Jul 2, 2024 by James Brumley3 Steps to Claiming the $4,873 Max Monthly Social Security BenefitIf you have to participate in the program, you may as well make the most of it.
Jul 2, 2024 by Matt Frankel, CFP3 Steps to Claiming the $4,873 Max Monthly Social Security BenefitTo get the maximum possible Social Security benefit, you need a trifecta of things to happen.
Jul 2, 2024 by Maurie BackmanHere's Why You May Want to Plan to Claim Social Security at 62 -- Despite the Smaller Monthly CheckIt might seem like a bad idea -- until you dig deeper.
Jul 1, 2024 by Adam LevyPlanning to Claim Spousal Social Security Benefits? 3 Surprising Rules You Must Know First.If you don't understand the rules, you could wind up sacrificing some of the benefits you're entitled to.
Jul 1, 2024 by Matt Frankel, CFPHere's the Average Social Security COLA From 1975 to 2023Social Security's cost-of-living adjustments help retirees keep up with rising costs of living. Here's what a typical increase looks like.
Jul 1, 2024 by Ryan DownieHere's How Much You Should Have Invested for Retirement at Age 40Track your progress against this key retirement planning benchmark.
Jul 1, 2024 by Brad Guichard, CPA, CFEMedical Costs Could Outpace Social Security's COLA in 2024. Here's How Retirees Can Cope.Here's why over 60% of retirees aren't satisfied with the cost-of-living increase this year.
Jul 1, 2024 by Maurie BackmanIs a Living Trust Really the Best Way to Pass an Inheritance to Your Family?It's an estate-planning tool many people use. But make sure it's right for you.
Jul 1, 2024 by Maurie BackmanForget Benefit Cuts: Here's an Even Bigger Problem With Social SecuritySocial Security may get slashed. But there's another problem lawmakers need to address.
Jun 30, 2024 by Kailey Hagen, CFPThe 3 Biggest Barriers to Retirement Savings and How to Overcome ThemMany workers struggle to save enough for retirement, but having the right strategies can help.
Jun 30, 2024 by Stefon WaltersI Used to Think 70 Was the Best Age to Claim Social Security Benefits. Here's Why I've Changed My MindRetirees must consider the full picture when deciding whether a bigger monthly benefit is worth missing many months of benefits entirely.
Jun 30, 2024 by Kailey Hagen, CFPGen X Is Coming Up on an Important Retirement Milestone. Here's What They Need to Know.Accessing your life savings is about to get a lot cheaper, but that doesn't mean now is the time to crack open your nest egg.
Jun 30, 2024 by Kailey Hagen, CFPThis Devastating 401(k) Mistake Could Have You Playing Catch-Up for Years. Here's How to Avoid It.This error can go unchecked for years, and it might even send you back to the drawing board to draft a new retirement plan.
Jun 30, 2024 by Maurie BackmanI Used to Think Medicare Was Affordable. These 3 Numbers Say Otherwise.Don't assume you'll be able to swing your Medicare costs with ease. Here's a harsh but necessary reality check.
Jun 30, 2024 by Charlene RhinehartCan Teens Invest Their Summer Job Earnings in a Roth IRA?If your teen lands a paid summer job, he or she can start working toward a millionaire retirement.
Jun 30, 2024 by Keith SpeightsSpousal Social Security Benefits: 3 Things All Retired Couples Should KnowHere's how to make sure you maximize your Social Security spousal benefits.
Jun 30, 2024 by Charlene RhinehartOpening a Roth IRA for Your Child? 2 Questions You Absolutely Must Consider.Although Roth IRAs offer numerous benefits for kids, it's important not to overlook the rules associated with them.
Jun 30, 2024 by Adam LevyThe 2025 Social Security Cost-of-Living Adjustment (COLA) Forecast Just Changed, and It Could Pleasantly Surprise Many RetireesLow inflation numbers should ultimately benefit retirees.
Jun 30, 2024 by Maurie BackmanHow Much More Social Security Will You Get in 2025? These 2 Factors Are What You Need to Look Out ForSeniors are hoping for a generous cost-of-living adjustment. But will it come through?
Jun 30, 2024 by Selena MaranjianAre You Wealthy? You May Be, According to the Average AmericanA survey found the net worth the average American thinks defines "wealthy." See how you compare.