Why a Bigger Social Security COLA Could Lead to a Tax Headache
Social Security benefits will receive a 3.6% COLA in 2026.
2 min read · Updated 2026-10-25All topics / Topic
Medicare and Senior Benefits
Medicare, senior benefits, and making sense of eligibility and coverage.
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The Hidden Catch Behind a Bigger Social Security COLA in 2027
If a 3.6% Social Security cost-of-living adjustment, or COLA, sounds like good news, it is easy to see why. Recent benefits rose by only 2.8%, and inflation quickly weakened that…
2 min read · Updated 2026-10-25Working Retirees Will Be Able to Earn $1,080 More in 2027 Before a Social Security Rule Changes
The Social Security Administration (SSA) has released updated 2027 benefit figures, including adjustments to the earnings limits that apply to people who start collecting benefits…
2 min read · Updated 2026-10-24How Social Security Benefits for Women Vary by Age
The Social Security Administration figures your benefit by looking at your 35 highest-earning years, adjusting those earnings for inflation, and running them through the primary…
3 min read · Updated 2026-10-24How $57,000 in Treasury Interest Could Lift a Retiree’s Medicare Premium Two Years Later
Treasury interest earned in one year can set Medicare IRMAA premiums two years later, surprising retirees after the income is gone.
5 min read · Updated 2026-10-24Why a Retiree’s Treasury Interest in 2026 Could Lift His Medicare Premium in 2028
Treasury bills can seem like an easy, low-risk choice for retirees with substantial cash balances, but a tax rule that many people overlook can turn a strong year of interest into…
4 min read · Updated 2026-10-24Retiring Can Reset a Medicare Surcharge Tied to Old Income, Potentially Cutting Thousands Off Your Bill
Medicare can add an income-based surcharge tied to earnings you no longer receive, and many new retirees do not realize a federal rule may help erase thousands of dollars in extra…
4 min read · Updated 2026-10-24Average Social Security benefits from 62 through 80
Below is a look at the average monthly retired-worker benefit by age, using the latest available data.
3 min read · Updated 2026-10-24A 37-Year-Frozen SSI Savings Cap Could Jeopardize Benefits Even After a 3.6% COLA Increase
4 min read · Updated 2026-10-24A 37-Year-Old Asset Limit Could Jeopardize SSI Benefits Even After a 3.6% COLA Increase
SSI recipients are expected to see a larger monthly payment in 2027, but an old savings cap may make it difficult to hold onto that increase without putting benefits at risk.
3 min read · Updated 2026-10-2417 Medicare Treatments That Could Be Tougher to Access in 2026
Staying healthy and keeping expenses under control are both central to financial well-being, and Medicare plays a major role in helping retirees manage those goals. Still, the…
5 min read · Updated 2026-10-2417 Medicare Treatments That Could Face More Hurdles in 2026
Staying healthy and keeping expenses under control are both important parts of financial well-being, and Medicare plays a major role in helping older adults manage those goals.
5 min read · Updated 2026-10-24