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The 2027 Social Security COLA Is Supposed to Boost the Average Check by $73 Per Month. Here’s Why Many Beneficiaries Will Get Less.

The 2027 Social Security COLA Is Supposed to Boost the Average Check by $73 Per Month. Here’s Why Many Beneficiaries Will Get Less.

Make sure you plan for this when building your 2027 budget.

The Motley Fool
The Forever Paycheck (A Book Review)

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
Articulating The Evolving Value Of Financial Planning To Prospects: Kitces & Carl 200

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
How Much Do You Need to Retire? 4 Questions to Ask Yourself

How Much Do You Need to Retire? 4 Questions to Ask Yourself

By Wes Moss, originally published at Capital Investment Advisors. How much do you need to retire? If you listen to enough headlines, the answer may start to sound like “more than you’ll ever have.” That kind of thinking may influence some Americans to work longer than they otherwise might. Based on our research on retirement […]

Wes Moss
5 Secrets of 401(k) Millionaires

5 Secrets of 401(k) Millionaires

More everyday people than ever have become 401(k) millionaires. How they went about it may be boring, but it's effective.

The Motley Fool
Minimizing The Impact Of The New 0.5%-Of-AGI Floor On Charitable Contributions And 2/37ths Reduction Of Itemized Deductions

Minimizing The Impact Of The New 0.5%-Of-AGI Floor On Charitable Contributions And 2/37ths Reduction Of Itemized Deductions

For many years, the U.S. tax code has incentivized individuals to give to charitable causes by allowing an itemized deduction for charitable contributions. Although the amount that an individual could deduct was limited to a certain percentage of their Adjusted Gross Income (AGI) based on the type of property contributed and the type of organization […]

Michael Kitces