Author | Lightnews

Young and the Invested @youngandinvested.bsky.social · 23h

Original Medicare vs. Medicare Advantage: How Do These Plans Differ?
#retirement #medicare #medicareadvantage #originalmedicare

Original Medicare vs. Medicare Advantage: How Do These Plans Differ?

Original Medicare and Medicare Advantage both offer health care coverage to older adults. But which type of plan is better?

youngandtheinvested.com

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Young and the Invested @youngandinvested.bsky.social · 5d

2026 COLA: Here's How Much Your Social Security Benefits Will Rise
#socialsecurity #cola #retirement

2026 COLA: Here's How Much Your Social Security Benefits Will Rise

Retired Americans will get at least a little relief from inflation in 2026—but with an emphasis on little.

youngandtheinvested.com

Young and the Invested @youngandinvested.bsky.social · 6d

Delayed September Inflation Report Lighter Than Expected
#inflation #CPI

Delayed September Inflation Report Lighter Than Expected

Consumer prices grew more slowly than expected last month but still continued a trend of accelerating inflation.

wealthup.com

Young and the Invested @youngandinvested.bsky.social · 6d

How Much Is My RMD If I Have $500K in Retirement Accounts?
#RMD #investing #retirement

How Much Is My RMD If I Have $500,000 in Retirement Accounts?

Do you have $500,000 in your retirement accounts? This is how much you need to withdraw for your RMD this year and how to calculate that number for future RMDs.

youngandtheinvested.com

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Young and the Invested @youngandinvested.bsky.social · 7d

What Are Required Minimum Distributions (RMDs)?
#RMDs #investing #RetirementPlanning

What Are Required Minimum Distributions (RMDs)?

Required minimum distributions (RMDs) are the minimum amounts some people must withdraw from certain retirement accounts each year. This is how RMDs work.

youngandtheinvested.com

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Young and the Invested @youngandinvested.bsky.social · 9d

Shred or Save? Your Guide to Which Financial Documents to Keep
#documents #financialdocuments

Shred or Save? Your Guide to Which Financial Documents to Keep

Some financial documents are 'keepers,' but others are unnecessary and leave you open to fraud. Here's what to save and what to shred promptly.

wealthup.com

Young and the Invested @youngandinvested.bsky.social · 12d

Am I Too Old for a Roth Conversion?
#rothira #rothconversion #investing #retirement

Am I Too Old for a Roth Conversion?

Age is an important factor when deciding if you should do a Roth conversion. These are the pros and cons of a conversion at every decade of your life.

youngandtheinvested.com

Young and the Invested @youngandinvested.bsky.social · 13d

3 Best Preferred Stock ETFs to Buy [High Income From 'Hybrids']
#dividends #income #highyield #PreferredStock

3 Best Preferred Stock ETFs to Buy [October 2025]

Despite the name, preferred stocks get second billing when it comes to media attention. But they're a helpful tool for income investors.

youngandtheinvested.com

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Young and the Invested @youngandinvested.bsky.social · 14d

Catch-Up Contributions Are Changing in 2026. Are You Ready?
#retirement #investing #saving #401k #403b

Catch-Up Contributions Are Changing in 2026. Are You Ready?

Catch-up contribution legislation has changed. Are you up to date on the most recent rules? Here's who qualifies for catch-up contributions and how they work.

wealthup.com

Young and the Invested @youngandinvested.bsky.social · 19d

IRS Raises Standard Deduction for 2026 [Find Your Deduction]
#taxes #standarddeduction

IRS Raises Standard Deduction for 2026 [Find Your Deduction]

Standard deduction amounts are adjusted each year to account for inflation, which helps taxpayers by increasing their deduction nearly every year.

youngandtheinvested.com

Young and the Invested @youngandinvested.bsky.social · 19d

What’s Your Capital Gains Tax Rate? [2025 + 2026]
#capitalgains #taxes

What’s Your Capital Gains Tax Rate? [2025 + 2026]

How do you determine the proper capital gain tax rate? When you drill down a bit, you’ll see it depends on several different factors.

youngandtheinvested.com

Young and the Invested @youngandinvested.bsky.social · 19d

What Is the Gift Tax Exclusion for 2026?
#taxes #gifttax

What Is the Gift Tax Exclusion for 2026?

