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
44% of Older Americans Rely Entirely on Social Security. Here’s What the 2027 Cost-of-Living Adjustment (COLA) Means for Them.
When every penny counts, a 3.6% bump in Social Security benefits can help -- but it's likely not enough.
3 Reasons to Stay in Your Home Through Retirement
Downsizing is a common move in retirement, but it may not be the right choice for all retirees.
The Hidden Costs of AI: Are You Paying Attention?
By Rick Kahler, originally published at Financial Awakenings. Artificial intelligence tools may seem free or inexpensive, but usage-based charges can add up quickly. Learn how AI token billing works, why these hidden expenses are easy to overlook, and how to protect your budget from unexpected costs. The post The Hidden Costs of AI: Are You […]
Rick Kahler
This 2027 Social Security Rule Change Is a Small Victory for Some Working Beneficiaries
Working seniors could get a little more breathing room in their budgets next year thanks to this small change.
Social Security’s Trump Bump-Driven 2027 COLA Will Generate the Largest Raises for Retirees in These 10 States
Social Security’s 2027 cost-of-living adjustment (COLA) will be especially pronounced in 10 states.
