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2027 Social Security COLA puts retirement income plans under review

2027 Social Security COLA puts retirement income plans under review

Financial advisors are using the run-up to the 2027 Social Security cost-of-living adjustment to push clients on a harder question than the size of next year’s raise. They want to know whether the rest of a client’s retirement income is built to keep up.

529 Plans and College Savings: 4 Urgent Questions

529 Plans and College Savings: 4 Urgent Questions

In our Wealth Wise advice column, financial experts answer four critical questions about rising tuition, shifting job markets, and navigating new 529 plan rules.

Wealth Wise: Should We Borrow Money From Our Elderly Father?

Wealth Wise: Should We Borrow Money From Our Elderly Father?

In our retirement advice column, Wealth Wise, we answer a reader's question about whether you should take a loan from a parent in their 90s without them knowing.