Oct 24, 2024 by Bram Berkowitz6 Ways You Can Use 529 Plans for College Expenses, And 1 Way That's Not Related to College at All529 plans can be used for many college-associated expenses other than tuition.
Oct 24, 2024 by Kailey Hagen, CFPHere's How to Tell if You Qualify for Spousal Social Security BenefitsQualifying for these benefits is pretty straightforward, but determining whether you'll actually receive them is a little more complicated.
Oct 24, 2024 by Maurie BackmanFar Too Many People Make This Social Security Mistake in RetirementIt's a slip-up that could wreck your senior years.
Oct 23, 2024 by Katie BrockmanWhat Will Happen to Your Benefits if Social Security Runs Out? And Should You Be Worried?Social Security may be shaky, but it's not all bad news.
Oct 23, 2024 by Stefon WaltersThese Tables Are All You Need to See to Know About Saving for RetirementYou never want to underestimate the power of time and compound earnings.
Oct 23, 2024 by Kailey Hagen, CFPHere's How a Donald Trump Win Could Affect Social Security BenefitsTrump's plan is bold and strikes a chord with cash-strapped retirees, but there's a side he's not telling you about.
Oct 23, 2024 by Matt Frankel, CFP5 Changes Coming to Social Security in 2025Here are the latest adjustments to Social Security benefits, the earnings test, and more.
Oct 23, 2024 by Trevor Jennewine2 Overlooked Social Security Rules Could Raise Your Monthly Benefit Up to 77%Claim age has a major impact on Social Security benefits for retired workers.
Oct 23, 2024 by Stefon WaltersWorried About Excess Funds in a 529 Plan? This Rule Could Save You.Unused funds in a 529 plan can now be used to jump-start a child's retirement savings.
Oct 23, 2024 by Adam Levy3 Reasons to Make Roth IRA Conversions Early in RetirementTake advantage of this long-term tax opportunity while you can.
Oct 23, 2024 by Christy BieberMore Retirees Will Owe Taxes on Social Security Benefits in 2025. Here's Why.A growing number of seniors have to give the IRS a cut of their retirement benefits each year. Find out why that's the case.
Oct 23, 2024 by Maurie BackmanIt's Getting Harder to Qualify for Social Security Benefits in Retirement. Here's the Reason WhyA big change to the program will make it more difficult to secure monthly benefits down the line.
Oct 22, 2024 by Kailey Hagen, CFPWhat Kamala Harris Is -- and Isn't -- Saying About Her Plans for Social SecurityHarris has hinted at making the wealthy pay their fair share, but the whole story is more complicated.
Oct 22, 2024 by Matt Frankel, CFPHere's How Your Social Security Benefit Is Calculated in 2025The Social Security Administration uses a formula to calculate your initial benefit. Here's how it works.
Oct 22, 2024 by Maurie BackmanThese 3 Medicare Costs Could Bust Your Retirement Budget. Here's How to Plan for ThemWith the right strategy, you can keep your spending to a manageable level.
Oct 22, 2024 by Charlene Rhinehart1 No-Brainer Retirement Savings Move That You'll Thank Yourself For LaterA stash of tax-free income could be waiting for you in retirement if you take this step now.
Oct 22, 2024 by Maurie Backman50% of Retirees May Return to Work Because of an Insufficient 2025 Social Security Cost-of-Living Adjustment (COLA)Many older Americans are learning the hard way that you can't retire on Social Security alone.
Oct 22, 2024 by Christy BieberThis Big Social Security Change Was Just Announced, and It Will Affect Your 2025 BenefitsThe Social Security Administration made an important announcement on Oct. 10 that will affect every retiree receiving benefits.
Oct 21, 2024 by Johnny RiceDoes Social Security's 2025 Cost-of-Living Adjustment (COLA) Spell Trouble for Your Retirement Income?As inflation continues to challenge retirees, is the latest cost-of-living adjustment enough to safeguard your financial stability?
Oct 21, 2024 by Katie BrockmanThis Is the Average 401(k) Balance Across All Age GroupsIt's critical to have a savings goal unique to your situation, but sometimes it helps to see how you compare.