The report notes that both Social Security and Medicare will face long-term financing shortfalls under "currently scheduled benefits and financing."

The delta variant could cause some drag on the economy, but the effects won't be like those of 2020, says Barry Gilbert.

In a speech to the American Institute of CPAs, Ed Slott outlined the nuances of inherited IRAs, especially after the SECURE Act.

"This is the highest COLA I've ever estimated in my 26-plus years of researching the annual inflation adjustment," says an industry expert.

Schroders surveyed pre- and post-retirees 45 and older and found something surprising.

Michael Finke and David Blanchett point out big flaws in the study but say it raises a few valid points.

The jump in inflation this past month could cause more pain for older clients.

The estimate is based on a "highly unusual inflation jump," Mary Johnson of The Senior Citizens League says.