Jul 17, 2026 by Kailey Hagen, CFP®The Backwards Social Security COLA Rule That Will Probably Short-Change Seniors (Again) in 2027This baffling decision has cost seniors for years.
Jul 17, 2026 by Kailey Hagen, CFP®Social Security's Payroll Tax Rate Could Increase. Here's Why I'd Rather That Happen Sooner Rather Than Later.I don't love paying taxes any more than you do, but in this case, a tax increase now is the lesser of two evils.
Jul 17, 2026 by Maurie BackmanMedicare Open Enrollment Is 3 Months Away: 3 Key Moves to Make Now to PrepareIt pays to get the ball rolling ahead of time.
Jul 17, 2026 by Kailey Hagen, CFP®There's More Than 1 Way to Cut Social Security Benefits. 3 Ways Seniors Could Get Less in the Future.Stay alert for potential cuts in all these different forms.
Jul 17, 2026 by Kailey Hagen, CFP®It's Not Just Smaller Monthly Benefits. 3 Ways Claiming Social Security at 62 Can Shortchange YouYou might seriously regret this decision.
Jul 17, 2026 by Maurie BackmanIt's Not Just a COLA: 3 Updates the Social Security Administration Should Share in OctoberThere could be a host of key information coming out later this year.
Jul 16, 2026 by Stefon WaltersWhat Donald Trump's Strait of Hormuz Stance Could Mean for Your Social Security Benefits in 2027A higher-than-usual benefits boost could be on the way.
Jul 16, 2026 by Maurie BackmanRoth Conversions Can Backfire. Here's How to Make Sure Yours Doesn't.With the right strategy, you can get more mileage out of a Roth conversion.
Jul 16, 2026 by Maurie BackmanIf I'm 62 With $800,000 Saved, Am I at Risk of Running Out of Money?You may not like the answer.
Jul 16, 2026 by James BrumleySocial Security Recipients May Be in Line for Another Outsized COLA BoostConsumer inflation numbers remained robust through June, starting an important three-month stretch with some steam.
Jul 16, 2026 by Bram BerkowitzSocial Security Retirees Just Got Bad News About the 2027 COLA, but There Is a Silver LiningSocial Security recipients are approaching a crucial time of the year.
Jul 16, 2026 by Maurie BackmanThe Surprising Way You Could Lose Your Entire Social Security CheckYou could see your benefit whittled down completely.
Jul 15, 2026 by Maurie BackmanThe Roth Conversion Strategy That Could Make or Break Your Tax BillIt's important to have a well-thought-out plan.
Jul 15, 2026 by Maurie BackmanSurprise! You Could Be Overdoing Your Retirement Contributions. Here's When to StopThere really is a thing as over-funding an IRA or 401(k).
Jul 15, 2026 by Maurie BackmanThe Biggest Social Security Claiming Mistake Isn't What You ThinkThe right strategy when claiming benefits is crucial.
Jul 14, 2026 by Maurie BackmanThink You're Ready to Retire? 5 Signs You May Want to Wait.Rushing into that stage of life could come back to bite you.
Jul 14, 2026 by Maurie BackmanI Made These Retirement Savings Mistakes in My 20s So You Don't Have ToDo yourself a favor and do not follow my lead.
Jul 14, 2026 by Maurie BackmanChasing Social Security's Maximum Monthly Benefit? Here's the 1 Thing That Could Trip You Up.It's a factor you may not be able to control.
Jul 13, 2026 by Maurie BackmanThink You've Mastered Retirement Plan Withdrawals? Here's the Big Mistake You Could Be MakingYou don't want to put your hard-earned savings at risk.
Jul 13, 2026 by Kailey Hagen, CFP®Here's Why July Is a Huge Month for the 2027 Social Security COLAWe're just weeks away from a major piece of COLA news.