One Big Beautiful Bill Act: Senior Deduction Explained
As part of the Big Beautiful Bill Act, seniors can take advantage of a new $6,000 tax deduction that may help them cover the rising costs of housing, health care, and daily living by potentially allowing more of their income to remain untaxed.
The Power of Longevity: How to Ensure Your Wealth Lasts as Long as You Do
Discover investment and spending strategies to ensure your wealth supports you throughout retirement.
New Social Security Identity Verification Rule: Are You Affected?
Starting April 14, some Social Security applicants must verify their identity in person. Learn who’s affected and how to prepare.
The Social Security Fairness Act Increases Benefits for Millions
Under the Social Security Fairness Act signed by President Biden on January 5, 2025, almost 3 million Americans will receive a boost to their Social Security benefits.1 This bill, which had bipartisan support, restores full Social Security benefits to some public-sector employees, including teachers, law...
Navigating Inflation in Retirement
Navigating inflation in retirement can help ensure financial security and peace of mind. Learn strategies to protect your savings.
The Economic Impact of an Aging World
French markets faced a bond sell-off due to political shifts, highlighting the economic impact of changes in retirement age and social spending programs.
The Silver Tsunami: Trends and Challenges in Retirement
Explore The Silver Tsunami as a record 4.1 million Americans turn 65 in 2024, impacting retirement planning and financial security.
May is Older Americans Month
Join us in honoring the contributions of older adults during Older Americans Month 2024.
April is Social Security Month
Explore the significance of Social Security Month for retirement planning and financial education. Join us for Social Security Month 2024.
How to Make Sure Your Retirement Assets Last as Long as You Do
This article explores 6 key strategies to help you ensure your retirement corpus doesn’t deplete prematurely.