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Retirees, Check Your Withholding Now Before an Unexpected Tax Bill Arrives

Social Security, pensions, and withdrawals may affect your total tax bill. Here's how.

1h ago The Motley Fool

Weekend Reading For Financial Planners (October 17–18)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a survey by Vanguard of investors on its platform found that many of those who have engaged with Artificial Intelligence (AI) tools for money management or planning actually value their (human) advisor more because of […]

5h ago

Michael Kitces

Here’s What a $1,500, $2,000, and $3,000 Social Security Check Will Become After the 2027 Cost-of-Living Adjustment (COLA)

Retirees will appreciate the bump, but is it enough?

17h ago The Motley Fool

I’d Suggest Rethinking Retiring in 2027 if Any of These 3 Things Apply to You

Retirement definitely isn't something you want to rush into if you're not ready.

1d ago The Motley Fool

2 Social Security Changes for 2027 All Working Americans Need to Know About

It's not just retirees who are impacted by Social Security changes.

1d ago The Motley Fool

When Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl 201

One can argue that financial planning is, at its core, about navigating different choices and trade-offs. Some decisions can have outsized practical, financial, and emotional impacts, such as when to retire, quit a job, or start a business. Succeeding and failing will each bring high consequences, and many people opt to “keep their options open”… […]

1d ago

Michael Kitces

Social Security Is in Dire Straits, and President Donald Trump’s Policies Are Making Things Worse

Though President Trump pledged to leave Social Security alone, he’s inadvertently hurting the program’s financial outlook.

1d ago The Motley Fool

Are Higher Interest Rates Good for Retirees? Bond Income Trade-Offs

By Wes Moss, originally published at Capital Investment Advisors. Higher interest rates may sting borrowers and cause existing bond prices to fall. But for retirees and near-retirees, they may also restore something that had been missing for years: the ability for the conservative side of a portfolio to generate potentially meaningful income. For more than […]

1d ago

Wes Moss

Retirees, Check Your Withholding Now Before an Unexpected Tax Bill Arrives

Weekend Reading For Financial Planners (October 17–18)

RMDs Don’t Have to Bring a Higher Tax Bill. Here’s the Legal Loophole.

The Social Security Administration Has Spoken: Here’s the 2027 Cost-of-Living Adjustment (COLA) — and What It Will Do to Your Benefit

Social Security’s Taxable Earnings Limit Is Rising to $192,300 in 2027. Here’s Who Pays More.

Here’s What Your Social Security Benefit Would Be at 62 and 70 If You Qualified for the Average Check at 67

Here’s How Much the Average Social Security Check Could Increase in 2027 With a 3.6% COLA

Here’s What a $1,500, $2,000, and $3,000 Social Security Check Will Become After the 2027 Cost-of-Living Adjustment (COLA)

I’d Suggest Rethinking Retiring in 2027 if Any of These 3 Things Apply to You

2 Social Security Changes for 2027 All Working Americans Need to Know About

When Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl 201

Social Security Is in Dire Straits, and President Donald Trump’s Policies Are Making Things Worse

Are Higher Interest Rates Good for Retirees? Bond Income Trade-Offs

Social Security’s 2027 Cost-of-Living Adjustment (COLA) Was Just Announced. Here’s Where It Stands.

Here’s How the 2027 Social Security Cost-of-Living Adjustment (COLA) Stacks Up Against 2024, 2025, and 2026

A 3.6% COLA and More: Here Are the Major Social Security Changes Taking Effect in 2027

It’s Official: Here’s Your Social Security Raise for 2027

Social Security’s 2027 COLA Is Officially the 5th-Largest in 35 Years — but This Doesn’t Tell the Full Story

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