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Planning a Large Roth IRA Conversion in 2026? This Could Be a Better Idea.

You definitely want to consider this before you start moving money around.

3h ago The Motley Fool

Weekend Reading For Financial Planners (October 3–4)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the IRS issued guidance and a revenue ruling drawing boundaries around what it perceives to be legitimate uses of the increasingly popular 351 exchange strategy. While the strategy as a whole remains a viable way […]

4h ago

Michael Kitces

Social Security’s 2027 COLA Estimate Is Likely to Have Jumped in September, Courtesy of a Trump Bump and the Stock Market’s No. 1 Catalyst

Independent estimates called for a 3.5% Social Security raise after the August inflation report, but the final figure should be higher.

10h ago The Motley Fool

We’re Less Than 2 Weeks Away From a Major Social Security Announcement

You won't want to miss the big reveal.

14h ago The Motley Fool

Can You Claim Social Security Spousal Benefits Before Your Full Retirement Age? Here’s the Trade-Off.

Claiming spousal benefits early comes at a price.

16h ago The Motley Fool

2027 COLA Countdown: Social Security Retirees Should Mark Their Calendars for Oct. 14

Retirees will soon find out how much their benefits will increase in 2027.

1d ago The Motley Fool

The Forever Paycheck (A Book Review)

By Fritz Gilbert, originally published at The Retirement Manifesto. For decades, the retirement savings advice has been consistent: Save more than you spend. Invest the difference wisely. Max out your 401(k). Reach your number. But then something strange happens. You retire. Suddenly, the behavior that helped you become financially secure doesn’t […]

1d ago

Fritz Gilbert

Be Careful Claiming Social Security at 70. The Math Won’t Always Work Out in Your Favor.

It's not always a financially sound choice.

1d ago The Motley Fool

Articulating The Evolving Value Of Financial Planning To Prospects: Kitces & Carl 200

Given that financial advice is usually, to say the least, not inexpensive, financial advisors often need to be prepared to explain their fee in the context of the value that is offered. This conversation includes how advisors charge for their advice and what they are charging for, especially as the fundamental value proposition of financial […]

1d ago

Michael Kitces

October Is a Huge Month for Social Security. Look Out for These 3 Big Announcements

Whether you're getting benefits or not, this news is pretty major.

1d ago The Motley Fool

How Much Do You Need to Retire? 4 Questions to Ask Yourself

By Wes Moss, originally published at Capital Investment Advisors. How much do you need to retire? If you listen to enough headlines, the answer may start to sound like “more than you’ll ever have.” That kind of thinking may influence some Americans to work longer than they otherwise might. Based on our research on retirement […]

1d ago

Wes Moss

Retired and Worried About a Recession? Here’s Your Game Plan.

Rather than focus on fear, focus on taking action.

2d ago The Motley Fool

Here’s How Much the Average Social Security Benefit Is Expected to Grow Based on Current Estimates

It would be a larger-than-normal boost.

2d ago The Motley Fool

Planning a Large Roth IRA Conversion in 2026? This Could Be a Better Idea.

Are You Prepared for Medicare Open Enrollment? 3 Key Things to Do Today and 1 to Do Soon.

Weekend Reading For Financial Planners (October 3–4)

The 2027 Social Security COLA Is Supposed to Boost the Average Check by $73 Per Month. Here’s Why Many Beneficiaries Will Get Less.

Social Security Survivor Benefits: 6 Key Things to Know

Will Claiming Social Security at 62 Hurt You Financially? Maybe Not.

4 Major Social Security Announcements Coming on Oct. 14

Social Security’s 2027 COLA Estimate Is Likely to Have Jumped in September, Courtesy of a Trump Bump and the Stock Market’s No. 1 Catalyst

We’re Less Than 2 Weeks Away From a Major Social Security Announcement

Can You Claim Social Security Spousal Benefits Before Your Full Retirement Age? Here’s the Trade-Off.

2027 COLA Countdown: Social Security Retirees Should Mark Their Calendars for Oct. 14

The Forever Paycheck (A Book Review)

Be Careful Claiming Social Security at 70. The Math Won’t Always Work Out in Your Favor.

Articulating The Evolving Value Of Financial Planning To Prospects: Kitces & Carl 200

October Is a Huge Month for Social Security. Look Out for These 3 Big Announcements

How Much Do You Need to Retire? 4 Questions to Ask Yourself

Retired and Worried About a Recession? Here’s Your Game Plan.

Here’s How Much the Average Social Security Benefit Is Expected to Grow Based on Current Estimates

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