Social Security 2025 COLA Estimate Jumps to 2.4%
By John ManganaroHigher-than-expected inflation in February has pushed the 2025 Social Security COLA projection up meaningfully.
March 11, 2024
What Same-Sex Couples' Different Life Spans Mean for Their Retirement PlanningJ.P. Morgan's new Guide to Retirement reveals a pitfall of relying too closely on "average" life expectancy.
March 11, 2024
New SmartAsset Service Aims to Boost Client ProspectingThe subscription marketing platform provides referrals in set ranges, depending on the plan.
March 11, 2024
Biden's 2025 Budget Continues Fight Against Mega RothsThe proposal might limit rollovers into Roth IRAs and require some IRA holders to take big distributions.
March 11, 2024
Immediate Annuities Can Help Some High-Net-Worth Clients: Tax AttorneyFor some, Jack Elder says, protecting invested assets might be worth generating additional income taxes.
March 11, 2024
CDC Posts Another High U.S. Monthly Death CountThe early total for the four-week period ending Feb. 24 is 10% above the pre-pandemic normal.
March 11, 2024
5 Signs High-Income Americans Are Feeling the SqueezeA Prudential subsidiary found that some are skipping meals or selling possessions to cope with their bills.
March 11, 2024
Experts Predict Quick OMB Review of Final DOL Fiduciary RuleFinancial professionals offering one-time advice should act in clients' best interest, a CFP Board survey found.