How Are Changing Income Thresholds and Living Costs Redefining the Middle Class Today?

Being middle class isn't just about your income. It's also about where you live and how many dependents you have.

One 2025 tax return decision could change your 2026 retirement income — here’s what to know

Choices made while filing a 2025 tax return can impact retirement income in 2026. Income timing can affect Medicare premiums, ...

81% of Retirees Say They Need More Help From the Government — 7 Ways To Get It Now

A 2026 study by Clever Real Estate found that 81% of retirees said the government needs to do more to help them. Two-thirds (64%) believe the U.S. is in a retirement crisis. That said, many retirees ...
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The Social Security trap that’s squeezing middle-class retirees

Medicare income-based premiums can reduce Social Security checks for middle-class retirees. Learn how IRMAA works and why income bumps can squeeze budgets.
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The Tax Trap Hitting Retirees Who Rely Too Heavily on Dividend Income

Dividend investing has an obvious appeal for retirees as you build a portfolio of income-producing stocks, collect regular payments, and never have to sell shares to fund your lifestyle. This means ...

4 Social Security Changes in 2026 That Are Hitting Retirees Where It Hurts

Several Social Security and Medicare changes in 2026 are reducing how far retirement income goes. Learn which updates are ...