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Most retirees enrolled in Medicare Part B have the premium deducted directly from their Social Security payment.
Retirement Planning

My Social Security Got a Raise. Then Medicare Quietly Took Most of It Back.

Social Security’s annual cost-of-living adjustment (COLA) raises your monthly benefit, but a higher Medicare Part B premium can leave you with less of that increase to spend. Most retirees enrolled in Part B have the cost deducted from their Social Security payment. How much extra you get in 2027 will depend on the next COLA,… read more…

Financial Advisor

Ask an Advisor: Will My Wife Forfeit a Larger Survivor Benefit if She Claims Social Security Early?

If my spouse starts taking her own reduced Social Security benefit at age 62, (9/2026), can she switch to a survivor benefit upon my death and still receive 100% of a full spousal survivor benefit? I plan on waiting until age 70 (3/2030) to collect my maximum Social Security benefit. I am worried that claiming… read more…

Handing over a payroll check.
Income

2026 Paycheck Power Rankings 

The power of a paycheck depends on more than the dollar value printed on it. In some areas, higher salaries are offset by steep costs for housing and food. In others, modest earnings can stretch considerably further. The balance between income and expenses determines how much workers have left to save, invest or spend after… read more…

Eligibility rules, payment methods and tax treatment for the $5,000 dividend have not been set.
Financial Planning

Trump Election Dividend: How the $5,000 Payment Could Work and What You May Get

President Donald Trump announced on Sept. 9 that every adult U.S. citizen would receive a $5,000 payment if Republicans keep control of both the House and Senate in the 2026 midterm elections.1 That could mean $10,000 for a married couple. At the moment, there is no approved check, rebate or tax credit to claim. The… read more…

Editor's Picks

A couple determining whether they need a CFA vs. CFP®.
Certifications & Licenses

CFA vs. CFP®: Which Do You Need?

Chartered financial analyst (CFA) and certified financial planner (CFP) are common certifications for individuals working in finance, namely financial advisors. These are designed to tell a client (or employer) that the holder has received education in certain types of financial… read more…

Clients meeting with an advisor from a wealth management firm.
Brokerage

6 Tips for Choosing a Wealth Management Firm

Wealth management firms are all different, with their own specializations and services. As a result, the process for choosing a wealth manager is a very personal one. Wealth managers work closely together with their clients to identify financial goals and… read more…

A fee-only financial planner doesn't earn commissions for recommending certain products.
Advisor Fees & Costs

What Is a Fee-Only Financial Planner?

If a financial planner, financial advisor or another type of financial professional is fee-only, that means they receive compensation solely from the fees clients pay for their services. They do not earn commissions for recommending certain products. A fee-only structure… read more…

Investment Property
Real Estate Investing

Why First Homes Could Be Investment Properties

If you’re young and looking to purchase a new home to live in, you may want to consider turning it into an investment property. While most people wait until after they’ve bought their first or second home to begin investing in… read more…

Data Articles and Studies

Handing over a payroll check.
Income

2026 Paycheck Power Rankings 

The power of a paycheck depends on more than the dollar value printed on it. In some areas, higher salaries are offset by steep costs for housing and food. In others, modest earnings can stretch considerably further. The balance between income and expenses determines how much workers have left to save, invest or spend after… read more…

Passenger giving directions to the driver.
Income

Where Americans Are Hustling — 2026 Study

As the cost of living rises, one job is no longer enough for some workers to keep up with household expenses. As of 2026, 8.6 million Americans, or 5.3% of employed workers, hold multiple jobs. But multiple jobholding varies by region. In some states, second jobs remain relatively uncommon, while in others, workers are holding… read more…

Two female colleagues talking in the office.
Data Studies

Best and Worst Cities for Women in Tech — 2026 Study

Women remain underrepresented in the tech sector. According to the Equal Employment Opportunity Commission, women make up “nearly half of the total U.S. workforce … [but] just 22.6% of the high tech workforce.” Opportunities for women in tech can vary considerably by location, and these differences shape access to jobs, career advancement and earning potential.… read more…

Worried senior couple on the couch, looking at documents.
Income

Where Americans Are Broke — 2026 Study

Having a negative net worth means a household owes more than it owns, and high debt relative to assets is associated with greater perceived depression, more stress and poorer health. For nearly two decades before the Great Recession, the share of U.S. households whose debts equaled or exceeded their assets held fairly steady, then rose… read more…

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