Oct 12, 2025 by Stefon WaltersI Used to Think a Will Was the Best Way to Pass Down an Inheritance. Here's Why I Now Think a Living Trust Is Better.The benefits of a living trust make it ideal for people who enjoy privacy and flexibility.
Oct 12, 2025 by Christy BieberHere's the Net Worth That Puts You in the Top 10% of American Households by AgeIf you want to be among the top 10% of American households, you'll need a seven-figure net worth.
Oct 12, 2025 by Dana GeorgeDo You Qualify for Spousal Social Security Benefits?Part of planning for retirement is knowing how much you'll receive in Social Security benefits.
Oct 12, 2025 by Christy BieberThe Little-Known Reason Why Working After Claiming Social Security Could Increase Your BenefitsMost people don't know the truth about working while collecting Social Security.
Oct 12, 2025 by Maurie BackmanWorried About Healthcare Costs in Retirement? Don't Just Pad Your IRA or 401(k).There's another account worth contributing to, provided you're eligible.
Oct 12, 2025 by Christy BieberWhat Happens if You Deposit More Than $10,000 in Your Bank Account?Depositing more than $10,000 in your bank account can have surprising consequences.
Oct 12, 2025 by Maurie BackmanSocial Security Benefits Could Rise 2.7% in 2026. Here's Why You May Not Get to Keep That Raise in Full.Don't start counting your extra money just yet.
Oct 12, 2025 by Selena MaranjianAre You Falling for These 6 Myths About Required Minimum Distributions?The penalty for missing your RMD is huge.
Oct 12, 2025 by Sean WilliamsSocial Security's 2026 Cost-of-Living Adjustment (COLA) Is Set to Give Retirees the Short End of the Stick, Yet AgainA Social Security dollar simply isn't what it used to be.
Oct 11, 2025 by Kailey Hagen, CFPHere's the Average Social Security Benefit at Ages 62, 65, and 70The data shows a pretty clear pattern that could help you decide when you want to sign up.
Oct 11, 2025 by Stefon Walters41 States That Don't Tax Social Security BenefitsMost Social Security recipients will be able to avoid paying taxes on their benefits.
Oct 11, 2025 by Selena MaranjianAre You Really Ready to Start Collecting Social Security? Here Are 7 Signs It Might Be the Perfect Time.For starters, know how much you can expect to receive. The sum might surprise you.
Oct 11, 2025 by Bram BerkowitzThis Is the Average Social Security Benefit for Age 67The age of 67 is the full retirement age for most retirees claiming Social Security.
Oct 11, 2025 by Maurie BackmanCan You Still Retire a Millionaire If You Start Saving at 50?Find out if it's possible to meet this huge goal if you get a very late start.
Oct 11, 2025 by Adam LevyThis Social Security Claiming Strategy Could Be the Best Way for Couples to Maximize Their BenefitsWaiting to claim benefits might not be the best way for you to get the most from Social Security.
Oct 11, 2025 by Maurie BackmanHave You Saved Enough to Stop Funding Your Retirement Account?There may come a point when you've saved enough, but it's important to make absolutely sure.
Oct 11, 2025 by Christy BieberIf Your Social Security Check Is Higher Than This, Expect an Above-Average 2026 Cost-of-Living Adjustment (COLA)Social Security raises are coming in 2026, and some retirees will get a bigger payment increase than others.
Oct 11, 2025 by Maurie Backman2026's Social Security COLA Could Be Larger Than Expected. Don't Jump for Joy.A more generous raise could come at a serious cost.
Oct 11, 2025 by Sean WilliamsSocial Security's 2026 Cost-of-Living Adjustment (COLA) Will Include a Tariff-Related "Trump Bump" -- Here's How Much Extra You Can ExpectPresident Trump's tariff and trade policy is set to influence Social Security's "raise" for the upcoming year.
Oct 11, 2025 by Cory Renauer3 Reasons Retirees Should Not Enroll in Medicare Advantage for 2026Here are a few things everyone should understand before enrolling in a Medicare Advantage plan.