By Rick Kahler, originally published at Financial Awakenings. A full ride academic or athletic scholarship is the gold standard for college funding, an unrealistic dream for many families and an achievement to celebrate for a few. A recent conversation with one of those scholarship recipients gave me a new perspective on that dream. The post […]
Rick Kahler
Getting this information together now will give you a head start on building your 2027 budget.
There's no one-size-fits-all answer to the question of when to claim benefits, but here are a few facts to keep in mind.
Sorry, retirees -- you'll have to sit tight a bit longer.
You need an actual strategy to avoid falling behind.
If you're going to do a conversion, you want it to make sense.
Larger-than-normal Social Security raises come with advantages and potentially steep drawbacks.
Higher prices typically accompany COLA increases. Here's how to plan for both.
Here is what the average recipient gets, and why your Social Security can be significantly higher or lower.
Falling behind on credit card debt is more common than you think. Here are the smartest ways to catch up, whether or not you qualify for new credit.
Retirees can probably bank on a bigger COLA next year.
Current estimates point to a significant boost, but it's not set in stone.
Emmett Investment Management, LP reports charging a percentage of the assets they manage for you.
It does not report earning commissions on product sales.
Emmett Investment Management, LP reported no disciplinary disclosures on Item 11 of its latest Form ADV. That covers the firm and its associated people at the time of filing; verify the current position on the official SEC record.
Every figure on this page is taken from Emmett Investment Management, LP’s own Form ADV Part 1 filing with the SEC, last filed March 13, 2026. Retirely does not verify these figures and is not affiliated with this firm. Nothing here is advice or a recommendation to hire or avoid any adviser. Confirm the current record at adviserinfo.sec.gov.
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Michael Kitces
