3 Reasons to Claim Social Security at 67
Claiming at your FRA could be the perfect middle ground for some seniors.
The 1 Thing You Have to Get Right About Social Security Before Retirement
There's a key piece of information all pre-retirees need to have.
Spousal Social Security: 7 Key Things to Know
Spousal benefits can make it easier for a household to plan for retirement, even if one partner earns significantly less than the other.
3 Destructive Myths That Could Derail Your Retirement
Buying into any of these could set you up for disaster.
Social Security Parental Benefits: 5 Key Things to Know
It's possible to claim Social Security on your child's work record, but only if you tick certain boxes.
Systematizing Your Differentiated Service As A (True) Retirement Expert While Scaling To $850M Of AUM: #FASuccess Ep 509 With Dana Anspach
Welcome everyone! Welcome to the 509th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Dana Anspach. Dana is the founder of Sensible Money, an RIA based in Scottsdale, Arizona, that oversees $850 million in assets under management for 330 client households. What’s unique about Dana, though, is how she has […]
Michael Kitces
Here’s What Happens When You Only Pay the Minimum on a $10,000 Credit Card Balance
Making only minimum payments can stretch a credit card balance past two decades and cost thousands in interest. See the real math and faster ways out.
Why a Bigger 2027 Social Security COLA Might Still Feel Like a Pay Cut for Millions of Retirees
A larger raise won't necessarily mean more buying power.
What Every 60-Year-Old Should Know About Social Security
Now's the time to start planning when you'll apply for Social Security, if you haven't already.
Living With The Realities Of A Flat Economy
By Rick Kahler, originally published at Financial Awakenings. For three years, clients have been asking me when the economy will get back to normal. I have started answering that this current flat economy may be the newest redefinition of normal, one of many I’ve seen in 40-plus years of writing about money. The post Living […]
Rick Kahler
3 Reasons Not to Claim Social Security at 65
This might not be the right call for you if you're trying to maximize your benefits.
3 Things to Know About RMDs Before You’re Forced to Take Them
It's important to have the right information before those mandatory withdrawals begin.
3 Key IRA Moves to Make a Year Before You Retire
Check these off your list before your career wraps up.
Social Security’s 2027 COLA Is Projected to Be the 6th-Largest Since 1993 — Here Are the 3 Unique Factors Driving This Outsize Raise
A “Trump bump” and the AI revolution should lead to considerably larger Social Security checks in 2027.
What Really Drives Client Referrals
Client referrals have long been a cornerstone of organic new client growth because they tap into a resource every established advisor already has: an existing client base. But before getting into specific referral strategies, there is a prerequisite to receiving any referrals at all: clients need to feel that the advisor provides enough value to […]
Michael Kitces
Here’s Why You’ll Probably Never Hit a ‘Perfect’ 850 Credit Score
Reaching the very top of the credit scale takes decades of near-flawless habits, and most people get the same perks without ever getting there.
Social Security Cuts May Be Coming. Here’s What I’m Doing to Make Sure They Don’t Mess Up My Retirement
I have a plan to avoid long-term financial stress.
The Upcoming Social Security COLA Could Be a Huge Win for Seniors — if This Happens
Under the right circumstances, next year's boost could go pretty far.
