Tara Moore | Getty Images Social Security beneficiaries could be in for a bigger cost-of-living adjustment next year, if current economic trends continue. But just… Read More »Social Security’s cost-of-living adjustment could be higher next year. But that doesn’t necessarily mean the money will go further
In this article MBAYX Caiaimage/Robert Daly | Getty Images Chances are that deciding when to claim Social Security likely will be one of the biggest… Read More »How long does it really pay to wait to claim Social Security? Getting these benefit questions wrong could cost you
Aimstock | Getty Images If you receive Social Security or Supplemental Security Income benefits and are still waiting on a stimulus check, you should file… Read More »Social Security beneficiaries urged to file tax returns to get missing stimulus checks
Bill and Melinda Gates Frederic Stevens | Getty Images Sure, you likely have nowhere near the wealth held by divorcing couple Bill and Melinda Gates.… Read More »Bill and Melinda Gates apparently had no prenup. Here’s why you should consider one, ultra-wealthy or not
House Ways and Means Committee Chairman Richard Neal. Matt Stone | Boston Herald | Getty Images The House Ways and Means Committee is poised to… Read More »House committee to consider ‘Secure 2.0’ retirement bill this week. Here’s what’s in it
Kelvin Murray | Getty Images It’s no secret that the Covid-19 pandemic has hurt workers of all ages. Yet when it comes to older workers… Read More »Why some older workers fared worse during Covid-19 than the Great Recession
Drew Angerer | Getty Images News | Getty Images Investors fearful of President Joe Biden’s proposal to raise taxes on capital gains might be thinking… Read More »Selling assets to avoid a higher capital gains tax? You may trigger another tax
As part of a massive new spending package, President Joe Biden is calling on Congress to enact legislation to allow students to enroll in community… Read More »Biden’s American Families Plan could make free college a reality
The Good Brigade | DigitalVision | Getty Images Confidence in Social Security and Medicare hit all-time highs among both workers and retirees, a sentiment somewhat… Read More »Defying the pandemic, Social Security and Medicare optimism are at all-time highs
kate_sept2004 | E+ | Getty Images A sixth batch of $1,400 stimulus checks has gone out, bringing the total number of payments sent to date… Read More »New batch of $1,400 stimulus checks includes more payments for people who recently filed their tax returns
Paige Santillo worries about not being able to pay for her medication without health insurance. Source: Paige Santillo The help from the government seemed to… Read More »Unemployed Americans struggle to get promised free health insurance in pandemic
Image by Marie LaFauci | Moment | Getty Images Any possible tax changes for ultra-high-net-worth and high-net-worth investors could result in an increased tax burden. That means… Read More »Op-ed: Here’s how to reduce exposure to tax increases with charitable contributions
Luis Alvarez | DigitalVision | Getty Images More than ever, young investors are engaging with the stock market. An E-Trade study found that 51% of… Read More »Op-ed: Advisors must meet the digital demands of young investors
Tetra Images | Tetra images | Getty Images Next year’s tax return is probably the last thing on most Americans’ minds right now. With millions… Read More »Here are smart steps to take now to make tax filing easier for 2021
MoMo Productions Parents may soon start getting monthly payments from the IRS, due to a recent change to the child tax credit. IRS Commissioner Charles… Read More »New $3,000 child tax credit payments set to start in July. Here’s what to know
Tanya Constantine | Tetra images | Getty Images For a while there, it looked like tax season might not deliver the usual refund euphoria that… Read More »Here are some smart things to do with your tax refund
Ariel Skelley | The Image Bank | Getty Images With age comes increased frugality. As people reach retirement age, it’s been common practice to get… Read More »Op-ed: More boomers are choosing to ‘upsize’ their homes in retirement
Luis Alvarez | DigitalVision | Getty Images Ivory Johnson was one of the many financial advisors who were forced to pivot quickly when the pandemic… Read More »Advisors are changing how they communicate with clients due to pandemic. Here’s what to expect
Westend61 | Westend61 | Getty Images Stocks are booming and seniors are struggling with long-term unemployment. Taken together, poor job prospects and a healthy nest… Read More »Retiring soon? Why the popular 4% withdrawal rule may be a bad idea
Win McNamee | Getty Images News | Getty Images Taxes on retirement savings are inevitable — it’s really a question of now or later. President… Read More »Biden tax plan may lead to more Roth retirement accounts