Social Security COLA Could Be 3.6% in 2027
By Melanie WaddellThe CPI-W rose 3.4% in July from a year earlier.
August 11, 2026
American College Introduces DAF Designation ProgramThe inaugural Donor-Advised Fund Certified Professional coursework begins Sept. 1.
August 11, 2026
When Older Clients Remarry, Prepare for These Planning ChallengesMerging two established financial lives creates complications that aren't usually faced by younger couples.
August 10, 2026
She Wanted to Hire a Financial Advisor. Her Boyfriend Said No.Prospective female clients sometimes drop advisors after romantic interests object, advisors say.
August 07, 2026
6 IRA Mistakes to AvoidThese accounts come with tax implications and some planning strategies your clients might not know about.
August 07, 2026
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Why 'Breakeven' Framing for Social Security Claiming May Be 'Deeply Misguided'The way the decision is presented to retirees "dramatically shapes the decisions they make," economist Jeffrey R. Brown says.
August 06, 2026
Nearly Half of This Social Security Benefit Goes UnclaimedForty-five percent of eligible children don't get survivor benefits, but advisors can help.
August 06, 2026
Watch This Trend Around Qualified Small-Business StockAt least seven states do not recognize the exclusion of capital gains on this stock, and the list is growing.