The Federal Reserve has raised its benchmark interest rate for the first time since 2023. At its meeting on the 16th, the Federal Open Market Committee increased the federal funds rate by a quarter percentage point, bringing the target range to 3.75 – 4%.* The federal funds rate is the interest rate that financial institutions
What Could the Fed’s Rate Hike Mean for Retirees? Read More »
Required minimum distributions (RMDs) aren’t a problem for everyone. But if yours are likely to significantly increase your 2026 tax bill, you may be wondering how to keep that from happening year after year. Fortunately, there are a few strategies that may help reduce future RMDs, though both involve trade-offs. Here’s what to know before
Making Your 2027 RMDs Easier Than Your 2026 RMDs Read More »
Reaching your 60s, 70s, and beyond brings about noticeable changes to your body and mind. Although some changes are a normal part of aging, healthy habits can help reduce their negative impact and support physical health, mental sharpness, and mobility. For example, exercise becomes increasingly important with age, not only for physical fitness, but for
Habits for Healthy Aging in Your 60s, 70s, and Beyond Read More »
Most married couples think about Social Security as two separate decisions: Each spouse chooses when to file based on their own benefit. But in actuality, Social Security should be viewed as a household decision. Spousal and survivor benefits can significantly change the math. For couples, the goal isn’t necessarily to maximize each person’s individual check.
Social Security For Couples Read More »
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