Should My Financial Advisor Talk to My CPA?
By Thomas Mullooly, originally published at Mullooly Asset Management. Should My Financial Advisor Talk to My CPA? Should my financial advisor talk to...
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Retirement
Social Security, savings targets, withdrawal strategy and the decisions that decide how the money lasts.
15,121 storiesLatest story Aug 6, 20262 sources on this page
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Here’s Why the 2027 Social Security COLA Could Be Lower Than Expected
The 2027 Social Security COLA is expected to be above average at around 3.8%. The COLA is based on changes in average third-quarter inflation data. It...
Think an HSA Is Just for Healthcare Expenses? Here’s Why You’re Wrong
HSAs offer numerous tax benefits for savers. Nonmedical HSA withdrawals can be subject to penalties. You have a lot more flexibility with your account...
When ‘Feelings Are Data’ To Navigate Clients’ Financial Planning Trade-Offs: Kitces & Carl 196
Some decisions are largely matters of data and analysis. Yet more often, that analysis informs a decision with trade-offs, such as funding retirement...
Social Security Faces 3 Historic Milestones With Its 2027 COLA
High energy prices due to conflict in the Middle East will likely lead to a high COLA for 2027. The Senior Citizens League estimates it will be 3.8%,...
Retiring at 55? 3 Key Things You Need to Know.
If you save well, retiring at 55 may be feasible. Your savings may or may not be available to you penalty-free. Be sure to plan for high healthcare co...
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