Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl 199
When a financial advisor engages a new client, they are analyzing a lifetime’s worth of financial decisions that have brought the client to this...
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Retirement
Social Security, savings targets, withdrawal strategy and the decisions that decide how the money lasts.
15,423 storiesLatest story Sep 17, 20262 sources on this page
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The 2027 Social Security COLA Announcement Is Just Weeks Away. Here’s What to Expect.
The Social Security Administration will announce the 2027 COLA on Oct. 14, 2026. The latest COLA estimate is 3.5%, down slightly from earlier estimate...
Social Security’s Upcoming COLA Forecast Was Just Updated: Here’s How Much Your Check Could Grow
Social Security’s 2027 COLA should be announced in mid-October. For now, projections are 3.5% to 3.6%. The typical Social Security benefit could...
We’re Less Than a Month Away from Big Social Security COLA News
There’s major news coming for Social Security retirees in October. On Oct. 14, 2026, Social Security will make an announcement affecting 2027 be...
Retirement Milestone: The 401(k) Balance That Puts 65-Year-Olds Ahead of the Pack
A 401(k) is a valuable tool for building retirement savings and, for many, their largest investment account. The average 401(k) balance differs greatl...
A Big Social Security Change Could Be Coming in 2027, and Higher Earners Will Feel it the Most
Social Security is primarily funded by payroll taxes. There’s a limit as to how much income the program taxes each year. Social Security’s...
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