3 Medicare Assumptions You Need to Clear Up Before Open Enrollment
It's important to go into that period with an open mind.
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The Motley Fool
Claiming Social Security at 70? Here’s Why That’s Not Automatically a Smart Move.
A delayed claim doesn't always make financial sense.
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The Motley Fool
Here’s the Max Social Security Benefit at Age 67 — and How to Get It
Only a lucky few manage to pull this off.
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The Motley Fool
We Won’t Know Social Security’s 2027 COLA Until Oct. 14 — but Here’s 1 Thing We Know Already
There's one aspect of the COLA that shouldn't be a mystery.
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The Motley Fool
You Can’t Retire Early if You Don’t Solve This Piece of the Puzzle
Before you leave work, make sure this one key point is covered.
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The Motley Fool
Social Security’s Hidden Rule Too Many Retirees Don’t Know
This lesser-known nuance could prevent a long-term benefit cut.
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The Motley Fool
Applying Fiduciary Principles To Demonstrate Value And Build Client Trust During 401(k) Rollover Conversations
While a financial advisor might prefer to manage all of a client’s investible assets, when clients participate in a workplace retirement plan such as a 401(k), the assets in the plan typically can’t be moved to a new managed account while the client remains employed there. A key moment for an advisor, then, occurs when […]
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Michael Kitces
Michael Kitces
Rick Kahler
