Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a survey by Vanguard of investors on its platform found that many of those who have engaged with Artificial Intelligence (AI) tools for money management or planning actually value their (human) advisor more because of […]
Michael Kitces
Retirement definitely isn't something you want to rush into if you're not ready.
It's not just retirees who are impacted by Social Security changes.
One can argue that financial planning is, at its core, about navigating different choices and trade-offs. Some decisions can have outsized practical, financial, and emotional impacts, such as when to retire, quit a job, or start a business. Succeeding and failing will each bring high consequences, and many people opt to “keep their options open”… […]
Michael Kitces
Though President Trump pledged to leave Social Security alone, he’s inadvertently hurting the program’s financial outlook.
By Wes Moss, originally published at Capital Investment Advisors. Higher interest rates may sting borrowers and cause existing bond prices to fall. But for retirees and near-retirees, they may also restore something that had been missing for years: the ability for the conservative side of a portfolio to generate potentially meaningful income. For more than […]
Wes Moss
This latest raise is one of the larger bumps in recent years.
2027 is set for another large pay bump for Social Security beneficiaries.
The latest Social Security update goes well beyond a COLA.
If you've been waiting to see how much benefits will increase in the new year, you finally have your answer.
Social Security beneficiaries will see their monthly payouts grow by 3.6% in 2027.
Sec. 530A accounts a.k.a. Trump Accounts (TAs), the ‘starter’ retirement accounts for children under 18 that were created under the One Big Beautiful Bill Act (OBBBA), have been available to open and fund since July 4, 2026. And during that time, they’ve gained modest traction: according to Treasury Department estimates, around 7–8 million children have […]
Michael Kitces
Star the stocks you care about and follow their prices and news in one place.
Start your Watchlist