Both the annual gift tax exclusion and the lifetime gift tax exemption were bumped up to account for inflation.

youngandtheinvested.com

Young and the Invested @youngandinvested.bsky.social · 19d

2026 Federal Tax Brackets Released: What Rate Will You Pay?
#taxes #taxbrackets

2026 Federal Tax Brackets Released: What Rate Will You Pay?

Yes, the 2025 filing date is still months away. But the 2026 tax brackets are out, allowing you to start planning for the 2026 tax year.

youngandtheinvested.com

Young and the Invested @youngandinvested.bsky.social · 19d

Federal Tax Brackets and Rates [2025 + 2026]
#taxes #taxbrackets

Federal Tax Brackets and Rates [2025 + 2026]

When filing your 2025 federal income tax return, the amount of tax you owe will be based on which of the seven different tax brackets you fall into.

youngandtheinvested.com

Young and the Invested @youngandinvested.bsky.social · 19d

What Is the Standard Deduction? [2025 + 2026]
#taxes #standarddeduction

What Is the Standard Deduction? [2025 + 2026]

Around 90% of all taxpayers claim the standard deduction on their federal tax return. See how much it can reduce your taxable income.

youngandtheinvested.com

Young and the Invested @youngandinvested.bsky.social · 23d

10 Dividend-Growth Stocks That Wall Street Loves Now
#dividends #dividendstocks

10 Dividend-Growth Stocks That Wall Street Loves Now

These dividend-growth stocks boast at least a decade of rising payouts and a large bull camp among the analysts that cover them.

youngandtheinvested.com

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Reposted by Young and the Invested

Conor Sen @conorsen.bsky.social · 27d

It’s 8:30.

a man with a beard is pouring soda into a glass

ALT: a man with a beard is pouring soda into a glass

media.tenor.com

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Young and the Invested @youngandinvested.bsky.social · 26d

6 Disadvantages of 401(k) Plans Every Investor Should Know
#401k #investing

6 Disadvantages of 401(k) Plans Every Investor Should Know

A 401(k) is a simple and useful investment vehicle, but it's not without its flaws. Here are some of the drawbacks of a 401(k) account.

youngandtheinvested.com

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Young and the Invested @youngandinvested.bsky.social · 28d

The 10 Best-Rated Dividend Aristocrats Right Now
#dividendaristocrats #dividends

10 Best-Rated Dividend Aristocrats Right Now [October 2025]

Every Dividend Aristocrat is special in the eyes of income investors. But the analyst community favors these 10 S&P 500 Aristocrats over the rest.

youngandtheinvested.com

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Young and the Invested @youngandinvested.bsky.social · Sep 26

The 9 Best Dividend Funds You Can Buy Now
#dividends #mutualfunds #income

9 Best Dividend Funds You Can Buy [September 2025]

Do you want more equity income than "the market" provides? These dividend funds deliver significantly better yield.

youngandtheinvested.com

Young and the Invested @youngandinvested.bsky.social · Sep 23

7 Roth IRA Conversion Mistakes to Avoid
#IRA #RothIRA #RothConversion #retirement

7 Roth IRA Conversion Mistakes to Avoid

A Roth conversion can change your retirement for the better, but only if done correctly. These are some costly conversion mistakes to avoid.

youngandtheinvested.com

Young and the Invested @youngandinvested.bsky.social · Sep 19

10 Household Items You Should Sell Before Retirement
#retirement

10 Household Items You Should Sell Before Retirement

Retirement should be a phase of your life when you have more time and less unnecessary stuff. These are some of the best items to sell before retiring.

wealthupdate.co

Young and the Invested @youngandinvested.bsky.social · Sep 11

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Young and the Invested @youngandinvested.bsky.social · Sep 9

10 Ways Tariffs Affect Small Businesses
#tariffs #smallbiz

10 Ways Tariffs Affect Small Businesses

Small businesses are more affected by tariffs than larger companies. These are the changes small businesses can expect in the new tariff-heavy environment.

wealthupdate.co