Jun 19, 2024 by Maurie Backman3 Social Security Secrets You Must Know Ahead of RetirementEducate yourself on Social Security. It could set you up for more financial success during your senior years.
Jun 18, 2024 by Stefon WaltersThis Social Security Rule Could Be a Lifesaver for Married Couples With Large Income GapsSocial Security spousal benefits can be a great way to maximize retirement income and level the playing field.
Jun 18, 2024 by Stefon WaltersThe Best Reason to Take Social Security Long Before Age 70Many people may find it better suits them to receive benefits longer than to maximize their payout.
Jun 18, 2024 by Charlene RhinehartHow to Build a Million-Dollar Roth IRA for Your Child Starting in 2024Give your child a head start on building a seven-figure Roth IRA by starting now.
Jun 18, 2024 by Maurie Backman3 Ways the Wealthy Benefit More From Social SecurityDoes Social Security favor the rich? Here's how higher earners make out like bandits.
Jun 18, 2024 by Trevor JennewineThe Social Security Cost-of-Living Adjustment (COLA) Forecast for 2025 Was Just Revised Lower, but Retirees May Have a Bigger ProblemSocial Security benefits are forecasted to get a smaller cost-of-living adjustment in 2025.
Jun 17, 2024 by Kailey Hagen, CFPRegret Claiming Social Security Early? This Little-Known Move Could Boost Your Checks Up to 28%Claiming early shrinks your monthly benefit, but the Social Security Administration gives you a way to grow your checks after you've signed up.
Jun 17, 2024 by Kailey Hagen, CFPHere's How Much Contributing 1% More of Your Salary Could Boost Your Retirement SavingsIt might seem small, but over time, it could add up to a comfortable nest egg.
Jun 17, 2024 by Maurie BackmanUnsure You'll Ever Be Able to Retire? Saving This Much Each Month Could Lead to a $500,000 Nest Egg.Small retirement plan contributions can really add up over time.
Jun 17, 2024 by Maurie BackmanThis Change Is Almost Guaranteed to Come to Social Security in 2025 -- and a Lot of People Won't Like ItSocial Security needs revenue to continue paying benefits. One method of increasing that revenue won't sit well with some workers.
Jun 16, 2024 by Stefon WaltersThe Social Security COLA for 2025 Is Shaping Up to Be a Double-Edged Sword, but It Could Be WorseAlthough any increase is beneficial, seniors may find the projected COLA is still lacking.
Jun 16, 2024 by Maurie BackmanHere's Why You Shouldn't Invest Like Warren Buffett for Your RetirementThe investing giant's strategy may not be suited for you.
Jun 16, 2024 by Maurie Backman3 Social Security Changes Retirees Need to Know About in 2024Are you up to date on Social Security? Here's some news you may have missed.
Jun 16, 2024 by Sean WilliamsAttention, Baby Boomers: This Little-Known Social Security Clause Can Meaningfully Increase Your Monthly PayoutA Social Security mulligan could be just what the doctor ordered for select boomers who regret their early claim.
Jun 15, 2024 by Katie BrockmanHere's What Happens to Your Social Security If You Remarry in RetirementYour marital status could have a major effect on your benefit amount.
Jun 15, 2024 by Kailey Hagen, CFPThe Most Important Social Security Table You'll Ever SeeUnderstanding this key Social Security principle could help you boost your checks by hundreds of dollars per month.
Jun 15, 2024 by Kailey Hagen, CFPNo, Social Security Isn't Getting a $600 Payment Increase This MonthThe rumors aren't true, but 2025 will see a benefit increase for all Social Security recipients.
Jun 15, 2024 by Stefon Walters3 Benefits of Using a Living Trust to Pass an Inheritance to Your FamilyA living trust can simplify the inheritance process and provide much-needed privacy for some individuals.
Jun 15, 2024 by Katie BrockmanThis Is the Average 401(k) Balance for Ages 55 to 64Here's how to tell where you stand.
Jun 15, 2024 by Maurie Backman3 Reasons to Ditch Your 401(k) -- and Choose an IRA InsteadDon't assume that a 401(k) is the best place for your long-term savings.