The Social Security COLA is lower than it’s been in four years. Here’s what that means for your spending.
The Social Security cost-of-living adjustment, or COLA, for 2025 is a 2.5% increase. That means the monthly benefits checks ...
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5 Best Bank Accounts To Have If You Plan To Retire in the Next 5 Years
You spend a good portion of your life working and planning for your golden years, but your work isn't done after you say ...
I’m 57 and will soon have more than $3 million from a business sale. My rich boss trusts his financial adviser, but he inherited his millions. Still, should I try his adviser?
I am 57 years old, have $450,000 saved for retirement and will soon receive $3-$4 million from a business sale as a key employee. I will continue working at $350,000-$550,000 per year with the company ...
I asked a millennial, Gen Xer and baby boomer for their best money tips for young people today
To tap into generational wisdom, I asked millennial, Gen X and baby boomer financial experts about their early 20s and how ...
The Best Flexible Strategies for Retirement Income
However, some retirees might find a more flexible approach to retirement withdrawals more appealing. Strategies that involve changing withdrawal amounts from year to year—taking lower withdrawals in ...
The Seven Key Milestone Ages in Retirement
These seven milestone ages mark your eligibility for significant retirement benefits, including catch-up contributions and ...
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Americans 55+ Optimistic About Income, but Chart a Cautious Course for 2025 Spending
A version of this article originally appeared in ROAR Forward as part of a collaboration with their quarterly ROAR Report.
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Big Financial Goals for 2025? Start Small (Like Finding Your Tax Forms)
Clarence Birdseye did as much to change our world as Jonas Salk, Thomas Edison, Henry Ford, Alexander Graham Bell, Steve Jobs or the Wright brothers. Yet, few know his backstory. Epic innovations have ...