Will Social Security’s 2027 COLA Be the Largest Raise in 4 Years? Here’s What the Data Suggests.
Social Security COLAs are based on third quarter inflation data. While September’s data isn’t in yet, readings from July and August are po...
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Social Security, savings targets, withdrawal strategy and the decisions that decide how the money lasts.
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Why Are Valuations Falling in a Bull Market?
By Ben Carlson, originally published at A Wealth of Common Sense. Some notable market moves we’ve experienced this year: Mortgage rates have gon...
Retiring With a Huge HSA Balance? Here’s an Important Rule to Know.
HSAs make it easy to save for healthcare costs in a tax-friendly manner. Taking a non-medical HSA withdrawal can trigger a costly penalty. Once you re...
What Was the Best Portfolio Over the Last 50 Years?
By Nick Maggiulli, originally published at Of Dollars And Data. A few months ago, I analyzed U.S. stock returns over the last century. Today, I’...
Great News for Social Security Retirees: The 2027 COLA Will Most Likely Be the Highest in 4 Years
Social Security’s annual cost-of-living adjustment is determined by inflation data from July, August, and September. Retirees just received the...
Medicare Open Enrollment Starts in 1 Month. Here’s Why Everyone Should Participate.
Medicare open enrollment starts on Oct. 15 and continues through Dec. 7. It’s an opportunity for current enrollees to make coverage changes. Eve...
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