Did a Friend Forward You This Email?
You can subscribe for free here!

❝

"The habit of saving is itself an education; it fosters every virtue, teaches self-denial, cultivates the sense of order, trains to forethought, and so broadens the mind." — T.T. Munger

Good morning! Today we're helping you dodge holiday overspending, protect your retirement from market swings, and grab new tax breaks before year's end. Plus: the truth about that 2026 Social Security increase and an inspiring story about community kindness. Let's dive in!

 
 
 
 
 
 
7 Ways Retirees Can Avoid Overspending During the Holidays
 
 
From www.aol.com - November 15, 2025 10:20 AM
 

You don't have to sacrifice the magic of the holidays to keep your spending sensible. Focusing on what matters and getting creative will make the season bright.
 
 
4 Smart Moves to Cut Your 2025 Tax Bill Under New Rules
 
 
From www.morningstar.com - November 15, 2025 10:22 AM
 

Discover four smart strategies to lower your 2025 tax bill under the One Big Beautiful Bill Act (OBBBA). Learn how to maximize new deductions, navigate income limits, and make the most of temporary tax breaks before they expire.
 
 
This 3-Part Retirement 'Crash Plan' Helps Cushion Turbulence
 
 
From www.kiplinger.com - November 15, 2025 10:19 AM
 

Having a tailored plan ready to go when markets get wild — covering how you'll handle income, rebalancing and taxes — can be the ultimate secret weapon for a low-anxiety, successful retirement.
 
 
401(k), IRA contribution limits get a bump up
 
 
From www.cnn.com - November 15, 2025 10:08 AM
 

If you plan to max out your contributions to your 401(k) or IRA next year, you will get to save a little more than you could this year.
 
 
How to avoid the ‘buy now, pay later’ pitfalls of debt this holiday season
 
 
From komonews.com - November 15, 2025 10:14 AM
 

More than one in four shoppers (28 percent) said they plan to take on debt, using either a credit card or a buy now, pay later loan, to pay.

 
 
The 2026 COLA Is Set -- Here's the Good and Bad News for Social Security Recipients
 
 
From www.aol.com - November 15, 2025 10:20 AM
 

Social Security recipients recently learned what their cost-of-living adjustment (COLA) will be in 2026.
 
 
How baby boomers can close a retirement savings gap
 
 
From www.cnbc.com - November 15, 2025 10:21 AM
 

Working longer and tapping home equity can help boost retirement readiness, but the strategies aren't accessible to everyone.
 
 
Buying an Older Used Car? You Might Be Surprised Which Lenders Will Finance It
 
 
From www.investopedia.com - November 15, 2025 10:18 AM
 

If you're buying a used car, Bank of America, Chase, First Tech FCU, and PNC Bank finance used vehicles, but have mileage and age restrictions for certain vehicles.
 

Keep Reading

No posts found

© 2025 Money Report Daily.

Privacy policy

Terms of use

Powered by beehiiv