What Social Security COLA Changes Could Mean for Your $2,000 Benefit Check in 2027
With less than three months to go until the official 2027 Social Security cost-of-living adjustment (COLA) announcement, you’re…
Social Security COLA change could reduce 75-year shortfall by half
OpenTheBooks CEO John Hart joins Varney & Co. to discuss long-term Social Security and Medicare deficits as fiscal…
The No.1 retirement mistake that could cost you thousands in unnecessary taxes
“It’s the No. 1 mistake with retirement planning today. We see it happening every day, and it’s causing…
Ex-Baird Managers’ RIA Recruits $1.4B Team From Former Firm
A team led by a father-and-son duo overseeing $1.4 billion at Baird Wealth Management has departed the regional…
Deals & Moves: RFG Caps Record Recruiting Run with $100M Advisor
RFG Advisory Nears $9B in Client Assets With $100M Advisor From Farther RFG Advisory crossed $1.5 billion in…
Deadline for public servants to apply for early retirement arrives – CTV News
Deadline for public servants to apply for early retirement arrives CTV NewsMore than 9,100 federal workers apply for early…
Why the 4% Withdrawal Rule Breaks Down for Retirees Who Retire at 55
The 4% withdrawal rule has been a fixture of retirement planning for three decades and for good reason.…
I’m 40 and my advisor wants me to switch from Roth to traditional 401(k). Dave Ramsey says it’s a million-dollar mistake
Quick Read Ramsey argues that switching to a traditional 401(k) saves taxes on $600,000 in contributions while forcing…
Final round of July Social Security checks hit this week — find out if you qualify for the maximum payout
Social Security checks are set to hit bank accounts this week. MargJohnsonVA – stock.adobe.com The third and final…
Zeplyn Launches AI Advisor Coaching for Wealth Firms
Zeplyn, which provides an AI operating system for wealth management firms has launched Advisor Coaching, a capability that…
16 Tourist Attractions Families Say They’ve Started Skipping Because of Rising Costs
Rising travel costs are changing how families plan their vacations. The U.S. Travel Association expects travelers to favor…
Why COLAs Have Lost Retirees 14% of Their Buying Power Since 2016
The average Social Security benefit is the highest it’s ever been, $2,084 per month as of June 2026.…