When clients search for a new advisor, they often look for signals of competence and trust. In the world of AI-powered tools and search engines, clients can easily find nearly-endless options for advisors, but determining whom to trust – even enough to schedule an introductory call – is a tall order. Many clients opt to […]
Michael Kitces
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.
While "no taxes" sounds like a great break for seniors, it's not entirely accurate.
It's good news for the program but a blow to some people's paychecks.
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Marguerita Cheng
