May 25, 2026 by Kailey Hagen, CFP®Social Security Benefits Aren't Set in Stone. 4 Ways Your Checks Could Increase After You've AppliedAny one of these could make a noticeable difference to your checks.
May 25, 2026 by Reuben Gregg Brewer3 Retirement Rules Most People Learn Too Late -- And How to Get Ahead of ThemRetirement isn't as simple as no longer working a 9-to-5 job, so you need to think carefully about your personal life cycle.
May 25, 2026 by Maurie Backman3 Things to Do With Your 401(k) Before You Retire in 2030The right moves could help you approach retirement with more confidence.
May 25, 2026 by Dana GeorgeYou May Be Shocked to Learn What Happens to Your HSA When You DieLeaving an HSA to your beneficiaries may not be as straightforward as you believe.
May 25, 2026 by Sean WilliamsThe Latest Social Security COLA Estimates for 2027 Are In -- Next Year's "Raise" Is Tracking to Be the 4th Largest in 36 YearsA second consecutive year with a "Trump bump" can provide a big boost to Social Security checks -- but this is only part of the story.
May 25, 2026 by Selena MaranjianI'm Alarmed That 64% of Americans Don't Understand This One Fact About Social Security. Here's What Retirees Need to KnowHaving misconceptions about Social Security can lead to a derailed retirement.
May 25, 2026 by Dana GeorgeTiming is Key: The Best Month to Claim Social SecurityNo matter when you claim Social Security benefits, there are strategic decisions to be made.
May 25, 2026 by Trevor JennewineSocial Security's 2027 COLA Forecast Was Just Updated. There's Good News and Bad News for Retirees.Social Security benefits are on pace to get a much larger cost-of-living adjustment (COLA) in 2027.
May 25, 2026 by Maurie BackmanClaiming Social Security at 62 Will Shrink Your Benefits. Do It Anyway in This Situation.There's one scenario where an early claim makes sense.
May 25, 2026 by Kailey Hagen, CFP®A New Social Security Payment Change Will Affect 3.6 Million Beneficiaries This SummerThe transition is already underway for affected beneficiaries.
May 24, 2026 by James BrumleyIs Taking Your RMD in May a Smart Move? Here's What the Math Says.It's easy to worry more about the matter than is merited, especially if you're just going to leave this money invested in the market anyway.
May 24, 2026 by Kailey Hagen, CFP®Here's How Much the Average Spousal Social Security Beneficiary Takes Home After Paying for MedicareYour spousal benefit may not go as far as expected after taking this into account.
May 24, 2026 by Kailey Hagen, CFP®The 2027 Social Security Cost-of-Living Adjustment (COLA) Is Still 7 Months Away. Here's What to Do if You're Struggling in the Meantime.A big COLA is likely on the way, but you need a plan that will help you right now.
May 24, 2026 by Maurie BackmanHow to Use a Qualified Charitable Distribution to Lower Your 2026 Tax BillYou can do something good and save money on taxes at the same time.
May 24, 2026 by Kailey Hagen, CFP®Plan to Claim the Average Social Security Benefit Early? You May Get Nothing If You Earn More Than This From Your Job.You may regret signing up early if this happens to you.
May 24, 2026 by Dana GeorgeWhat Happens if You Work After Reaching Full Retirement Age?Whether you're playing catch-up with your retirement account or simply enjoy working, remaining on the job past full retirement age offers several financial advantages.
May 24, 2026 by Kailey Hagen, CFP®Inheriting an IRA From Your Spouse? Here's Why You May Not Want to Roll That Money Into Your Own Retirement Account.The simplest move isn't always the right one.
May 24, 2026 by Kailey Hagen, CFP®Here's Who Will Qualify for a $1,000 Government-Backed IRA Match in 2027This could be a big help for some savers, though it won't be an option for everyone.
May 24, 2026 by James BrumleyFull Retirement Age Is 67 for Everyone Born in 1960 or Later -- What That Costs You If You Claim EarlyThe idea of filing for benefits as soon as you're eligible sounds great... until you really start looking at the numbers.
May 24, 2026 by Kailey Hagen, CFP®Will the 2027 Social Security COLA Break the 45-Year High of 8.7% Set in 2023? Here's What We Know.There are still several months to go, but all signs point to an above-average COLA so far.