Jul 1, 2023 by Maurie BackmanSocial Security Cuts Won't Wreck Your Retirement -- If You Do ThisBenefit cuts could happen fairly soon. But that doesn't mean your finances are doomed.
Jul 1, 2023 by Sam Swenson, CFA, CPA3 Downsides of Taking an Early 401(k) WithdrawalYour retirement savings are truly meant for one thing: retirement.
Jul 1, 2023 by Kailey Hagen, CFP®Here's What Happens When You Claim Social Security EarlyYou don't want to make this decision without understanding the consequences.
Jul 1, 2023 by Maurie Backman3 in 10 Americans Say This Is a Major Retirement Concern -- and They're RightIt's something you definitely need to account for.
Jul 1, 2023 by Sean WilliamsTo Save Social Security, Joe Biden Wants to Tax the Rich -- But His Proposal Falls Flat in More Ways Than OneAlthough taxing high earners to strengthen Social Security might be popular on paper, it's a solution that's almost assured to fail.
Jun 30, 2023 by Bram BerkowitzThe Most Important Social Security Table You'll Ever SeeUnderstanding how the core parts of Social Security work is important.
Jun 30, 2023 by Kailey Hagen, CFP®This Easily Preventable Mistake Could Shrink Your Social Security ChecksA lot of people do this without even realizing it.
Jun 30, 2023 by Sam Swenson, CFA, CPA3 Reasons You Should Skip a 401(k) to IRA RolloverA rollover doesn't always make sense -- be sure to know when that is.
Jun 30, 2023 by Maurie Backman3 HSA Benefits You Don't Want to Miss Out On in RetirementIt pays to fund an HSA and reserve that money for retirement. Here's why.
Jun 29, 2023 by Maurie BackmanForget Dance Lessons and Soccer Club Dues: Here's Why Your Retirement Savings Need to Come FirstIf you don't focus on retirement savings now, you might regret it later.
Jun 29, 2023 by Maurie BackmanHow Much Savings Do You Need to Supplement Your Social Security Benefits?You'll need savings on top of Social Security. But how much should you aim for?
Jun 29, 2023 by Sam Swenson, CFA, CPA4 Reasons You May Want to Roll Over Your 401(k) Right NowThe cost of a forgotten 401(k) is more than you might think.
Jun 29, 2023 by Trevor JennewineWashington Wants to Make 3 Big Changes to Social Security: Here's What Retirees Should KnowThe Social Security Expansion Act could increase benefits by $2,400 per year, while keeping the program fully funded over the next 75 years.
Jun 28, 2023 by Kailey Hagen, CFP®4 Reasons Early Retirement Isn't the Dream Many ExpectIt's time to take off those rose-colored glasses.
Jun 28, 2023 by Stefon WaltersYou May Want to Think Twice About Delaying Social Security Until 70Delaying benefits may cause you to receive less money overall.
Jun 28, 2023 by Selena MaranjianRetiring Abroad? 3 Countries With Amazing Tax Benefits to ConsiderLiving abroad can give you a shockingly lower cost of living, but there are some drawbacks, too.
Jun 28, 2023 by Maurie BackmanYounger Americans Are Largely Writing Off Social Security. That's Actually a Good Thing.Less reliance on those benefits could lead to a more financially stable retirement.
Jun 27, 2023 by Bram Berkowitz2 Key Takeaways From Congress on the Future of Social SecurityMost lawmakers in Washington seem to understand that Social Security needs change.
Jun 27, 2023 by Stefon WaltersRetirees in These 12 States Risk Losing Some of Their Social Security ChecksKnowing if taxes apply to you can help you better plan your retirement finances.
Jun 27, 2023 by Maurie Backman3 Things 20-Somethings Should Know About Social SecurityYou may be years away from claiming benefits, but this is all good information to have.