Social Security Beneficiaries Are Getting an Above-Average COLA in 2027. Here’s the Downside.
Bigger checks are coming your way next year, but we may not feel the full effect of this change for a few years.
Beyond Google Reviews: A Two-Pronged Online Review Approach Balancing Marketing Impact With Compliance
When clients search for a new advisor, they often look for signals of competence and trust. In the world of AI-powered tools and search engines, clients can easily find nearly-endless options for advisors, but determining whom to trust – even enough to schedule an introductory call – is a tall order. Many clients opt to […]
Michael Kitces
Here’s How Social Security’s 2027 COLA Stacks Up Against Past COLAs
It's one of the higher COLAs in the past 30 years.
Is It Time to Panic About Social Security?
The Social Security system was one of the “top-ranking worries” of Americans as of April 2025, according to a Gallup survey. Approximately 52% of those surveyed expressed concerns about the system, representing a nine-percentage-point year-over-year (YoY) increase. Gallup noted that this was the highest YoY increase over the past 15 years. Similarly, about 59% of […]
Marguerita Cheng
Financial Stress Can Be Deadly – Here’s How to Cure It
Retirement should be the time when Americans should have maximum peace of mind, as they no longer must worry about the daily bubble of corporate life. But the experience of many retirees has been far from the expectation. About 25% of retirees say they have lost sleep worrying about their financial situation, while 27% say […]
Marguerita Cheng
The 2027 Social Security COLA Was Just Announced. Here’s How It Will Affect Spousal Benefits Next Year.
Spousal benefit recipients will also receive the above-average bump.
Winning Clients And Moving ‘Upmarket’ By Being Confident In Telling Your Value Story: #FASuccess Ep 512 With Chris Smith
Welcome everyone! Welcome to the 512th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Chris Smith. Chris is the founder of PSBLTY, a brand strategy, design, and implementation firm that works with financial advisors, teams, and firms. What’s unique about Chris, though, is how he works with advisors to create […]
Michael Kitces
Rick Kahler
