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Before You Retire, Consider These Five Questions
Thinking ahead about what you'll do, how you’ll withdraw from retirement accounts and how you’ll manage health care can save you time and money over the long term.
By Mike Palmer, CFP Published
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Five Financial Changes That Happen When Your Spouse Dies
Some of these could catch surviving spouses by surprise, so it’s a good idea to know what to expect in case something happens.
By Evan T. Beach, CFP®, AWMA® Published
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Social Security Board Nominee Grilled Over Views on Program Reforms
Candidate questioned on Social Security privatization, raising retirement age and benefit cuts during Senate hearing.
By Esther D’Amico Published
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States That Tax Social Security Benefits in 2024
Retirement Taxes Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
By Katelyn Washington Last updated
Retirement Taxes -
How the Social Security Bridge Strategy Works
This is how you can wait until age 70 to start collecting Social Security — and capitalize on the annual 8% boost to your benefit.
By Andrew Rosen, CFP®, CEP Published
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Your Social Security Checks Won’t Stop If the Government Shuts Down
How Social Security would be affected by a government shutdown, including what happens to checks and what services would be paused.
By Esther D’Amico Last updated
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Social Security: DeSantis, Haley Split Over Reforms During GOP Debate
Candidates spar over Social Security’s retirement age and COLA increases as the 2024 election year kicks off.
By Esther D’Amico Published
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Almost 40% of Seniors Are Going Back to Work Due to Low COLA. Are You?
Social Security benefit amounts adjust for inflation every year, but the small cost-of-living bump for 2024 might not be enough for seniors, new survey shows.
By Kathryn Pomroy Published
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When to Expect Your First Social Security Check of 2024
The Social Security monthly payment schedule is based on your birthday.
By Donna LeValley Published