Retirement Weekly
Stay ahead of the curve with the latest information about retirement, finances, tax planning, and the markets.
For decades, the traditional 60/40 portfolio—60% stocks and 40% bonds—has been presented as a balanced way to pursue growth while reducing risk. Stocks were expected to provide long-term appreciation,...
Headlines warning that Social Security is “running out of money” can make retirement feel uncertain. But the truth is more nuanced. Social Security is not expected to disappear, even if Congress fails...
On paper, a 2.8% increase in Social Security benefits sounds like a win.
In reality, many retirees are asking a different question: Where did the money go?
Between rising Medicare Part B premiums an...
Understanding CPI Adjustments and What They Mean for Your Retirement
When it comes to retirement planning, Social Security is often the backbone of income for millions of Americans. But here’s a crit...
If you’re 65 or older, you might have heard the buzz about a new $6,000 deduction that could reduce your taxable income. Headlines have painted it as a “free money” windfall for retirees—but the truth...
What Pre-Retirees Need to Know About Government Spending Cuts
If you're in your 50s and planning your retirement, there's a good chance you've heard the recent buzz about major federal spending cuts....
Is Social Security Secure? What You Need to Know
For decades, Social Security has been a cornerstone of retirement planning. But as headlines warn about its future, many retirees and those approachin...
Congress is at it again. They are trying to win votes at the cost of future retirees. This time by helping current retirees at the cost of future retirees.
The latest proposed cuts come in the form o...
The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage typically
...THE PROSPERITY NEWSLETTER
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