You Have Less Than 3 Months to Complete Your 2026 RMD: 3 Big Mistakes to Avoid
The penalties can be steep if you miss an RMD, so be sure to avoid these mistakes.
The 2027 Social Security COLA May Disappoint – Even if It’s as Big as the Experts Say It’ll Be
A large number doesn't tell the whole story.
7 Charts For Client Conversations In Q3 2026: Interest Rates, The Fed, AI, And More
The third quarter of 2026 has seen a historic climb in interest rates, a new Federal Reserve rate hike cycle, and oil prices surging back above $100 a barrel. Given this combination of developments, many investors might have assumed that equity markets would struggle heading into year-end. Yet the S&P 500 notched its 27th record […]
Michael Kitces
Social Security COLA Projections Are Slipping: What Retirees Need to Know Now
Retirees should still receive a decent-sized benefits boost.
Social Security’s 2027 COLA Announcement Is 1 Week Away. Here’s What All Retirees Should Know
The big reveal doesn't have to come as a total shock.
What Is Coast FI, and Can You Stop Saving for Retirement?
By Wes Moss, originally published at Capital Investment Advisors. I love seeing younger Americans think seriously about retirement, saving, and compound growth. So I understand the appeal of Coast FI—short for Coast Financial Independence. The idea is straightforward: Save enough early, and your investments may have time to grow toward your retirement goal without you […]
Wes Moss
Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients: #FASuccess Ep 510 With Michael Yoder
Welcome everyone! Welcome to the 510th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Michael Yoder. Michael is the founder of Yoder Wealth Management, an RIA based in Walnut Creek, California, that oversees approximately $400 million in assets under management for 64 client households. What’s unique about Michael, though, is […]
Michael Kitces
Rick Kahler
