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What do the Social Security and Medicare Trustees' updated reports say about the trust fund status for these two programs?

Calculating the Social Security benefit takes three steps: Calculating your average earnings over your lifetime; then calculating your Primary Insurance Amount (PIA); and finally calculating your actual Social Security benefit, based on your age when filing.

Americans are changing their budgets and refocusing their retirement plans as a result of COVID-19. Here are three approaches to consider in your planning.

Some older adults are still able to file a restricted Social Security application.

Your retirement income may cause taxation of Social Security benefits and increase Medicare Part B premiums. Take steps to avoid these surprises in retirement.

Financial adviser says surviving is spouse eligible for Social Security based on her work record and survivors benefit.

Mistakes can result in retirement plan assets being transferred to unintended beneficiaries. Make sure your assets are distributed the way you intend.

The starting point when determining how much you can withdraw during retirement is your budget and your plans after retirement.