Financial Moves to Make at 65

Turning 65 in 2026 puts you in historic company — an estimated 4.2 million Americans are hitting that milestone this year, the largest cohort ever.

Turning 65 in 2026 puts you in historic company — an estimated 4.2 million Americans are hitting that milestone this year, the largest cohort ever.

A retirement checklist at age 65 comes down to a handful of critical deadlines that, if missed, carry permanent financial penalties.

If you turn 65 in 2026, your Social Security check will likely fall somewhere around $2,071 per month, which is the estimated average retirement benefit...

If you are deciding between claiming Social Security at 65 versus 70, the short answer is that waiting until 70 puts roughly 43 percent more money into...

Claiming Social Security at 65 means accepting a permanent reduction to your monthly benefit. For anyone born in 1960 or later, age 65 is no longer the...

For most workers retiring today, claiming Social Security at 65 means accepting a permanent reduction in your monthly benefit. That's the straight answer.

Turning 62 is one of the most consequential financial inflection points in American life, and the moves you make in the next few years will ripple through...

Turning 62 is one of the most consequential milestones in retirement planning, and not because of a birthday party.

If you claim Social Security at 62, you can expect to receive roughly $1,377 per month based on mid-2025 averages for claimants at that age.

Claiming Social Security at 62 instead of 70 means accepting roughly 30 percent less money every month for the rest of your life.