Microsoft Excel is one of the most convenient and versatile programs small business owners can use for financial planning. Among the many charts and reports it can automatically generate from ...

Social Security is typically an important part of a retiree’s income plan, so it makes perfect sense to do everything possible to maximize that benefit. For some folks, taking it early at 62 makes ...

Dear Liz: You recently wrote about the complexity of retiring with a government pension and Social Security. You left out one very important resource: the Social Security Administration. Going into a ...

Your full retirement age is when you're eligible to receive your baseline monthly benefit. Claiming benefits before or after your full retirement age decreases and increases them, respectively. Your ...

The break-even point of a refinance occurs when savings equal costs. Here’s how to do the math. Some or all of the mortgage lenders featured on our site are advertising partners of NerdWallet, but ...