By Wes Moss, originally published at Capital Investment Advisors. Higher interest rates may sting borrowers and cause existing bond prices to fall. But for retirees and near-retirees, they may also restore something that had been missing for years: the ability for the conservative side of a portfolio to generate potentially meaningful income. For more than […]
Wes Moss
Social Security’s highly anticipated 2027 cost-of-living adjustment (COLA) reveal is less than 24 hours away.
Social Security's Cost of Living Adjustment is a source of confusion for many.
This could be your only chance to select health insurance coverage for 2027.
It might not give you the straightforward income boost you were expecting.
Beneficiaries haven’t enjoyed Social Security raises of this magnitude since the 1990s.
Welcome everyone! Welcome to the 511th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ashlee deSteiger. Ashlee is the co-owner of Gunder Wealth Management, an RIA based in Birmingham, Michigan, that oversees approximately $150 million in assets under management for 100 client households. What’s unique about Ashlee, though, is how […]
Michael Kitces
The long-awaited news is almost here, but seniors should keep their expectations in check.
Don't get caught off guard by the impact of a higher income.
By Rick Kahler, originally published at Financial Awakenings. What if you measured the cost of your home in workdays instead of dollars? Discover a different way to evaluate housing expenses and decide whether your home is worth the time and money you spend on it. The post How Many Days of Your Life Does Your […]
Rick Kahler
A nice boost won't change the two problems that retirees will likely face.
This decision could make a small but meaningful difference to your benefits.
Star the stocks you care about and follow their prices and news in one place.
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Wes Moss, CFP, is Chief Investment Strategist and Managing Partner at Capital Investment Advisors in Atlanta. He hosts the Money Matters radio programme and the Retire Sooner podcast, and wrote You Can Retire Sooner Than You Think and What The Happiest Retirees Know.
