It’s Not Just Larger Checks That Matter: This Big 2027 Social Security Change Could Put More Money in Your Pocket

There's more than just a cost-of-living adjustment in store for Social Security recipients.

1h ago · The Motley Fool

If You’ve Saved This Much for Retirement by Age 70, You’re Ahead of the Game

Want to make sure you're on track for retirement? See how your savings stands up to your peers.

3h ago · The Motley Fool

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.

15h ago · The Motley Fool

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

The right moves could make the process much easier.

16h 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 […]

16h ago · Michael Kitces

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

Make sure you plan for this when building your 2027 budget.

18h ago · The Motley Fool

Social Security Survivor Benefits: 6 Key Things to Know

Here's what to expect if your spouse passes away.

18h ago · The Motley Fool

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

Filing for benefits as early as possible isn't always a mistake.

20h ago · The Motley Fool

4 Major Social Security Announcements Coming on Oct. 14

Social Security is just a few weeks away from big changes.

21h ago · The Motley Fool

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.

23h 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.

1d 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.

1d 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.

2d 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 […]

2d ago · Wes Moss