By Wes Moss, originally published at Capital Investment Advisors. Saving for retirement is one thing; feeling comfortable spending that money is another. Wes Moss welcomes New York Times best-selling author Jean Chatzky to the Money Matters Podcast to talk about her book, The Forever Paycheck, retirement income, and why old saving habits may be hard […]
Wes Moss
Welcome everyone! Welcome to the 512th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Chris Smith. Chris is the founder of PSBLTY, a brand strategy, design, and implementation firm that works with financial advisors, teams, and firms. What’s unique about Chris, though, is how he works with advisors to create […]
Michael Kitces
When every penny counts, a 3.6% bump in Social Security benefits can help -- but it's likely not enough.
Downsizing is a common move in retirement, but it may not be the right choice for all retirees.
By Rick Kahler, originally published at Financial Awakenings. Artificial intelligence tools may seem free or inexpensive, but usage-based charges can add up quickly. Learn how AI token billing works, why these hidden expenses are easy to overlook, and how to protect your budget from unexpected costs. The post The Hidden Costs of AI: Are You […]
Rick Kahler
Working seniors could get a little more breathing room in their budgets next year thanks to this small change.
Social Security’s 2027 cost-of-living adjustment (COLA) will be especially pronounced in 10 states.
While working as a financial advisor can be attractive based on the ability to make a positive difference in clients’ lives, at the end of the day it is a business and the source of a firm owner’s livelihood. Amidst this backdrop, it’s important for firm owners to pay close attention to their profitability, as […]
Michael Kitces
The 2027 COLA has officially been set at 3.6%.
The ultra-wealthy have a few things in common.
There’s a potentially steep price to pay for one of the largest Social Security raises since 1993.
Seemingly small shortfalls can become big problems when allowed to accumulate over several years.
Star the stocks you care about and follow their prices and news in one place.
Start your WatchlistSign in to follow the wire, save stories and manage your plan.
Continue with GoogleBy continuing you agree to our Terms and Privacy Policy.
Marguerita Cheng
