Feb 17, 2023 by Kailey Hagen, CFP1 in 4 Workers Plan to Rely Primarily on Social Security in Retirement. Here's What That Could Look Like.It might not be what you expect.
Feb 16, 2023 by Christy BieberGetting Ready to Claim Social Security? Do This First.This is an important step you may not think about.
Feb 16, 2023 by Sam Swenson, CFA, CPA4 Ways to Simplify Your Retirement Plan Right NowInvestment planning is one area where "more complex" doesn't mean better.
Feb 16, 2023 by Christy BieberWhy I'm Not Overly Concerned About the Size of My Social Security CheckSocial Security won't be a major source of retirement income for me.
Feb 16, 2023 by Matt Frankel, CFPHere's How Much the Average Social Security Benefit Increased in 2023Beneficiaries got the highest COLA in decades, and here's what it means.
Feb 16, 2023 by Maurie BackmanJanuary's Inflation Report Isn't Great for Borrowers -- but It's Good News for Social SecurityThe data isn't great, but there's a silver lining.
Feb 16, 2023 by Christy BieberThe Most Important Social Security Table You'll Ever SeeThis table shows just how old you actually have to be in order to avoid shrinking your benefit check.
Feb 15, 2023 by Christy BieberTry These 3 No-Brainers to Beat the Average $1,827 Social Security BenefitBeating the average Social Security benefit is possible, and you can try several strategies to do so.
Feb 15, 2023 by Maurie BackmanCan't Decide if You're Ready for Social Security? Ask Yourself These Questions to Find Out for SureYou don't want to make a mistake you sorely regret.
Feb 15, 2023 by Christy Bieber2 Steps to Claiming the $4,555 Max Monthly Social Security BenefitMost people won't get the maximum monthly Social Security check, but you can become one of the minority who does if you follow these steps.
Feb 15, 2023 by Christy BieberThis 1 Move Is Guaranteed to Shrink Your Social SecurityYou will almost definitely end up with less money over your life from Social Security if you do this.
Feb 15, 2023 by Dan CaplingerThis News Could Mean Bigger Social Security Payments in 2024Don't expect another 8.7% benefit increase, but January's inflation numbers make it likely seniors will get a little something extra next year.
Feb 15, 2023 by Maurie BackmanStruggling to Fund Your Retirement Savings Due to Inflation? Here's 1 Easy Way to Get AheadIt's a strategy that could really help your nest egg grow.
Feb 15, 2023 by Katie BrockmanSocial Security: 1 Tax Rule That Could Shrink Your Future BenefitsYou may collect less than you expect from Social Security.
Feb 14, 2023 by Danny Vena, CPAAfter Urging Millions of Taxpayers to Delay Filing, the IRS Gives the Green LightThe government agency has issued guidelines related to the taxability of state rebates and stimulus payments.
Feb 14, 2023 by Christy Bieber3 Harsh Realities of Social Security You Should Come to Terms With Right NowIt's better to understand the ins and outs of Social Security while you still have time to adjust your retirement plans.
Feb 14, 2023 by Matt Frankel, CFPWill You Have to Pay Tax on Your Dividends?Here are the tax rules you should know if you get dividends from your stocks.
Feb 14, 2023 by Maurie BackmanSocial Security Won't Disappear on You, but You May Want to Pretend It WillYou shouldn't rely too heavily on those benefits.
Feb 14, 2023 by Katie BrockmanPlanning on Taking Social Security at 62? Not So Fast.Claiming early could be a costly mistake in some cases.
Feb 14, 2023 by Maurie Backman3 Retirement Savings Plans to Fall in Love WithThese plans, individually and collectively, could set you up for your dream retirement.