Sep 4, 2024 by Stefon WaltersHere Are the Workers Who Are Exempt From Paying Social Security Payroll TaxesBeing exempt from the taxes has benefits on the front end, but you should be mindful of how it affects your retirement income.
Sep 4, 2024 by Maurie Backman3 Benefits of Using a Living Trust to Pass an Inheritance to Your FamilyIt's an estate-planning tool worth considering for many reasons.
Sep 4, 2024 by Trevor JennewineHere's the Average Social Security Benefit for Retirees at Ages 62, 66, and 70The average Social Security benefit for retirees at age 70 is much higher than the average payout at age 62.
Sep 4, 2024 by Maurie BackmanI No Longer Want to Claim Social Security at 70. Here's Why.The promise of a higher monthly benefit isn't worth the risk to me.
Sep 4, 2024 by Kailey Hagen, CFPForget the Average Retirement Savings for Americans. Here's a Better Way to Set Yourself Up for a Comfortable Retirement.Where you are relative to others is less important than where you are relative to your goals.
Sep 3, 2024 by Kailey Hagen, CFPI Hope to Retire in My 50s. Here's How I Plan to Pull It Off.Early retirement doesn't come easy, so I'm working hard to make sure I have the cash I need.
Sep 3, 2024 by Kailey Hagen, CFPMore Than 1 in 4 Retirees Rely Exclusively on Social Security. Here's Why That's a ProblemIt's a valuable source of retirement income, but it's not easy to live off benefits alone.
Sep 3, 2024 by Charlene RhinehartThis Is the Average 401(k) Balance for Ages 45 to 54You might be surprised when you see the numbers.
Sep 3, 2024 by Maurie Backman3 Signs You're Not Making the Most of Your Medicare CoverageIf you're going to pay for Medicare, you should benefit from it as much as possible.
Sep 3, 2024 by Katie BrockmanStatistics Say: This Is the Best Age to Claim Social SecurityResearch provides an exceptionally clear-cut answer.
Sep 3, 2024 by Maurie BackmanI've Been Writing About Social Security for Almost 10 Years. This Is the Best Advice I Can Give YouTake these words to heart -- they could save your retirement.
Sep 2, 2024 by Stefon Walters2 Secrets of Roth IRA MillionairesThe power of time and consistency can get you to the million-dollar mark.
Sep 2, 2024 by Stefon WaltersHere's How Social Security's 2025 COLA Predictions Compare to the Past 50 Years and Why Retirees May Not Be OverjoyedEstimates show that the next COLA could be much smaller than the average for the past 50 years.
Sep 2, 2024 by Selena MaranjianThis Is the Average Social Security Benefit for Age 70Delaying claiming Social Security benefits will make them bigger, and that's a smart move for many people.
Sep 2, 2024 by Selena MaranjianShould You Retire in Colorado?For friendly people and healthy living, consider Colorado.
Sep 2, 2024 by Stefon WaltersForget the 4% Rule. Here's What You Should Really Be Looking at During Retirement.Retirees should adopt a strategy that allows for more flexibility from year to year because of uncertainty.
Sep 2, 2024 by Selena MaranjianShould You Retire in California?There are upsides like no taxation of Social Security benefits, but some downsides, as well.
Sep 2, 2024 by Maurie BackmanThis Triple Tax-Advantaged Retirement Account Is Getting a Big Boost for 2025If you're eligible to participate, it pays to sign up.
Sep 2, 2024 by Trevor Jennewine3 Big Social Security Changes Coming in 2025 May Surprise RetireesAttention, retired workers: These changes could impact your Social Security benefit in 2025.
Sep 2, 2024 by Maurie BackmanThe Latest 2025 Social Security COLA Estimate Has Good and Bad News for RetireesNext year's raise will likely be lower than 2024's, but that's not a totally terrible thing.