2 Missteps to Avoid If You’re Counting on Your IRA for Retirement
Do you ever feel like a hamster on a wheel, constantly moving but not getting anywhere? At its busiest, life can feel that way. You triage the things you need to accomplish, taking care of tasks that seem most critical first. However, when your days are full of things that “must” get done, it’s easy […]
Working While on Social Security? 3 Pros and 1 Very Big Con to Know About.
If you’ve recently retired and started collecting Social Security, you may be appreciating your newfound freedom from having to go to work. But it’s not a given that you’ll stop working completely once you reach a certain age. Many seniors opt to work for a variety of reasons. And the good news is that Social […]
How Much Social Security Will You Get if You Start at 62?
You can claim Social Security as early as age 62 if you qualify for benefits, but doing so can be costly. In this short video, Matt Frankel, CFP®, will discuss how your Social Security benefit is calculated and how early retirement can permanently affect it, so you’ll know what to expect. *Stock prices used were […]
This Hidden Social Security Rule Could Mean a Bigger Check for Those Working After Claiming Benefits
Your Social Security benefit isn’t set in stone once you start collecting benefits. There are a lot of ways your benefit could change. Most seniors are familiar with the annual COLA, which increases benefits across the board to adjust for inflation each year. Some are also aware how different factors could affect your Social Security […]
President Donald Trump’s Tariff Policy Likely Comes With Unintended Consequences for Social Security’s 2026 Cost-of-Living Adjustment (COLA)
For most Americans, Social Security provides indispensable monthly income they’d struggle to make do without. In each of the past 23 years, Gallup has surveyed retirees to gauge their reliance on Social Security and found that 80% to 90% of respondents need their monthly payout to cover at least some portion of their expenses. Considering […]
