May 3, 2024 by Maurie Backman3 Tax Hits Retirees Need to Watch Out ForThe IRS may come after your money in retirement. Here's what you can do about it.
May 3, 2024 by Maurie BackmanSocial Security's 2025 COLA May Not Disappoint as Much as Expected. Here's Why.Next year's raise may be lower than this year's. But that's not necessarily a bad thing.
May 2, 2024 by Kailey Hagen, CFPWill My Social Security Benefit Increase When I Turn 65?Boosting your checks after you've signed up is possible, but it might not work how you think.
May 2, 2024 by Maurie BackmanWorkers Today May Be Making This Retirement Savings MistakeThankfully, it's an error you may be able to correct.
May 2, 2024 by Maurie BackmanSocial Security: 3 Things You Absolutely Need to Know If You're Planning to Claim Benefits in 2024Signing up for benefits is a big deal, so make sure you have all the right information first.
May 2, 2024 by Trevor JennewineThe Social Security COLA Forecast for 2025 Keeps Getting Bigger. Here's How Much Benefits Could Increase Next YearThe Senior Citizens League keeps raising its forecast for Social Security's 2025 cost-of-living adjustment (COLA).
May 1, 2024 by Maurie BackmanShould You Max Out Your 401(k)? 3 Pros and Cons.Is maxing out your employer plan your best bet? Here's why it is -- and why it isn't.
May 1, 2024 by Keith SpeightsWho's Ready for a Massive Increase to Your Annual Social Security COLA? This Change Might Do the Trick.Retirees should have more money in their pockets with this proposed legislation.
May 1, 2024 by Maurie BackmanSocial Security: 3 Strategies for Married Couples to Maximize BenefitsSpouses can work together to get the most from Social Security.
Apr 30, 2024 by Maurie Backman3 Ways to Save Big on Medicare in RetirementWith some savvy planning, you can find ways to spend less on Medicare.
Apr 30, 2024 by Kailey Hagen, CFPCould Claiming Social Security Early Increase Your Lifetime Benefit?Sometimes the early claimer really does wind up with the most cash.
Apr 30, 2024 by Maurie BackmanWhy Is It So Hard to Snag the Maximum Social Security Benefit?There's a reason that benefit is so out of reach.
Apr 30, 2024 by Matt Frankel, CFPWhat Will the 2025 Social Security COLA Be? Here's What Recent Data Tells Us.We don't know how much benefits will increase yet, but here's what we do know.
Apr 29, 2024 by Maurie Backman2 Lesser-Known Pitfalls of Required Minimum DistributionsRMDs don't just create a tax liability. They might hurt you financially in other ways, too.
Apr 29, 2024 by Maurie BackmanSocial Security's 2025 COLA: Here's What We Know So FarIt's sort of a good news/bad news situation.
Apr 29, 2024 by Christy BieberDave Ramsey's Risky Plan For Social Security Is Unrealistic for Most Retirees. Here's WhyDave Ramsey says you can take Social Security at 62 if you invest all of it. But most people can't do this, and many who can probably shouldn't.
Apr 29, 2024 by Trevor JennewineThe Social Security Cost-of-Living Adjustment (COLA) Forecast for 2025 Exposes a Flaw That May Shock RetireesSocial Security benefits have (arguably) lost buying power over the last decade due to a flaw in the way cost-of-living adjustments (COLAs) are calculated.
Apr 28, 2024 by Charlene Rhinehart3 401(k) Perks You Don't Want to Miss in 2024You still have time to tap into these 401(k) benefits if you get started now.
Apr 28, 2024 by Selena Maranjian7 Financial and Retirement Mistakes Even the Wealthy MakePlenty of rich people are putting their future financial security in jeopardy.
Apr 28, 2024 by Stefon WaltersThe Best Reason to Take Social Security Long Before Age 70Retirees may find that the many months of missed payments may not be worth the increased monthly benefit.