Social Security | Saving to Invest

Social Security’s Compassionate Allowances List Just Grew to 314 Conditions — Does Yours Qualify for Fast-Track Approval?

Social Security's Compassionate Allowances list grew to 314 conditions in August 2026, up from 300, after SSA added 14 diagnoses that qualify for near-automatic, fast-tracked disability approval. For someone with one of these conditions, the difference can be a decision in weeks instead of the months, sometimes years, a standard…

2027 Social Security COLA: What Your Raise Could Look Like

The 2027 COLA estimate has narrowed to 3.5%–3.6% as of late September. The Senior Citizens League (TSCL) calls its 3.5% projection its final forecast before the official number arrives on October 14. The 2026 COLA is already confirmed at 2.8%, effective January 2026. I've also kept the latest Trustees Report…

SSI Maximum Payment Amounts for 2026, Plus the 2027 Outlook

The maximum federal Supplemental Security Income (SSI) payment for 2026 is $994 a month for an individual and $1,491 a month for a couple, confirmed by the Social Security Administration's 2.8% cost-of-living adjustment (COLA). That's up from $967 and $1,450 in 2025. Most people don't actually get the maximum. Your…

2026–2027 Updates: Key Retirement Ages for 401(k), IRA, and Social Security — Milestones That Determine Your Benefits

Knowing the exact age at which something happens to your retirement accounts is more valuable than most general planning advice. Miss an RMD at 73 and you're looking at a 25% penalty. Claim Social Security two years too early and that reduction follows you for life. Here's a clear map…

When to Claim Social Security in 2026: The Real Math for Singles, Couples, and Late Filers

Claim Social Security at 62 and you lock in about 70% of your full benefit for life. Wait until 70, and you lock in 124% instead. That's the single biggest financial decision most retirees make, and unlike almost everything else in retirement planning, you don't get a do-over. I get…

Tag: Social Security

Social Security’s Compassionate Allowances List Just Grew to 314 Conditions — Does Yours Qualify for Fast-Track Approval?

2027 Social Security COLA: What Your Raise Could Look Like

SSI Maximum Payment Amounts for 2026, Plus the 2027 Outlook

2026–2027 Updates: Key Retirement Ages for 401(k), IRA, and Social Security — Milestones That Determine Your Benefits

When to Claim Social Security in 2026: The Real Math for Singles, Couples, and Late Filers