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Search resuls for: "Lourdes Balduque"


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This year, Social Security beneficiaries saw a 3.2% increase to their benefits. The Social Security cost-of-living adjustment may also be 3.2% in 2025 based on the latest government inflation data, estimates Mary Johnson, an independent Social Security and Medicare policy analyst. That estimate may change between now and October, when the Social Security Administration announces next year's cost-of-living adjustment, or COLA. The average Social Security COLA has been 2.6% over the past 20 years, according to The Senior Citizens League. Many households tend to cut back on savings and increase withdrawals to try to lift themselves to where they were before inflation picked up.
Persons: Lourdes Balduque, Mary Johnson, Social Security COLA, Laura Quinby, It's, Quinby, Warren Buffett's Organizations: Social, Social Security, Social Security Administration, Senior Citizens League, Center for Retirement Research, Boston College, Center for Retirement, Finance
Meanwhile, the John Hancock Preservation Blend and American Funds Target Date Retirement 2055 funds had lower average allocations — 80% and 84%, respectively, Morningstar said. The idea that everyone in a five-year age cohort should have the same asset allocation, it's just not correct. David Blanchett managing director and head of retirement research at PGIMOf course, TDFs can vary in many ways aside from asset allocation. For example, some are known as "through" funds, which continue to get more conservative throughout retirement; others are "to" funds, whose stock-bond proportions stay steady in retirement. Why asset allocation is more important for retireesPaying attention to asset allocation is particularly important for investors in or near retirement, Pacholok said.
Persons: Lourdes Balduque, John Hancock, Morningstar, Rowe Price, that's, Megan Pacholok, David Blanchett, Pacholok Organizations: John, John Hancock Preservation, Morningstar, of America, Financial Industry Regulatory Authority Locations: BlackRock, TDFs
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