The Social Security system was one of the “top-ranking worries” of Americans as of April 2025, according to a Gallup survey. Approximately 52% of those surveyed expressed concerns about the system, representing a nine-percentage-point year-over-year (YoY) increase. Gallup noted that this was the highest YoY increase over the past 15 years. Similarly, about 59% of […]
Marguerita Cheng
Working seniors could get a little more breathing room in their budgets next year thanks to this small change.
Social Security’s 2027 cost-of-living adjustment (COLA) will be especially pronounced in 10 states.
While working as a financial advisor can be attractive based on the ability to make a positive difference in clients’ lives, at the end of the day it is a business and the source of a firm owner’s livelihood. Amidst this backdrop, it’s important for firm owners to pay close attention to their profitability, as […]
Michael Kitces
The 2027 COLA has officially been set at 3.6%.
The ultra-wealthy have a few things in common.
There’s a potentially steep price to pay for one of the largest Social Security raises since 1993.
Seemingly small shortfalls can become big problems when allowed to accumulate over several years.
While "no taxes" sounds like a great break for seniors, it's not entirely accurate.
It's good news for the program but a blow to some people's paychecks.
Don't wait until you get your tax bill to start preparing for this.
Take advantage of the last few weeks of 2026 to set yourself up for a strong start next year.
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Rick Kahler