All topics / Topic
Money
Money, savings, benefits, and everyday financial planning.
Guides
3 Major Social Security Updates Expected in 2027 Beyond the Benefit Increase
4 min read · Updated 2026-10-01Why Many Americans End Up Paying for a “Free” Yearly Doctor Visit
After relocating to West Virginia, Steve Kuo enrolled in a new health plan that would cost him $500 a month. One thing made that premium easier to accept: He believed he was…
10 min read · Updated 2026-10-01Arkansas Bank Alerts Customers After Vendor Sent File to Wrong Recipient
An Arkansas bank is alerting customers after a third-party vendor sent a file containing Social Security numbers and account information to the wrong employee at another financial…
1 min read · Updated 2026-10-01A 63-Year-Old’s $60,000 in After-Tax 401(k) Savings Could Be Taxed Twice Without One IRS Form
After-tax 401(k) contributions moved into a traditional IRA can be taxed again unless Form 8606 is filed to document the nondeductible basis.
5 min read · Updated 2026-10-01How a 63-Year-Old’s $60,000 in After-Tax 401(k) Savings Could Face Tax Twice Without One Key Form
After-tax 401(k) contributions have already been taxed once, but a routine rollover into a traditional IRA can expose them to tax again. One little-known form can determine…
4 min read · Updated 2026-10-01How Much Cash the Typical 54-Year-Old Keeps in the Bank Today
Turning 54 can be an important checkpoint for people thinking seriously about retirement. At this stage, many start wondering how their savings stack up against others, especially…
5 min read · Updated 2026-10-01Social Security expands online services and disability claim notices
Social Security has announced new improvements to my Social Security, broadening self-service features and expanding the notices available to people going through the disability…
2 min read · Updated 2026-10-01Retirement Specialist Says 67% of Americans Worry About Outliving Their Money More Than Death
Many Americans say they are more afraid of running out of money than of dying, and the concern does not stop with those who have modest savings. Even people with millions in…
4 min read · Updated 2026-10-01The Social Security Earnings Cap of $65,160 That Applies Only in Your Full Retirement Age Year
IvyJW0821 / Shutterstock.com
3 min read · Updated 2026-10-01The $65,160 Social Security Earnings Cap That Applies Only in the Year You Reach Full Retirement Age
Working while receiving Social Security may seem simple enough, but earnings limits can change the picture quickly depending on how close you are to full retirement age.
2 min read · Updated 2026-10-01Social Security’s COLA Update Arrives Oct. 14, Along With Several Other Key Announcements
The date of Oct. 14 will bring more than the official 2027 Social Security COLA announcement. Retirees and workers alike are set to learn several other important updates that…
3 min read · Updated 2026-10-01