Social Security Articles

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396 Articles

Gerelyn Terzo | Jul 28, 2026 at 2:03 PM EDT

New Jersey Repays Retirees for Rising Property Taxes. First They Have to Afford the Bill.

New Jersey promises to reimburse seniors when property taxes climb, but the town still wants the full bill paid now,…

Maurie Backman | Jul 28, 2026 at 1:16 PM EDT

Goodbye, 4.7% COLA: Why the Latest Estimates for Social Security Recipients Just Changed

Social Security analysts just revised their 2027 COLA forecast, and the shift caught many seniors off guard. Before you finalize…

Gerelyn Terzo | Jul 28, 2026 at 1:01 PM EDT

A Goldman Economist Says AI Will Take 15 Years to Show Up in the Economy. A 63-Year-Old Banking His Nest Egg on the AI Boom Should Listen.

Goldman Sachs says AI could take 15 years to move the economic needle, but millions of near-retirees are already betting…

Gerelyn Terzo | Jul 28, 2026 at 11:03 AM EDT

25 Health Systems Have Dropped Medicare Advantage in 2026. Here’s What Enrollees Should Do Now.

When a hospital system drops a Medicare Advantage contract, the patient's carefully chosen cardiologist can vanish overnight, and the window…

Gerelyn Terzo | Jul 28, 2026 at 10:03 AM EDT

She Inherited the Family Cabin. Montana Now Taxes It Like a Second Home.

A $780,000 lakefront cabin that has been in the family since 1972 now faces a tax bill that could upend…

David Beren | Jul 28, 2026 at 9:38 AM EDT

The Social Security Tax Torpedo Can Double Your Tax Bill on a Single IRA Withdrawal. Here’s How to Defuse It

A routine IRA withdrawal can quietly trigger a tax bill on income you never actually received, and most retirees crossing…

Gerelyn Terzo | Jul 28, 2026 at 8:04 AM EDT

The Medicare Advantage Coverage Gap That Costs Retirees Thousands After Joint Replacement.

Medicare Advantage approved her hip replacement surgery, then denied the rehabilitation stay two days into recovery. What happens next reveals…

Gerelyn Terzo | Jul 28, 2026 at 7:01 AM EDT

A City Electrician Dreaded the Windfall Elimination Cut to His Social Security. Then a 2025 Law Erased It.

For years, Frank watched a federal rule quietly siphon money from the Social Security he legitimately earned, and he planned…

Gerelyn Terzo | Jul 28, 2026 at 6:02 AM EDT

She Inherited 200 Acres of Texas Land Expecting a Windfall From the Water Beneath It. A 2025 Ruling Said Otherwise.

A Texas schoolteacher inherited 200 acres of Permian Basin ranchland and started doing retirement math around the lithium-rich brine flowing…

Gerelyn Terzo | Jul 27, 2026 at 8:36 PM EDT

Only 14% of Gen X Has a Pension. For a 53-Year-Old Riding an AI-Heavy S&P 500, Social Security Is the Only Floor Left.

A 53-year-old with two decades of maxed-out 401(k) contributions thinks she built a diversified retirement. She may have accidentally built…

Maurie Backman | Jul 27, 2026 at 5:03 PM EDT

A Key Clue About Social Security’s 2027 COLA Arrives Soon: Here’s What Retirees Should Look For

Retirees watching for clues about next year's Social Security boost have a specific date to circle on their calendars, and…

Gerelyn Terzo | Jul 27, 2026 at 3:03 PM EDT

He Enrolled in Medicare at 65. His 62-Year-Old Wife Lost Her Coverage the Same Week.

When a husband retires onto Medicare, his younger wife can lose her health coverage the same week, and the clock…

Gerelyn Terzo | Jul 27, 2026 at 2:04 PM EDT

He Ran Cash Jobs as a Plumber for 30 Years to Dodge Taxes. At 66, His Social Security Check Is Paying for It.

A plumber spent three decades keeping cash off the books, telling himself the IRS was the only one keeping score.…

Gerelyn Terzo | Jul 27, 2026 at 11:05 AM EDT

A Few States Let You Swap Medigap Every Birthday With No Health Questions. Yours Might Be One.

Most Medicare enrollees assume they are permanently locked into their Medigap plan once the enrollment window closes, leaving them helpless…

Gerelyn Terzo | Jul 27, 2026 at 10:02 AM EDT

A Roofer at 61 Can’t Climb Anymore. Why Claiming Social Security at 62 Is the Right Call, Not the Mistake.

Three decades of roofing left his knees, shoulder, and back in ruins before his paycheck did, and now every piece…

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Social Security Articles

All Social Security Articles

New Jersey Repays Retirees for Rising Property Taxes. First They Have to Afford the Bill.

