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Kailey Hagen, CFP®

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Kailey Hagen, CFP®, is a contributing Motley Fool retirement analyst covering Social Security, Medicare, and retirement planning. Before The Motley Fool, Kailey was a research analyst for Reviews.com focusing on credit and banking products. She is a Certified Financial Planner® and holds a bachelor’s degree in English from the University of Wisconsin-Madison.

Articles by Kailey Hagen, CFP® — Page 43

Smiling couple looking at tablet together

Nov 2, 2024 by Kailey Hagen, CFP®

Social Security's 2025 Cost-of-Living Adjustment (COLA) Isn't the Only Big Change Coming. 4 More Major Updates Coming Next Year.

Social Security's COLA gets all the attention, but retirees and workers will encounter other changes in 2025 that will affect their checks.

Happy young man with smart phone at night

Oct 29, 2024 by Kailey Hagen, CFP®

Making These 3 401(k) Moves Before 2025 Could Help You Punch Your Ticket to a Comfortable Retirement

Your future self will be glad you took the time to make these important moves now.

Smiling couple counting money

Oct 25, 2024 by Kailey Hagen, CFP®

Here's How Much You'd Need to Have in Savings Today to Have $1 Million by Retirement

It can feel like a long road, but you don't have to set aside all that cash on your own.

active couple outdoors hiking health fitness

Oct 24, 2024 by Kailey Hagen, CFP®

Here's How to Tell if You Qualify for Spousal Social Security Benefits

Qualifying for these benefits is pretty straightforward, but determining whether you'll actually receive them is a little more complicated.

Serious man staring intently at laptop

Oct 23, 2024 by Kailey Hagen, CFP®

Here's How a Donald Trump Win Could Affect Social Security Benefits

Trump's plan is bold and strikes a chord with cash-strapped retirees, but there's a side he's not telling you about.

Senior holding documents and looking at computer

Oct 22, 2024 by Kailey Hagen, CFP®

What Kamala Harris Is -- and Isn't -- Saying About Her Plans for Social Security

Harris has hinted at making the wealthy pay their fair share, but the whole story is more complicated.

Couple looking at documents together in kitchen

Oct 21, 2024 by Kailey Hagen, CFP®

Social Security's 2025 Cost-of-Living Adjustment (COLA) Will Boost the Average Spousal Benefit -- but It Probably Won't Be a Huge Difference-Maker

Preparing now for the promised COLA can help you avoid unpleasant surprises in 2025.

saving money saver financial lesson family mom child

Oct 18, 2024 by Kailey Hagen, CFP®

Why Unused 529 Plan Funds Might No Longer Be a Concern With This Rule

Excess 529 plan contributions can now take on a whole new purpose besides education costs that could prove even more valuable to the beneficiary.

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Oct 17, 2024 by Kailey Hagen, CFP®

This 2025 Medicare Change Could Be a Lifesaver for Those on Prescription Drugs

This could help those who routinely take medications save a ton of money next year.

Smiling senior writing note

Oct 17, 2024 by Kailey Hagen, CFP®

Social Security's 2025 Cost-of-Living Adjustment (COLA) Is a Bit of a Downer. But There's a Silver Lining for Some Early Claimers.

Claiming early has its drawbacks, but one of them is about to get a little easier to manage next year.

Young worker looking out window and thinking

Oct 14, 2024 by Kailey Hagen, CFP®

Qualifying for Social Security Benefits Will Get More Difficult in 2025. Here's Why You Shouldn't Worry

Everyone will have to work a little harder next year if they hope to claim retirement benefits down the road.

vacation older couple travel boat mountains

Oct 13, 2024 by Kailey Hagen, CFP®

Social Security Will Pay Its Largest Checks Ever in 2025. Here's How Much They'll Be

Social Security's richest beneficiaries have a lot to be happy about as they look toward 2025.

Couple sitting at table looking at document

Oct 12, 2024 by Kailey Hagen, CFP®

6 Medicare Changes for 2025 That Retirees Need to Know About

Medicare's annual enrollment period is almost here, so it's time to brush up on the important changes that could affect your coverage -- and costs -- next year.

Senior couple happy embracing GettyImages-1125719715-1200x800-5b2df79

Oct 12, 2024 by Kailey Hagen, CFP®

You'll Beat Social Security's 2025 Cost-of-Living Adjustment (COLA) $49 Average Increase If Your Checks Are Higher Than This

The average COLA increase isn't anything to get too excited about, but some people will get a lot more in 2025.

curious person wondering interested glasses

Oct 12, 2024 by Kailey Hagen, CFP®

Social Security's 2025 Cost-of-Living Adjustment (COLA) Has Been Revealed. Here's Exactly How Much It'll Boost Average Benefits

You don't have to guess what your 2025 benefit will be any longer.

Confused person using cell phone

Oct 11, 2024 by Kailey Hagen, CFP®

Medicare Is Quietly Limiting Access to This Money-Saving Benefit in 2025

If you've been using this service in 2024, you might need to bump up your healthcare budget for next year.

Thinking person looking out window

Oct 10, 2024 by Kailey Hagen, CFP®

3 Reasons Social Security Is Struggling and 6 Things That Might Fix It

Social Security's living on borrowed time, and only the government can save it.

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Oct 9, 2024 by Kailey Hagen, CFP®

Retiring in 2025? 5 Key Financial Moves to Make Before the End of 2024

You're almost to your goal, but your retirement plan needs your attention more than ever right now.

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Oct 7, 2024 by Kailey Hagen, CFP®

5 Things All Retirees Need to Know About Social Security COLAs

The 2025 COLA announcement is just days away, so now's the time to brush up on what it means for your checks.

Middle aged man serious looking at documents

Oct 6, 2024 by Kailey Hagen, CFP®

The Latest Update on Social Security's Financial Status Is Here -- and the News Isn't Great

Social Security's heading for insolvency, and the government can't kick this problem down the road much longer.

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