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.
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 […]
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.
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 […]
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.
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 […]
Wes Moss
Retired and Worried About a Recession? Here’s Your Game Plan.
Rather than focus on fear, focus on taking action.
