2027 Social Security COLA Smaller Than You’d Hoped? Here’s What to Do Now
Don't wait until January to start figuring out how you'll make ends meet in 2027.
Here’s What Happens When You Keep a Credit Card Open Forever
People with 850 credit scores have an average oldest account of 30 years. Here's why keeping a credit card open forever pays off.
Retirement Income: Moving From Saving to Spending
By Wes Moss, originally published at Capital Investment Advisors. Saving for retirement is one thing; feeling comfortable spending that money is another. Wes Moss welcomes New York Times best-selling author Jean Chatzky to the Money Matters Podcast to talk about her book, The Forever Paycheck, retirement income, and why old saving habits may be hard […]
Wes Moss
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
Rick Kahler
