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.
We’re Less Than 2 Weeks Away From a Major Social Security Announcement
You won't want to miss the big reveal.
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.
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
Wes Moss
