5 Things You Should Know Before Switching to a Medicare Advantage Plan
You've got Original Medicare, but you're still paying for a lot on your own. Your coverage has some pretty big gaps, including dental and vision care, and if you want...
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5 Little-Known Social Security Rules All Married Retirees Should Know
Over the past 90 years, Social Security has helped millions of Americans maintain financial stability in retirement. It's one of the country's most effective social programs, despite all its nuances...
You Aren’t Ready to Claim Social Security if You Haven’t Done These 3 Things
Claiming your Social Security benefits is one of the most important things that you will do as you prepare for your future as a retiree. It's critical that you do...
3 Required Minimum Distribution (RMD) Mistakes You Might Sorely Regret
Traditional retirement plans like IRAs and 401(k)s allow you to shield income legally from the IRS in the course of saving for retirement. That's why they tend to be a...
2 Factors That Will Determine If Your 2026 Social Security COLA Is Too Small
The purpose of the Social Security COLA is a simple one. Social Security benefits must be increased over time because of inflation, and COLAs ensure that this happens regularly.
Could Claiming Social Security at 70 Be a Good Idea for You?
Once you turn 62, you can claim Social Security at any time. But that doesn't make 62 the right filing age for you.
What Will it Take to Max Out Your Social Security Benefit in 2026?
The Social Security Administration is projecting that the maximum monthly Social Security benefit in 2026 will be $5,251 per month. This is a lot of money coming from the government...
3 Things About Retirement That Might Surprise You
If you're getting close to retirement, you may be counting down the minutes until you're able to make your resignation official. But it's important to make sure you're truly prepared...
3 Retirement-Prep Tasks Workers Must Do in 2025
Retirement may not be on your radar if you are still working and are a long way from the day when you can quit for good. But it should be....
55% of Americans Are Wrong About the Most Basic Social Security Fact and It Will Cost Them
Social Security benefits are a crucial support source for many seniors, typically supplementing retirement savings or even providing the bulk of a retiree's income. Unfortunately, many people are confused about...
When It Comes to Social Security’s COLA, This Is the Real Number to Pay Attention To
Retirees got big news on Oct. 24. The Social Security Administration announced that those collecting benefits would receive a 2.8% cost-of-living adjustment (COLA) in the upcoming 2026 year. COLAs are...
Planning to Work as a Retiree? 3 Pitfalls You Might Encounter.
Although retirement marks the end of a lot of people's careers, that doesn't mean you can't continue to work during it. And the reality is that having a job in...
When Will Your Social Security Check Get Bigger After Your Big Raise?
For the millions collecting Social Security, the good news is that the bigger payments are coming very soon. The specifics of when benefits will grow vary depending on what kind...
2026 Social Security COLA: Here’s What All Beneficiaries Need to Know
Social Security recently announced its 2026 cost-of-living adjustment, or COLA, will give beneficiaries a 2.8% raise. However, there's more to the story, as I explain in this short video.
Retirees Want a 10% Social Security COLA. Here Are 2 Ways That Could Happen.
You're not the only one who was disappointed when the Social Security Administration announced a 2.8% cost-of-living adjustment (COLA) for 2026 last month. While it's technically a bit above average...
3 Big Social Security Changes Coming in 2026 Might Surprise Retirees
Social Security benefits are an important source of income for millions of retired workers. Yet, many Americans misunderstand basic aspects of the program, and knowledge gaps can lead to costly...
Thinking of Claiming Social Security at 62? Ask These Crucial Questions First
On a recent trip, my husband and I got to talking with a couple who were within a year of retiring. They shared plans to abandon their high-cost suburb and...
4 2026 Health Savings Account (HSA) Changes Everyone Should Know About
Whether you use your health savings account (HSA) to cover your health expenses now or save that money for retirement, it's probably pretty important to you. If you don't have...