If the initial stages of building a firm are mostly about survival and prospecting, and the middle stages are about scaling teams and processes, then the latter stages of the firm become about determining what is “enough”. This is especially true as the firm is able to do more complex work for higher-paying prospective clients, […]
Michael Kitces
Key Points Estimates are currently calling for a 3.4% to 3.6% COLA. Unless inflation cools drastically, next year’s raise could come in much higher than this year’s 2.8% boost. A large COLA will come at the cost of higher prices in the near term. The $23,760 Social Security bonus most retirees completely overlook › If […]
Key Points When you have a shorter life expectancy, delaying Social Security past full retirement age could leave you with less lifetime income. If you only have your own needs to worry about, it could even make sense to file early. If you’re married and are the higher earner in your household, waiting could be […]
Key Points Inflation will likely make retirement more expensive over time. The right investment mix could act as a safeguard. Claiming Social Security strategically could also help. The $23,760 Social Security bonus most retirees completely overlook › In the course of retirement planning, there are certain things you probably know to think about — your […]
Image source: Getty Images So you just wiped out a $10,000 credit card balance in one fell swoop. Nice work — you’ll see the benefits of that hard work pretty quickly. No, your credit score won’t move immediately. It usually takes one to two billing cycles before your issuer reports a lower balance to the […]
We often tend to think of giving from one generation to the next in terms of inheritance, with a parent passing on their assets after death. However, some parents (who are confident that they have more than enough funds to last their own lifetime) want to be more proactive in giving to the next generation. […]
Michael Kitces
Key Points Social Security’s upcoming cost-of-living adjustment is shaping up to be larger than 2026’s 2.8% raise. Current forecasts are incomplete because key inflation data hasn’t arrived yet. An official COLA should be announced in mid-October. The $23,760 Social Security bonus most retirees completely overlook › For seniors on Social Security, there’s perhaps no more […]
By Jonathan Ping, originally published at My Money Blog. Last year, I took an official Certified Financial Planner (CFP) course, which satisfies the “Education” requirement of becoming an official Certified Financial Planner (CFP). Mine was online and self-paced at the University of Georgia with a net cost of around $3,000. I did not take the […]
Jonathan Ping
By Ben Carlson, originally published at A Wealth of Common Sense. When living through uncertain times like these, many people seek the certainty of answers. Investors want to know how this AI capex cycle will end. Potential homebuyers want to know if housing prices or mortgage rates will ever come down again. Households want to […]
Ben Carlson
Key Points While my home makes sense for my current situation, I don’t plan to keep it in retirement. I want to free up money for things other than property taxes, utilities, and maintenance. I also don’t want to retire from a job only to be burdened by hours of upkeep each week. The $23,760 […]
By Nick Maggiulli, originally published at Of Dollars And Data. When I was 27 years old I was at a crossroads. I was five years into my career, yet I was stagnating. Though I was making six figures, which was great for my 20s, I knew I couldn’t make much more at my job. Without […]
Nick Maggiulli
Key Points Claiming Social Security early results in reduced checks for life. You may be eligible to file again at a later time and avoid a permanent hit to your benefits. To take advantage of this option, you need to get your timing right. The $23,760 Social Security bonus most retirees completely overlook › There’s […]
By The White Coat Investor, originally published at The White Coat Investor. By Jim Dahle, WCI Founder <!–You likely make more money than almost everyone else in your life. Your friends outside of medicine thought you were rich as soon as you started residency, despite the negative net worth. Your family doesn’t understand why you’re […]
The White Coat Investor
Key Points The Social Security Administration makes key program updates annually to reflect inflation changes. These changes affect benefit eligibility, payroll taxes, and the size of certain seniors’ checks. We’ll learn about all these updates and the COLA on Oct. 14, 2026. The $23,760 Social Security bonus most retirees completely overlook › The 2027 Social […]
Welcome everyone! Welcome to the 505th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Andrew Rosen. Andrew is the executive chairman of Diversified, LLC, an RIA based in Wilmington, Delaware, that oversees approximately $3.6 billion in assets under management for 2,500 client households. What’s unique about Andrew, though, is how […]
Michael Kitces
Key Points Claiming Social Security at 62 can result in benefits shrinking. While experts generally recommend waiting until age 70 to start benefits, sometimes a claim at 62 makes sense. If you don’t have a long life expectancy or if you’re opening up the door for your spouse to delay their own claim, waiting until […]
Key Points Seniors are permitted to work while collecting Social Security. Depending on your age, you may be subject to an earnings limit. If your wages exceed a certain threshold, you could have benefits withheld. The $23,760 Social Security bonus most retirees completely overlook › For many older Americans, claiming Social Security can make it […]
Key Points Retirement on average savings, plus Social Security, is typically modest, but it can vary. Married couples may live more comfortably because they’ll have two Social Security checks. You may need to revise your retirement plans if you’re behind where you want to be. The $23,760 Social Security bonus most retirees completely overlook › […]
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