4 Reasons I Regret Relying Solely on Social Security When I Retired Jean and Edward Lewis of Texas retired on only Social Security income and have some regrets about it. Read on to find out why. GOBankingRates · Feb 3
Medicare Savings Programs Are Accepting New Applications Again For millions of seniors, a rejection letter from a state Medicaid office feels like a final verdict. If you applied for help with your Medicare... Saving Advice · Feb 2
Elon Musk says you don’t need to save for retirement, but his sci-fi reason sounds closer to reality than we’d like to admit I get it, but that's a rich-only outcome. We Got This Covered · Feb 2
7 Tax Thresholds That Hit Harder Than Marginal Rates When we talk about taxes, we usually obsess over the marginal brackets—12%, 22%, or 24%. We fear moving into a higher bracket, forgetting that marginal... Saving Advice · Feb 2
5 Paperwork Errors That Delay Refunds for Weeks The IRS processes millions of tax returns per hour during peak season, relying on automated filters to approve refunds. When a return passes these filters,... Saving Advice · Feb 2
The $184,500 Social Security “Wage Wall”: Why High-Earners Just Saw Their First Paycheck Deduction Jump This Morning If your paycheck was smaller than expected this morning and you earn a higher income, you didn’t imagine it. Many workers are hitting what’s known... Saving Advice · Feb 2
Here’s How Much You Need To Retire With a Modest $50K Lifestyle Regardless of whether you're a soon-to-be retiree or you have decades until retirement, the question of how much you need to save can be overwhelming. GOBankingRates · Feb 2
65 or Older? Cut Your Tax Bill Before the Clock Runs Out Thanks to the OBBBA, you may be able to trim your tax bill by as much as $14,000. But you'll need to act soon, as not all of the provisions are permanent. Kiplinger · Feb 2
7 Unexpected Ways Monthly Deposits Shrink After Retirement We often assume that once we retire, our monthly income becomes a fixed and reliable number. We spend years calculating our Social Security benefit down... Saving Advice · Feb 1
The Medicare Part B Increase That’s Reducing Social Security Checks By About $185/Month in 2026 If you’re retired, planning to retire, or even just watching your future finances with one wary eye, here’s a headline that deserves your attention. A potential Medicare Part B premium increase in 2026 could translate into Social Security checks shrinking by as much as $185 per month for some Americans,… The Free Financial Advisor · Feb 1
Rising Retirement Costs Are Forcing Some Men Over 50 to Rethink Marriage Marriage has always been about more than just romance, but for men over 50, the financial stakes are higher than ever. With retirement looming and costs skyrocketing, many are reevaluating whether tying the knot makes fiscal sense. From healthcare premiums to housing expenses, the price of partnership can be steep.… Clever Dude · Feb 1
What 2026 Senior Tax Deduction Means for Social Security and Retirement Planning New tax rules for seniors bring bigger deductions, potential refunds & planning opportunities, with impacts on retirement income & Social Security. GOBankingRates · Feb 1
Retirement Planning: How Each Generation Should Account for Social Security Social Security plays a different role for each generation — here’s how people can factor benefits and future changes into smart retirement planning. GOBankingRates · Feb 1
I'm a Financial Adviser: This Is the $300,000 Social Security Decision Many People Get Wrong Deciding when to claim Social Security is a complex, high-stakes decision that shouldn't be based on fear or simple break-even math. Kiplinger · Feb 1
Kiplinger · Feb 1 4 Ways Washington Could Put Your Retirement at Risk (and How to Prepare) Legislative changes, such as shifting tax brackets or altering retirement account rules, could affect your nest egg, so it'd be prudent to prepare. Here's how.
Saving Advice · Jan 31 9 Little-Known Triggers That Stall Benefit Processing The Social Security Administration (SSA) sends out millions of payments every month with impressive accuracy. However, the system is automated and highly sensitive to data...
Saving Advice · Jan 31 7 Times You Should NEVER Let Someone “Help” You With Your Social Security Account The “my Social Security” online portal is the master key to your financial life. It controls where your monthly check is deposited, displays your tax...
Saving Advice · Jan 31 Local Libraries Are Offering Free Tax Help Again Tax season brings a wave of anxiety about forms, deductions, and potential audit risks. Hiring a CPA can cost hundreds of dollars that you simply...
GOBankingRates · Jan 31 5 Creative Things To Do With Your Social Security in 2026 Financial experts shared smart strategies for using surplus Social Security income, from investing for growth to charitable giving and building your legacy.
GOBankingRates · Jan 31 Why 2026 Social Security Check May Feel Smaller Than Anticipated Social Security’s new COLA boosts benefits, but Medicare premiums, IRMAA surcharges, Part D costs and tax withholding can shrink retirees’ real increase.
Fortune · Jan 31 Meet the first CEO of the IRS: A Jamie Dimon protégé facing a $5 trillion test this tax season Wall Street legend Frank Bisignano has become the most prominent businessperson to dive into government work.
Kiplinger · Jan 31 Filed for Social Security Too Soon? 2 Ways to Get a Do-Over If you've claimed Social Security too soon, two SSA rules allow a do-over. But be warned: Using them clumsily can lead to surprise repayments or lost benefits.
Saving Advice · Jan 30 State-Tax Surcharge Surprise: Some Regions Now Tax Social-Security Income Over $80K — With No Voter Notice A scary tax headline can make it sound like a brand-new bill showed up overnight and targeted retirees out of nowhere. In reality, state taxation...
GOBankingRates · Jan 30 What a $460 Monthly Cut in Social Security Would Mean for Millions of Retirees Social Security is facing funding issues, which could lead to a cut in benefits. Learn how a potential payout reduction could end up impacting retirees.
The Free Financial Advisor · Jan 30 Why Fixed Income Doesn’t Feel Fixed Anymore for Retirees in 2026 Everyone who’s retired or eyeing retirement remembers the day they first heard “fixed income,” pictured as a money safety net that kicks in like clockwork every month. That dependable paycheck — from Social Security, pensions, annuities, or bond interest — was supposed to be the rock in the shaky sea…