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 ...

In many ways, retiring as a married couple is easier than retiring as a single person. You have someone to split expenses with, spend time with, and, if needed, rely on for caregiving. On the other ...

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, ...

Many married couples dream of retiring at the same time, or at least within 12 months of each other. But 62% of them fail to ...

Retirement is often framed as the reward after decades of work. The alarm clock goes quiet, the schedule opens up, and time finally feels like it belongs to the people who earned it. For many ...

The Federal Reserve's latest numbers paint a mixed picture. On paper, the average household has about $334,000 in retirement accounts. That might sound reassuring until you realize averages are skewed ...

Making ends meet can cause problems in personal partnerships and marriages. A 2024 study by Fidelity Investments found that 45% of all couples argue about money at least once in a while, and about 25% ...

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 ...