by Kenny | Mar 21, 2024
The calendar page has turned and 2024 is well on its way. Before we get too far down the road, be sure to check out these changes around retirement savings. Every so often the federal government approves changes to the contribution limits for tax-advantaged retirement...
by Kenny | Mar 1, 2024
KEY POINTS More Americans are expected to turn 65 through 2027 than in any time in history. Despite the ‘silver tsunami,’ the correct age to retire is still in question. A fight is brewing in Washington over whether the mandatory retirement age for airline pilots...
by Kenny | Feb 23, 2024
The reality of quitting work can be far different from the fantasy. Here’s what you need to know Even if you love your job, there are times when you’d rather be alphabetizing the spice shelf than riding a packed train alongside hundreds of sniffling fellow...
by Kenny | Feb 15, 2024
If you have a dream destination in mind, careful planning and a willing boss could help you make the move ahead of schedule Rob Nehrbas was winding up his career as an executive at an Arizona-based laser device company he’d sold to a bigger competitor when he realized...
by Kenny | Feb 7, 2024
Get that 2023 refund fast and keep it safe from fraudsters Financial advisers usually tell you that it’s bad to get a big tax refund. A refund, after all, is money you paid the government that you didn’t owe. You could have used that money during the tax year instead...
by Kenny | Feb 1, 2024
A few reasons to consider buying an annuity include the tax advantages, income for life and customization options for added benefits. The Annuity.org editorial team interviewed annuity buyers and financial experts to understand the best reasons to purchase one and how...
by Kenny | Jan 25, 2024
Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement. Planning for retirement is tricky. There can be a lot of uncertainty involved. You try to make good decisions with the information you...
by Kenny | Jan 19, 2024
When setting up your financial retirement plan, you’ll likely consider various options for how you plan on covering the bills in your golden years. With soaring inflation and aggressive rate hikes from the Fed, annuities have become more popular recently, as those...
by Kenny | Jan 11, 2024
“The future ain’t what it used to be,” the inimitable Yogi Berra once said. Yogi knew the future is unpredictable. No one in 2019 could have predicted a devastating worldwide pandemic in 2020. Nevertheless, we can look to the past for hints on how the next year may...
by Kenny | Jan 5, 2024
Inflation adjustments and the phase-in of Secure 2.0 provisions have implications for retirement savers and retirees alike. The dawning of 2024 will usher in more changes than usual on the retirement-planning front. As is typical with the turn of the calendar page,...
by Kenny | Dec 28, 2023
How changes in Social Security, Medicare, taxes and more will affect your finances For most people, retirement finance is a delicate balance between income that’s likely less than what you made while working and expenses that may be lower in some areas (no more...
by Kenny | Dec 20, 2023
While inflation has been falling in recent months, seniors remain especially vulnerable to price increases, experts say. Social Security recipients and others on fixed incomes will soon see a slight increase in their monthly benefit checks from the U.S. government....
by Kenny | Dec 14, 2023
As 2023 comes to a close, many Americans are turning their attention to 2024 and contemplating resolutions for the new year. Many focus on financial resolutions. as people seek to earn more or create breathing room in their budget. For some, making a commitment...
by Kenny | Dec 8, 2023
Yes. If you become disabled after filing early for retirement benefits, you may be able to change to Social Security Disability Insurance (SSDI). Similarly, if you retire early but belatedly discover that an existing condition might have qualified you for a higher...
by Kenny | Nov 30, 2023
A few reasons to consider buying an annuity include the tax advantages, income for life and customization options for added benefits. The Annuity.org editorial team interviewed annuity buyers and financial experts to understand the best reasons to purchase one and how...
by Kenny | Nov 25, 2023
Take these steps together to help you both get the retirement you want Retirement can last for decades, so the choices you make in the years leading up to it will have huge implications for your financial security, lifestyle and legacy during your golden years. They...
by Kenny | Nov 16, 2023
Get trusted annuities advice, news and features. Find annuities tips and insights to further your knowledge on kiplinger.com. Rising interest rates are making annuities more attractive to investors, so much so that annuity sales are smashing records set in 2008 during...
by Kenny | Nov 9, 2023
A budget is the best way to avoid running out of money in retirement Too many online shopping sprees. Frequent dinners at your favorite steak house. Pricey vacation getaways. And, of course, high inflation. Houston, we have a problem: Many retirees are spending way...
by Kenny | Nov 2, 2023
A recent retiree shares lessons learned late about saving money and spending time Everyone nearing retirement has a vision of what their road will be like once they clock out of the 9-to-5. Maybe that prophecy includes regular travel, longer trips to see the...
by Kenny | Oct 27, 2023
As inflation lingers, the Social Security Administration (SSA) is boosting its cost of living adjustment (COLA) for benefit checks in 2024. It’s just one of many changes announced by Social Security recently. Here are some key changes to Social Security happening next...
