Feb 3, 2024 by Kailey Hagen, CFPThis Common Social Security Move Is a Major Retirement Regret for ManyYou don't want to do this without giving it serious thought.
Feb 3, 2024 by Maurie Backman86% of Older Americans Credit Working With a Financial Advisor to Being Retirement ReadyA little help could go a long way.
Feb 3, 2024 by Maurie BackmanIf You're Not Already Doing These 2 Things to Help You Claim the Maximum Possible Social Security Benefit, Then 2024 Is the Year to StartThey're steps that are worth taking.
Feb 3, 2024 by Kailey Hagen, CFPRetirees Would Give These 3 Pieces of Advice to Their Younger Selves, and They're Worth Listening ToThese suggestions may seem basic, but they can make a world of difference.
Feb 3, 2024 by Keith Speights3 Social Security Tips Every Married Couple Needs to KnowSocial Security spousal benefits have some important rules to understand.
Feb 3, 2024 by Trevor JennewineSocial Security: 2 Ways Washington Wants to Change Cost-of-Living Adjustments (COLAs)Washington lawmakers have proposed changing the way cost-of-living adjustments are calculated.
Feb 3, 2024 by Sean WilliamsShould You Take Social Security at Age 62, 66, or 70? An All-Inclusive Study Provides a Clear and Compelling AnswerOne claiming age has a track record of maximizing lifetime benefits for retired workers more than any other.
Feb 3, 2024 by Ryan DownieIs It Possible to Retire on Social Security Alone in 2024?Most people should develop other sources of retirement income to supplement Social Security benefits.
Feb 2, 2024 by Maurie BackmanThis Is the Average 401(k) Balance for Retirees Aged 65 and OlderThe number might surprise you.
Feb 2, 2024 by Maurie BackmanData Shows That Americans May Retire an Average of 7 Years Sooner Than Planned. Here's Why That Could Be a Problem.An earlier retirement than expected could result in major financial upheaval.
Feb 2, 2024 by Maurie BackmanSpousal Social Security Benefits: 4 Things All Retired Couples Should KnowIt's essential that you know the rules.
Feb 2, 2024 by Kailey Hagen, CFP3 Reasons to Come Out of Retirement This Year -- And 2 Reasons Not toIt's a decision that requires careful consideration.
Feb 2, 2024 by Trevor JennewineHere's the Average Spousal Social Security Benefit at Ages 62 to 67Claiming age plays an important role in determining spousal Social Security benefits.
Feb 2, 2024 by Stefon WaltersIs a Living Trust Really the Best Way to Pass an Inheritance to Your Family?A living trust is beneficial but may not be the best route for simpler estates.
Feb 1, 2024 by Kailey Hagen, CFPAmericans Label These 5 Things as Their Worst Retirement MovesHave you made any of them?
Feb 1, 2024 by FINRA StaffLow-Priced Stocks Can Spell Big ProblemsWhile these securities can be legitimate investments, they're also high-risk, so approach them with caution.
Feb 1, 2024 by Maurie Backman77% of Americans Expect to Be Comfortable in Retirement -- but Only 68% AreThat's not the most comforting percentage.
Feb 1, 2024 by Kailey Hagen, CFPHow's Your 401(k) Treating You? 3 Signs It's Time for a Breakup.Just because it's there doesn't mean it's right for your money.
Feb 1, 2024 by FINRA StaffArtificial Intelligence (AI) and Investment FraudInvestment claims that sound too good to be true usually are.
Feb 1, 2024 by Adam LevyThis Is the Average Social Security Benefit for a 70-Year-OldThose who wait to claim benefits until age 70 can get a massive boost in retirement income.