News

3 Things to Know About Social Security if You Plan to Sign Up in 2027

Knowing these rules in advance could help you avoid some costly mistakes.

8h ago · The Motley Fool

In 4 Days, Social Security’s Trump Bump-Led 2027 COLA Should Produce its First Silver Lining Since 2023 for Tens of Millions of Retirees

A potential tie for the sixth-largest Social Security raise since 1993 is only part of the story for retirees.

9h ago · The Motley Fool

Excited About Social Security’s Upcoming COLA Announcement? That’s Not the Only Change Set to Be Revealed Next Week

Pay close attention so you don't miss out on any key details.

13h ago · The Motley Fool

Social Security Is Announcing a Change to Retirement Benefits on Oct. 14

Are you prepared for this benefit change to hit your check?

20h ago · The Motley Fool

I Know I’ll Get Some Social Security in Retirement. Here’s Why I’m Planning Like I Won’t.

Social Security isn't disappearing, but it'll probably look different in the future.

1d ago · The Motley Fool

Weekend Reading For Financial Planners (October 10–11)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Fidelity is planning to raise its minimum asset threshold for RIAs on its platform to $100 million, with affected firms having until June 30, 2027 to reach this minimum or start the process of finding […]

1d ago · Michael Kitces

Social Security’s 2027 COLA Has a Massive Wildcard, Courtesy of President Donald Trump

Trumpflation, fueled by the Iran war, may lift Social Security’s 2027 raise well above projections.

1d ago · The Motley Fool

Social Security’s 3.5% COLA Forecast for 2027 Is Shaping Up to Be Unusually High

Potential bumps like this don't come around often.

1d ago · The Motley Fool

Avoiding Pump-and-Dump Scams

While it might be difficult to distinguish a pump-and-dump from enthusiastic, legitimate investment advice, here are ways to protect yourself.

1d ago · The Motley Fool

Providing Tools and Resources to Protect Investors

FINRA and other industry regulators offer free tools and resources to help investors research investment professionals, firms, and products with confidence.

1d ago · The Motley Fool

Be Wary of Pressure to Transfer Funds From Your Brokerage Account

Scammers often seek out older investors, typically by phone or email, impersonating trusted authorities.

1d ago · The Motley Fool

If the Experts Are Correct, Here’s How Much Your Social Security Checks Might Rise in 2027

You can start making an educated guess about how much your benefits might increase.

1d ago · The Motley Fool

You Have Less Than 3 Months to Complete Your 2026 RMD: 3 Big Mistakes to Avoid

The penalties can be steep if you miss an RMD, so be sure to avoid these mistakes.

2d ago · The Motley Fool

The 2027 Social Security COLA May Disappoint – Even if It’s as Big as the Experts Say It’ll Be

A large number doesn't tell the whole story.

2d ago · The Motley Fool

7 Charts For Client Conversations In Q3 2026: Interest Rates, The Fed, AI, And More

The third quarter of 2026 has seen a historic climb in interest rates, a new Federal Reserve rate hike cycle, and oil prices surging back above $100 a barrel. Given this combination of developments, many investors might have assumed that equity markets would struggle heading into year-end. Yet the S&P 500 notched its 27th record […]

3d ago · Michael Kitces

Social Security COLA Projections Are Slipping: What Retirees Need to Know Now

Retirees should still receive a decent-sized benefits boost.

3d ago · The Motley Fool

Social Security’s 2027 COLA Announcement Is 1 Week Away. Here’s What All Retirees Should Know

The big reveal doesn't have to come as a total shock.

3d ago · The Motley Fool

What Is Coast FI, and Can You Stop Saving for Retirement?

By Wes Moss, originally published at Capital Investment Advisors. I love seeing younger Americans think seriously about retirement, saving, and compound growth. So I understand the appeal of Coast FI—short for Coast Financial Independence. The idea is straightforward: Save enough early, and your investments may have time to grow toward your retirement goal without you […]

3d ago · Wes Moss