Sep 1, 2024 by Selena MaranjianMedicare Is Great, but It Can Be Improved. Here Are Some SuggestionsThe more you know about Medicare, the smarter the decisions you can make about it, come age 65.
Sep 1, 2024 by Stefon WaltersHere Are the Average Social Security Benefits at Ages 62, 67, and 70Having an idea of the average benefit at different ages can help retirees decide when it makes sense to claim benefits.
Sep 1, 2024 by Selena MaranjianShould You Retire in Florida?Weigh the decision carefully -- it's warm winters and no income taxes versus high home insurance costs and alligators.
Sep 1, 2024 by Maurie BackmanThis Is the Average 401(k) Balance for Americans Aged 55 to 64. How Does Yours Compare?Wondering how your retirement plan balance stacks up? Here's your answer.
Sep 1, 2024 by Stefon WaltersHere's How to Tell if You Qualify for Spousal Social Security BenefitsSocial Security spousal benefits can be a great tool for couples, especially when one spouse has a limited or nonexistent work history.
Sep 1, 2024 by Christy BieberThe Unfortunate Truth About Maxing Out Your 401(k)Maxing out your 401(k) may seem like a good way to save for retirement, but it actually has some pretty big downsides and probably isn't the right move.
Sep 1, 2024 by Maurie BackmanSeptember Is an Important Month for Social Security. Here's Why.If you're currently receiving benefits, the events of September will heavily influence your monthly Social Security checks for 2025.
Sep 1, 2024 by Sean WilliamsIs It Better to Collect Social Security at 62, 65, or 70? A Thorough Study Offers a Concise Answer.One claiming age is considerably more likely than others to maximize your lifetime income from Social Security.
Aug 31, 2024 by Katie BrockmanSocial Security: Only 4% of Americans Can Name All 5 Factors Influencing Their Benefit AmountAre you one of the few who can name all five factors?
Aug 31, 2024 by Katie BrockmanThere's an Alarming Reason Why Retirees Are Taking Social Security When They DoThere's a hidden risk that could hurt your retirement.
Aug 31, 2024 by Justin PopeHave $100,000? Here Are 3 Ways to Grow That Money Into $1 Million for Retirement SavingsYour retirement game plan may depend on where you are in your career.
Aug 31, 2024 by Christy BieberRetirees Must Come to Terms With This Harsh Reality About Their 2025 COLAWhile seniors may be excited about their cost-of-living adjustment, the harsh truth is that this isn't a raise, even though it's often referred to that way.
Aug 31, 2024 by Matt Frankel, CFPWill You Have to Pay Tax on Your 2024 Social Security Benefits?About 40% of retirees must pay tax on their Social Security. Here's what you need to know.
Aug 31, 2024 by Maurie BackmanWorried You're Behind on Retirement Savings? 3 Steps to Catch Up by Age 65Don't assume a late retirement is your only option.
Aug 31, 2024 by Keith SpeightsThe No. 1 Reason to Claim Social Security Benefits at Age 62Collecting Social Security as soon as possible could make it possible for you to do what you really want while you're still relatively young.
Aug 31, 2024 by Christy BieberWant Your Social Security Benefit to Be 24% Bigger? Here's How to Make It Happen.You can increase your Social Security benefit by 24% if you wait to claim your first check until you turn 70. But is it possible to put off your benefits claim for so long?
Aug 31, 2024 by Maurie BackmanYou Have 4 Months to Prepare for These 3 Social Security ChangesDon't expect things to remain status quo. Come January, Social Security could look very different.
Aug 31, 2024 by Sean WilliamsSocial Security's 2025 Cost-of-Living Adjustment (COLA) Will Be Missing an Important Silver Lining for a Second Consecutive YearA history-making cost-of-living adjustment (COLA) won't make up for a sizable uptick in a key cost for most Social Security beneficiaries.
Aug 31, 2024 by Maurie BackmanThese 3 Medicare Moves Could Set You Up for Serious Savings in RetirementOne of your greatest retirement expenses could shrink if you play your cards right.
Aug 30, 2024 by Maurie BackmanThe Hidden Benefit of Using a Living Trust to Pass Down an Inheritance That Everyone Should Know AboutYou have options for transferring wealth, but this is one you should know about.