Apr 20, 2023 by Maurie Backman74% of Americans Say They Can't Count on Social Security for Retirement Income. Are They Right?Are benefits really going to be off the table in the coming years?
Apr 19, 2023 by Kailey Hagen, CFP®Should You Do a Roth IRA Conversion to Reduce Your Retirement Tax Bill?This could give you a little more breathing room in your retirement budget.
Apr 19, 2023 by Maurie Backman4 Surefire Tips for Single Mothers Planning for RetirementSaving for your seniors years can be difficult in this boat, but it can be done.
Apr 19, 2023 by Matt Frankel, CFP®5 Things Millennials Should Know About Social SecurityThe younger generations have some common misconceptions about Social Security, so let's set the record straight.
Apr 19, 2023 by Trevor JennewineRetirees in These 12 States Risk Losing Some of Their Social Security ChecksSocial Security benefits are taxable in a dozen different states.
Apr 19, 2023 by Maurie BackmanFrench Workers Are Rebelling Against a Later Retirement Age. American Workers Could Soon Wind Up in the Same Boat.Pushing back the retirement age may be the only way to prevent Social Security cuts.
Apr 18, 2023 by Maurie BackmanHow Much of My Income Should I Budget for Travel?Travel may be a priority for you, but it's important to not go overboard on spending.
Apr 18, 2023 by Bram BerkowitzWhat Everyone Gets Wrong About the Future of Social SecurityMany people believe Social Security will go bankrupt and not be around in the future.
Apr 18, 2023 by Adam LevyWhy Having All Your Retirement Savings in a Roth IRA Might Not Be SmartSaving in multiple accounts could lead to a lower lifetime tax bill.
Apr 18, 2023 by Maurie BackmanSocial Security at 70 Is a Good Idea in Theory. It May Not Work Out in PracticeDon't assume you'll be able to delay your benefits as long as you expect to.
Apr 18, 2023 by Kailey Hagen, CFP®5 Things You Definitely Shouldn't Do While Planning for RetirementThese mistakes are unfortunately all too common.
Apr 17, 2023 by Kailey Hagen, CFP®Why $1 Million Might Not Be the Right Target for Your RetirementToo many retirees have learned this the hard way.
Apr 17, 2023 by Maurie Backman3 Major Benefits of Roth IRAs -- and a Drawback So Major You May Want to Avoid OneIt's a big enough negative to make you rethink the idea of saving in a Roth IRA.
Apr 17, 2023 by Christy Bieber3 Ways an HSA Account Can Help With Care for Adult DependentsA HSA can provide you with substantial tax savings and make affording expensive care costs easier.
Apr 17, 2023 by Selena Maranjian2 Steps to Claiming the $4,555 Max Monthly Social Security BenefitIt's harder to do than you might think, but you can still beef up your benefits -- and you should.
Apr 17, 2023 by Danny Vena, CPAThe IRS Is Urging Millions of Early Filers to Amend Their Tax ReturnRecipients of certain state tax rebates and one-time tax refunds may have left money on the table.
Apr 17, 2023 by Maurie BackmanCan You Borrow Money From Social Security? Not Officially, But Sort OfIt involves a little strategy, but you might manage to pull it off.
Apr 16, 2023 by Kailey Hagen, CFP®3 Moves to Make ASAP If You're Draining Your Retirement Savings Faster Than ExpectedThere may still be a way to get things back on track.
Apr 16, 2023 by Christy BieberClaiming Social Security in 2023? Answer These 3 Questions First.Make sure you don't regret claiming Social Security by asking yourself how your choice will affect your monthly income.
Apr 16, 2023 by Bram BerkowitzThe Chance of Another Big Social Security Raise in 2024 Is Looking Slimmer by the MonthSocial Security recipients saw their benefits rise by 8.7% this year.