
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…

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…

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…

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

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…

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…

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…

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

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…

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…

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…

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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