Social Security is an essential piece of the retirement puzzle, particularly for middle-class retirees who count on the ...

Many middle-class retirees assume that claiming Social Security early won't matter much. Here's why that belief backfires and ...

Mutual fund ownership among US households has grown steadily over the past two decades, with middle-income families accounting for much of the increase, according to new research from the Investment ...

Middle-class families are heading into the 2026 filing season with a tax code that looks familiar on the surface but hides ...

Many middle-class retirees followed popular advice and later regretted it. See which claiming choices cut lifetime income and ...

When it comes to saving for retirement, the narrative around middle-class Americans is often reflected by struggle, the fear of being behind or uncertainty. But new data tells a surprisingly ...

Most retirement advice is written for people who make six figures or more. But what about the middle-class families earning $50,000 to $100,000 who make up the backbone of America? They need a ...

Six in 10 upper-income older adults say they're aging very well Higher-income older adults say they're aging very well, and that includes time to socialize with friends and take on hobbies. High ...