The holiday season is a time for deep reflection. And for me this year, that has meant reflecting on some of my favorite stocks and leaders to follow. Netflix (NFLX) has come to the forefront of my mind as the year winds down, in part after seeing Beyoncé ride out on a majestic white horse … Read more
Last week, our son graduated from middle school. He will start high school in a few months. Wow, where did the time go? It feels like he just started preschool a few years ago! RB40Jr is a teenager now and he’s taller than I am. That’s nuts. Parents, enjoy your kiddos while they’re small. They’ll … Read more
Home » Podcasts » Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417 April 27, 2024 Chris sits down to discuss listener questions relating to Social Security, survivor benefits, spousal benefits, and COLAs. (3:45) Georgette looks for clarification on collecting a Social Security survivor benefit. (20:45) A listener wonders if she can qualify for child-in-care spousal … Read more
July 13, 2024 In this episode Chris and guest Paul Neiffer, CPA will tackle listener tax questions. (3:45) A listener’s conversation with their sister has them wondering what strategies are recommended for the last high-earning year before retirement. (19:00) George plans to sell his rental property and is trying to understand what tax forms he … Read more
WASHINGTON—AARP Chief Executive Officer Jo Ann Jenkins released the following statement in response to today’s announcement of a 3.2% cost-of-living adjustment (COLA), or an average of $59 more per month, in Social Security income: “Retirees can rest a little easier at night knowing they will soon receive an increase in their Social Security checks to help … Read more
Tim Kitchen | The Image Bank | Getty Images There may not be a lot of homes for sale these days, but there is a lot of housing space sitting empty. In fact, the most in recorded history. The number of extra bedrooms, which is defined as a bedroom in excess of the number of … Read more
Before you dive into the house hunt, having a good handle on your budget is crucial — specifically, how much you can afford to pay monthly on your mortgage payment. There are several ways to gauge this, but one of the most popular strategies is called the “28/36 rule.” Here’s how the 28/36 rule can … Read more