What Every 60-Year-Old Should Know About Social Security
Now's the time to start planning when you'll apply for Social Security, if you haven't already.
Living With The Realities Of A Flat Economy
By Rick Kahler, originally published at Financial Awakenings. For three years, clients have been asking me when the economy will get back to normal. I have started answering that this current flat economy may be the newest redefinition of normal, one of many I’ve seen in 40-plus years of writing about money. The post Living […]
Rick Kahler
3 Reasons Not to Claim Social Security at 65
This might not be the right call for you if you're trying to maximize your benefits.
3 Things to Know About RMDs Before You’re Forced to Take Them
It's important to have the right information before those mandatory withdrawals begin.
3 Key IRA Moves to Make a Year Before You Retire
Check these off your list before your career wraps up.
Social Security’s 2027 COLA Is Projected to Be the 6th-Largest Since 1993 — Here Are the 3 Unique Factors Driving This Outsize Raise
A “Trump bump” and the AI revolution should lead to considerably larger Social Security checks in 2027.
What Really Drives Client Referrals
Client referrals have long been a cornerstone of organic new client growth because they tap into a resource every established advisor already has: an existing client base. But before getting into specific referral strategies, there is a prerequisite to receiving any referrals at all: clients need to feel that the advisor provides enough value to […]
Michael Kitces
