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Will your retirement plans survive contact with reality
You thought you were on track with your retirement planning. You worked with a financial advisor, you maximized your Social Security, and you were a savvy investor. However, according to a recent survey, only 40 percent of respondents who retired…
The latest 2027 COLA projections
The predictions for the 2027 Social Security cost-of-living adjustment (COLA) increase have begun. With the release of the most recent data from the Bureau of Labor Statistics (BLS), experts, including the Congressional Budget Office, have updated their forecast models. However,…
2026 filing season updates and resources for seniors
There are some changes for the 2026 tax filing season that people who are 65 years of age and older should be aware of. The most recent being the enhanced deduction for seniors, which is a provision of the One,…
7 Ways Veterans Can Protect Themselves From Scams
Veterans have served our country with honor and deserve to be protected from threats to their benefits and personal information. Unfortunately, scammers often pose as employees of the Department of Veterans Administration (VA) and contact veterans by mail, phone, email,…
Turning bricks and mortar into retirement income
The baby boomer generation currently makes up most of the American retirees, and they are sitting on a record $19 trillion in real estate wealth. For some, home equity accounts for one-third of retirees’ financial assets, whereas traditional retirement savings…
Updates to Social Security to be aware of
We have all seen the media headlines announcing the 2026 Social Security COLA of 2.8 percent. The Medicare Part B premium is increasing by 9.7 percent to $202.90. However, there are more changes to Social Security in 2026 that you…
New Supplemental Security Income Improvements Team
In September 2025, Commissioner Bisignano created a new SSI Improvement Team to make SSI processing more efficient, reduce improper payments, speed up automation, and help SSI recipients comply with program requirements. Continue reading here… Notice: The link provided above connects readers…
Working a side gig to make ends meet
Are you working a side gig to supplement your income or your retirement? You are not alone. A recent survey from My Guide to Retirement reports that “44 percent of respondents said they took on an extra gig to achieve…
Will $2 million be enough for your retirement
A recent survey by BlackRock reported that the average American said they needed $2.09 million to retire comfortably. That’s an astronomical figure for many of us. Even BlackRock’s CEO, Larry Fink, wrote. “That’s a lot and more than I was…
Stretching your Social Security benefits
Nearly 22 million seniors rely on their Social Security benefits for the entirety of their retirement income, according to a recent 2025 survey. The same survey reports that an estimated 31.8 million seniors get by on less than $2,000 a…