How to Report Non-Cash Charitable Contributions for Your DAF (IRS Form 8283)
By The White Coat Investor, originally published at The White Coat Investor. By Jim Dahle, WCI Founder <!–A reader wrote in explaining that s...
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Retirement
Social Security, savings targets, withdrawal strategy and the decisions that decide how the money lasts.
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Social Security’s Trump Bump-Driven 2027 COLA Comes With Potentially Serious Unintended Consequences
Social Security’s highly anticipated cost-of-living adjustment (COLA) will be revealed in less than six weeks, on Oct. 14. Two of President Dona...
3 Social Security Changes Coming Alongside the Next COLA
On Oct. 14, the Social Security Administration is expected to announce the 2027 COLA. That’s not the only key piece of news that’s set to...
Will Young People Ever Buy a House?
By Ben Carlson, originally published at A Wealth of Common Sense. People have always preferred stories over statistics. But I do find it interesting t...
One-time financial plan is a myth
By Thomas Mullooly, originally published at Mullooly Asset Management. One-time financial plan is a myth Why “One-Time Plans” Don’t Work (and What to...
Why Claiming Social Security at 70 Could Be the Smartest Retirement Move You Ever Make
Age 70 is generally considered the latest point to sign up for Social Security. You’ll boost your benefits by 24% at 70 compared to claiming Soc...
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