When Will We Know the 2027 Social Security COLA?
Social Security COLAs are based on inflation data from the third quarter of the year. September’s CPI-W is needed to make a COLA official. All r...
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Retirement
Social Security, savings targets, withdrawal strategy and the decisions that decide how the money lasts.
15,113 storiesLatest story Aug 19, 20262 sources on this page
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Working With ‘Misengaged Couples’: Ways To Engage Both Parties In Planning Conversations
When advisors work with couples, the goal is to make both parties feel seen and heard. Yet while many advisors aim to include both clients, this is of...
Long-term TIPS Yield now 3%; 4.9% Guaranteed 30-Year Withdrawal Rate
By Jonathan Ping, originally published at My Money Blog. Keeping track of TIPS yields is useful because it provides a baseline of the return you can g...
Spousal Social Security: 3 Key Things to Know
Claiming spousal benefits makes you eligible to receive up to 50% of your spouse’s primary insurance amount. Claiming spousal benefits before yo...
Age 65-74? Here’s the Average Retirement Savings for People Your Age.
Most people in this crowd have less saved up than you might guess. These investors also have about as much saved up outside of their 401(k) accounts a...
Is Your 401(k) Balance Higher or Lower Than the Average 40-Year-Old’s?
By 40, you should ideally be on your way to building a retirement nest egg. If you aren’t happy with your savings balance by 40, some lifestyle...
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