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Benefits

Social Security COLA 2027: Latest Projection at 3.8%—But Still Trails Cost of Living

Benefits June 10, 2026 

Social Security COLA 2027: Latest Projection at 3.8%—But Still Trails Cost of Living

According to The Senior Citizens League, the cost-of-living estimate for this month is 3.8%, which is one percentage point higher than last year’s COLA of 2.8%.

Featured Articles

June 10, 2026  

Trustees: Social Security, Medicare Outlook Slightly Worse

June 8, 2026  

Whistleblower Alleges Social Security Records Targeted in Immigration Push

June 4, 2026  

Social Security Recipients Will See Cuts of $500 a Month in Less Than 7 Years, Study Shows

May 29, 2026  

Don’t Forget About Tax on Social Security Benefits

May 27, 2026  

Social Security Payment Change Will Impact 3.6 Million Beneficiaries
Donor-Advised Funds Offer a Charitable Way to Harvest a Tax Break

Taxes December 5, 2022 

Donor-Advised Funds Offer a Charitable Way to Harvest a Tax Break

The number of DAFs has nearly tripled to 1.3 million since Congress approved the Tax Cuts and Jobs Act in 2017.

How To Advise Clients on Long-Term Care Options

December 4, 2022 

How To Advise Clients on Long-Term Care Options

LTCI is a very complicated topic, but, though you may not be able to provide expert guidance, there are ways you can start your clients thinking about this very important topic.

Tax Burden May Rise for Some Seniors as Social Security Benefits Increase Next Year

Taxes December 1, 2022 

Tax Burden May Rise for Some Seniors as Social Security Benefits Increase Next Year

With next year’s benefits going up at their steepest levels in 42 years, more people will be taxed.

American Express Launches Amex Business Link Digital B2B Payments Ecosystem

Small Business December 1, 2022 

American Express Launches Amex Business Link Digital B2B Payments Ecosystem

The new digital ecosystem is equipped with reporting and reconciliation tools and connects to all customer relationship management (CRM) and ...

How Businesses Can Prepare for Layoffs, Furloughs or RIFs

Payroll December 1, 2022 

How Businesses Can Prepare for Layoffs, Furloughs or RIFs

If the need to reduce staff reaches your workplace, there are a number of issues that you must carefully evaluate before taking action.

Richard D. Alaniz, JD

Is Technology Making Your Life Easier or Creating More Stress?

Technology November 29, 2022 

Is Technology Making Your Life Easier or Creating More Stress?

We all look to technology as a solution to overwork, but is it possible that the latest technology is contributing to your current stress levels?

Mary Girsch-Bock

 Tax Court Imposes Limit on Capital Losses

November 27, 2022 

Tax Court Imposes Limit on Capital Losses

Notably, you may use a loss to offset a short-term gain realized earlier in the year that would otherwise be taxed at a high ordinary income tax rate.

Ken Berry, JD

Thinking of Putting Crypto in Your 401(k)? Think Twice

Digital Currency November 23, 2022 

Thinking of Putting Crypto in Your 401(k)? Think Twice

Crypto is a uniquely perilous investment for families struggling to husband their resources for retirement.

Helping Special Needs Families Plan Their Financial Futures

November 23, 2022 

Helping Special Needs Families Plan Their Financial Futures

Families may have a million questions about their child’s care, education, residence and employment when they reach adulthood.

sikich-logo-retina-1

Firm Management November 23, 2022 

Sikich Expands in Chicago with Acquisition of O’Malley & Kwit

The O’Malley & Kwit team will join Sikich’s downtown Chicago office. The transaction is scheduled to close on November 30.

As Inflation Boils, Millennials and Gen Z Face Holiday Spending Pressure

Payroll November 22, 2022 

As Inflation Boils, Millennials and Gen Z Face Holiday Spending Pressure

Nearly a third of those younger shoppers say the upcoming holiday season will strain their budgets.

Retail Changed in 2022: Here’s How Consumers and Retailers are Adjusting

Small Business November 21, 2022 

Retail Changed in 2022: Here’s How Consumers and Retailers are Adjusting

New survey data from Avalara and Censuswide shows how retail changed in 2022, and how retailers and consumers are adjusting.

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