Finance

Because Social Security has been around for decades, you might assume that the program stays pretty much the same from year to year. But this is not necessarily true. Social Security has already undergone some pretty significant changes in 2024. Now that we’re halfway through the year, it’s important to be aware of these key things. 1. Next year’s cost …

Sharing is careful! As we reach the middle of the year, it’s an opportune time to assess our financial situation. A mid-year financial reset allows you to review and potentially adjust your money management practices to ensure you are on track to achieve your goals by the end of the year. The need for a mid-year financial health check Conducting …

Inside the Creative House / iStock.com When it comes to funding their golden years, most Americans rely heavily on their 401(k) retirement accounts to make it happen. But for 67-year-old retiree Therese R., this widely accepted wisdom doesn’t JUST look. In fact, she has some regrets about dipping so heavily into her 401(k). Here’s why one retiree regrets investing in …

Pekic/Getty Images Retirement should be a time when you can finally travel, hit a little white ball around green landscapes and spend quality time with family and friends – not your mechanic. So, especially if you’re on a fixed income, when it comes to cars, you want a reliable ride that’s light on fuel and maintenance costs. “The key for …

According to Charles Schwab’s Modern Wealth survey, nearly two-thirds of Americans feel like they are in a better position to achieve their financial goals than previous generations. Rob Williams, Charles Schwab’s Managing Director of Financial Planning, Retirement Income and Wealth Management, sits down with Alexandra Canal on Wealth! to discuss the reasons why Americans – across all age demographics – …