Goodbye, 4.7% COLA: Why the Latest Estimates for Social Security Recipients Just Changed

A Goldman Economist Says AI Will Take 15 Years to Show Up in the Economy. A 63-Year-Old Banking His Nest Egg on the AI Boom Should Listen.

25 Health Systems Have Dropped Medicare Advantage in 2026. Here’s What Enrollees Should Do Now.

She Inherited the Family Cabin. Montana Now Taxes It Like a Second Home.

The Social Security Tax Torpedo Can Double Your Tax Bill on a Single IRA Withdrawal. Here’s How to Defuse It

The Medicare Advantage Coverage Gap That Costs Retirees Thousands After Joint Replacement.

A City Electrician Dreaded the Windfall Elimination Cut to His Social Security. Then a 2025 Law Erased It.

She Inherited 200 Acres of Texas Land Expecting a Windfall From the Water Beneath It. A 2025 Ruling Said Otherwise.

Only 14% of Gen X Has a Pension. For a 53-Year-Old Riding an AI-Heavy S&P 500, Social Security Is the Only Floor Left.

A Key Clue About Social Security’s 2027 COLA Arrives Soon: Here’s What Retirees Should Look For

He Enrolled in Medicare at 65. His 62-Year-Old Wife Lost Her Coverage the Same Week.

He Ran Cash Jobs as a Plumber for 30 Years to Dodge Taxes. At 66, His Social Security Check Is Paying for It.

A Few States Let You Swap Medigap Every Birthday With No Health Questions. Yours Might Be One.

A Roofer at 61 Can’t Climb Anymore. Why Claiming Social Security at 62 Is the Right Call, Not the Mistake.

The 4% Rule vs. a Dividend Paycheck: Which Makes $1.25 Million Last Longer?

Why Your Ex-Spouse Could Inherit Your $600,000 401(k) Even After Remarriage

Gold Went Flat in 2026. This Award-Winning Fund Still Milks 13% Income Out of It

The 4% Rule vs. a Dividend Paycheck: Which Makes $1.25 Million Last Longer?

Why Your Ex-Spouse Could Inherit Your $600,000 401(k) Even After Remarriage

The 4% Rule vs. a Dividend Paycheck: Which Makes $1.25 Million Last Longer?

Why Your Ex-Spouse Could Inherit Your $600,000 401(k) Even After Remarriage

Social Security Articles

All Social Security Articles

New Jersey Repays Retirees for Rising Property Taxes. First They Have to Afford the Bill.

Goodbye, 4.7% COLA: Why the Latest Estimates for Social Security Recipients Just Changed

A Goldman Economist Says AI Will Take 15 Years to Show Up in the Economy. A 63-Year-Old Banking His Nest Egg on the AI Boom Should Listen.

25 Health Systems Have Dropped Medicare Advantage in 2026. Here’s What Enrollees Should Do Now.

She Inherited the Family Cabin. Montana Now Taxes It Like a Second Home.

The Social Security Tax Torpedo Can Double Your Tax Bill on a Single IRA Withdrawal. Here’s How to Defuse It

The Medicare Advantage Coverage Gap That Costs Retirees Thousands After Joint Replacement.

A City Electrician Dreaded the Windfall Elimination Cut to His Social Security. Then a 2025 Law Erased It.

She Inherited 200 Acres of Texas Land Expecting a Windfall From the Water Beneath It. A 2025 Ruling Said Otherwise.

Only 14% of Gen X Has a Pension. For a 53-Year-Old Riding an AI-Heavy S&P 500, Social Security Is the Only Floor Left.

A Key Clue About Social Security’s 2027 COLA Arrives Soon: Here’s What Retirees Should Look For

He Enrolled in Medicare at 65. His 62-Year-Old Wife Lost Her Coverage the Same Week.

He Ran Cash Jobs as a Plumber for 30 Years to Dodge Taxes. At 66, His Social Security Check Is Paying for It.

A Few States Let You Swap Medigap Every Birthday With No Health Questions. Yours Might Be One.

A Roofer at 61 Can’t Climb Anymore. Why Claiming Social Security at 62 Is the Right Call, Not the Mistake.

The 4% Rule vs. a Dividend Paycheck: Which Makes $1.25 Million Last Longer?

Why Your Ex-Spouse Could Inherit Your $600,000 401(k) Even After Remarriage

Gold Went Flat in 2026. This Award-Winning Fund Still Milks 13% Income Out of It

Featured Reads

The 4% Rule vs. a Dividend Paycheck: Which Makes $1.25 Million Last Longer?

Why Your Ex-Spouse Could Inherit Your $600,000 401(k) Even After Remarriage