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Retirement planning

What to expect in 2024 State of the Union

by Adrian Jhonsan
What to expect in 2024 State of the Union

President Joe Biden delivers the State of the Union address to a joint session of Congress on Feb. 7, 2023 Pool | Getty Images How Democrats propose tackling Social Security’s …

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Categories World

How women can build wealth

by Adrian Jhonsan
How women can build wealth

The author, Bola Sokunbi Credit: Bola Sokunbi When it comes to managing money, women commonly use the word “fear” to describe what stands between them and the life they want. …

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Categories World

This is the No. 1 online brokerage for February 2024

by Albert Wagner
This is the No. 1 online brokerage for February 2024

Whether investing for retirement or just your own financial health, you may be considering an online brokerage account. But with dozens upon dozens of options to choose from, which should …

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Why Social Security beneficiaries may owe more taxes on benefits

by Adrian Jhonsan
Why Social Security beneficiaries may owe more taxes on benefits

Alistair Berg | Digitalvision | Getty Images A record 8.7% cost-of-living adjustment helped Social Security beneficiaries stave off the effects of inflation in 2023. But as they file their federal …

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Categories World

Homeownership is a hallmark of success for many Black adults

by Adrian Jhonsan
Homeownership is a hallmark of success for many Black adults

Maskot | Digitalvision | Getty Images While homeownership is out of reach for many Black Americans, most still see it as a hallmark of success. About 66% of Black Americans …

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Categories World

He got his student debt forgiven. And then a $56,801 refund

by Adrian Jhonsan
He got his student debt forgiven. And then a ,801 refund

Marlon and his dog, George. Courtesy: Since 1988, Marlon Fox has been paying down his federal student debt. He didn’t see an end in sight. Then, on Aug. 25, 2023, …

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40-year-old millionaire who retired early only lasted 5 months—here’s what made her go back to work

by Adrian Jhonsan
40-year-old millionaire who retired early only lasted 5 months—here’s what made her go back to work

My entire life used to be about maximizing my time for work. I spent over a decade building a career in New York’s tech scene. I worked at Foursquare and …

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Categories World

How to know when to claim benefits

by Adrian Jhonsan
How to know when to claim benefits

Majamitrovic | E+ | Getty Images How to find your Social Security full retirement age If you were born between 1943 and 1954, your full retirement age is 66. If …

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Categories World

Limiting retirement plan tax perks may help Social Security, experts say

by Adrian Jhonsan
Limiting retirement plan tax perks may help Social Security, experts say

Wand_prapan | Istock | Getty Images There’s no debate that Social Security’s funds — which are projected to become insolvent in the next decade — need fixing. But a new …

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Categories World

What you need to know about caregiving for an aging parent

by Albert Wagner
What you need to know about caregiving for an aging parent

People living longer and in poor health has become a costly trend. An estimated 7 out of 10 people will require long-term care in their lifetime. The median cost for …

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