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If You’re a Retiree, Here’s How Your 2027 Budget Will Look Different After a Big Social Security COLA

If You’re a Retiree, Here’s How Your 2027 Budget Will Look Different After a Big Social Security COLA

Higher prices typically accompany COLA increases. Here's how to plan for both.

The Motley Fool
Weekend Reading For Financial Planners (September 19–20)

Weekend Reading For Financial Planners (September 19–20)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Anthropic announced an advisor-specific plug-in to its Claude tool, which will incorporate data from many key advisor tech tools. While the new “Claude for Financial Advisors” plug-in offers the potential to solve the long-simmering problem […]

Michael Kitces
3 Things All 2026 Social Security Applicants Should Know About the 2027 COLA

3 Things All 2026 Social Security Applicants Should Know About the 2027 COLA

Key Points The Social Security Administration will announce the 2027 COLA on Oct. 14, 2026. It will also announce several other key program changes at the same time. The 2027 COLA begins in January, but will be seen in the Dec. 31, 2026, payment. The $23,760 Social Security bonus most retirees completely overlook › We’re […]

The Motley Fool
Your RMD Deadline Is Closer Than You Think — Miss It and Pay Dearly

Your RMD Deadline Is Closer Than You Think — Miss It and Pay Dearly

Key Points RMDs are due each year by Dec. 31. Missing an RMD deadline can result in a 25% penalty on the required amount. Proactively managing your RMD can help you avoid penalties. The $23,760 Social Security bonus most retirees completely overlook › You’re roughly 15 weeks away from Dec. 31, the annual deadline for […]

The Motley Fool