Experts Can’t Agree Next: The Next Social Security COLA
As inflation data fuels debate, analysts clash on the 2027 Social Security COLA, with projections split between 3.8% ...
Retirement Investing
On this Retirement Investing tag page, you'll find 3 articles covering dividends, income funds, and smart retirement picks to grow and protect your nest egg.
15 articles
Three ETFs Beat Target-Date Funds for You’re Retiring 2030s
A fresh framework shows a simple trio of ETFs may match the glide-path goals of target-date funds for those planning ...
Bill Miller Playbook: Lincoln and Retirement Bets Today
Lincoln Financial is positioned as a stable anchor for retirement, while three Miller-style bets—Strategy, Nabors, an...
Greenblatt Magic Formula: Block in Retirement Investing
As markets wobble, retirees seek steady income and resilient value. This piece examines how H&R Block, Molina Healthc...
Healthy Year, Medicare Advantage: A Cost Tradeoff Today
Retirees face a sharp cost split under Medicare Advantage: healthy years bring savings, while cancer years can spike ...
Does SCHD Deserve Core Dividend Slot in a $500K Portfolio?
A retiree faces a pivotal choice between VIG and SCHD to anchor a $500,000 dividend strategy. The decision hinges on ...
Social Security’s Billion Giveaway Hits a Wall Today
A robust May jobs report upends expectations for a large 2027 COLA, threatening the size of social security’s billion...
Alphabet vs Amazon: Which Is the Better Dip Buy Right Now?
Alphabet and Amazon just posted strong Q1 results as AI infrastructure spending accelerates. This article weighs whic...
Retirees Furious That Their COLA Lags Healthcare Costs
Health care cost growth continues to outpace Social Security COLAs, sparking protests from retirees and prompting con...
Social Security Retirees Face Hidden Tax in 2026 COLA
The 2026 Social Security cost-of-living adjustment adds dollars to checks, yet rising Medicare premiums and IRMAA sur...
Capital Gains Bracket for Retirees: Tax-Free Gains
Retired couples can unlock cash from big gains without federal taxes by coordinating income and investments within th...
Deferral Myth Trapping Retirees: Proactive Tax Planning Wins
Retirees face rising tax headwinds as withdrawals, Social Security, and Medicare premiums stack. A shift to proactive...