement planning as a couple has its perks: shared goals, double the savings power and someone cool to dream with. But double the planners also means double the opinions on when you'll retire, ...

Discover how much the average middle-class household spends on healthcare after age 65—and why planning ahead is more ...

Social Security spousal benefits provide valuable retirement income to millions of married couples. There are certain rules that apply involving age, your spouse’s filing status, and more. A spousal ...

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 ...