MYSTERIOUS: 56 - You Need To See This

Who Will Shoulder The Cost of Social Security’s Deficit?

Social Security has long been a financial lifeline for millions of Americans—but behind the scenes, the system is under growing pressure. With more retirees drawing...

Saving Advice · Apr 8

Trump’s hyped $1,000 tax bonanza claim crashes and burns, leaving everyday Americans with an embarrassingly small sum

Americans expecting a significant boost to their tax refunds this season, following President Donald Trump’s claims of the ‘largest tax refund season of all time,’ are actually seeing a more modest increase than initially hyped. According to UNILAD, a March 20, 2026, report from the IRS indicates that the average…

The Mary Sue · Apr 8

I’m a Financial Planning Expert: Common Tax Mistakes Seniors Make and How They Impact Retirement Income

Financial experts Tyler End and Lance Morgan explained tax mistakes seniors make including poor withdrawal sequencing, ignoring Medicare costs and more.

GOBankingRates · Apr 8

5 Ways To Create Your Own COLA Now If You’re Worried About a Smaller Social Security Raise in 2027

Medicare Part B and other expenses can eat into Social Security's cost-of-living adjustments. Learn how to boost your Social Security income for 2027.

GOBankingRates · Apr 8

We're 59 and Retired With $5.3 Million. We Want to Spend $250,000 a Year Until Medicare and Social Security Start. Are We Nuts?

We are retired and want to spend $250,000 a year, but once Medicare and Social Security start, we'll need less. Are we nuts?

Kiplinger · Apr 8

Oregon Could Be the Retirement Haven You Don't Know About: 13 Facts to Consider, From a Financial Planner Who Lives There

Looking for a great retirement destination? Oregon has no sales tax, no state tax on your Social Security, highly rated health care and a temperate climate.

Kiplinger · Apr 8

Will the Social Security Trust Fund Be Depleted By 2027?

If you’ve seen headlines claiming Social Security could run out of money soon, you’re not alone, and it’s enough to make anyone nervous. For millions...

Saving Advice · Apr 7

7 Things You Should Never Say to Someone Claiming to Be From Medicare

No one expects danger when they hear their phone ringing. In fact, most older adults assume it’s their family calling to check in or their...

Saving Advice · Apr 7

Seniors 65+ Could Claim a $6,000 Tax Break — But Most Don’t Know How It Works

If you’re 65 or older, there’s a new tax break that could quietly save you thousands—but many seniors don’t even realize it exists yet. Starting...

Saving Advice · Apr 7

Social Security Scam Surge: Ask This One Question Before You Give Your Number

If you’ve gotten a call, text, or email about your Social Security benefits recently, you’re not alone—and you may have been targeted. Scammers impersonating the...

Saving Advice · Apr 7