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For most American retirees, the monthly Social Security deposit is a lifeline—a hard-earned return on decades of work. But depending on where you live, the state government might be taking a cut of that check before it ever hits your bank account. While the federal government taxes Social Security[..]
Surprise Retirement Taxes in 2026: 3 New Tax Traps Every Retiree Must Plan for Now If you’re planning for retirement in 2026, you may be heading toward unexpected tax increases — even if you believe you’ve done everything right. Most retirees are familiar with basic retirement tax issues, such[..]
Social Security Recipients to See a 2.8% COLA Increase in 2026! For those who receive Social Security, there is an important update for the upcoming year: a 2.8% increase in Social Security income will take effect in 2026. These annual adjustments are known as cost-of-living adjustments (COLA). According to[..]

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A Deeper Look at Your First 12 Months Congratulations, you’ve made it to retirement. After decades of hard work, saving, and planning, you have reached a significant life milestone. Most articles will tell you to relax, travel, and enjoy your newfound freedom. While that advice is well-deserved, it barely scratches the surface of what your first year of retirement truly entails. As a financial planner, I see this initial[..]
A Deeper Look at Your First 12 Months Congratulations, you’ve made it to retirement. After decades of hard work, saving, and planning, you have reached a significant life milestone. Most articles will tell you to relax, travel, and enjoy your newfound freedom. While that advice is well-deserved, it barely scratches the surface of what your first year of retirement truly entails. As a financial planner, I see this initial[..]

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