Retirement Money Brief
Every issue we have sent. One change to Social Security, Medicare or taxes that touches your money, what it means, and what to do. Free, every weekday.
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$2,170 is the new average, and your own number is different.
A free sign-in shows the 2027 figure that applies to you
Switching by December 7 is allowed. Being accepted is not.
Leaving your plan is guaranteed; the policy that replaces it is not.
If your plan ends, December 7 is not your deadline
Losing your coverage buys you almost three more months to choose
Scammers are buying the top search result for Medicare
Typing the address yourself protects your number before December 7
If you bought a home through an agent, file a claim
You have until October 27 to ask for part of $120,334,500
Medicare will not call to release your $90 payment
The rebate is automatic, and no one needs your account number
$12 is not your bill
Your own premium can rise while the average falls 16 percent
Your 2027 raise is set Wednesday morning
Your new benefit amount is decided October 14 and posted in December
Paid to be first
A sponsored link can outrank Medicare and take your number
Two in one year
Delaying your first required withdrawal stacks both years into 2027
The limit comes off
Your premium can rise without a ceiling, and deductibles can reach $700
Two deposits, then none
The October 30 payment is November's money, up to $994
File it anyway
A missing return costs 5% a month, an unpaid balance 0.5%
Money that expires
Up to $200 arrives October 1 and is gone in 60 days
Try again Thursday
A past denial no longer settles it — the limit rises to $306
The $14.40 copay
Extra Help's 2027 drug costs are set, and your premium stays at $0
Nobody can sell it yet
New on your tax return
You have 63 days
The letter that takes half your check.
Have you or anyone in your family ever gotten an overpayment notice from Social Security?
The 1.6 billion call
Fake police and government callers took $1.6 billion, and they always tell you to keep it secret
The programs behind the premium
Your plan's change letter arrives by September 30, and doing nothing locks in its 2027 prices
A $47 checklist could uncover a $29,093 benefit
One VA benefit pays up to $29,093 a year. The checklist covers 11 programs in every state.
The $75 estimate
Your 2027 Social Security raise is taking shape. Medicare wants a cut.
The second scam
Scammers now target past victims by promising to recover their money.
The 7% tax clock
Unpaid IRS balances keep growing daily. Three moves can limit the damage.
The three-call trap
The FBI-flagged scam that empties retiree accounts, and the tell that stops it.
Fifteen more drugs get cheaper on Medicare next year
Medicare cut 2027 prices on 15 more drugs — here's how to check yours.
The disappearing raise
Your 2027 Social Security raise, and the part that's quietly trimmed away.
The $2,400 ceiling
A new yearly limit will cap your 2027 Medicare drug costs.
The $50 fine print
Medicare covers select weight-loss drugs—under strict eligibility rules.
One missing earnings year can shrink your Social Security
Plus a new IRS break that can erase a $1,000 penalty and the money request that exposes a romance scam.
The “you won” call that stole $5.6 million
Plus a new SSI verification rule, four retirement dates worth marking, and the one sentence that stops a lottery scam.
Your Medicare premium is going up in 2027 — here's the number
Plus free help with a brutal summer power bill, the shut-off scam feeding on the heat, and about $50 to claim before mid-August.
The phone call that's draining retirees' savings
The "your account is compromised" call that ends with you handing cash or gold to a stranger — plus a new $6,000 tax break you may be owed, and about $50 to claim by September 1.
A parent's life insurance may be unclaimed — find it free
The free tool from the nation's insurance regulators that reunites families with lost policies — plus the fake "you're an heir" letter to toss, and about $100 to claim by July 27.
Social Security can take half your check — here's how to stop it
That letter saying Social Security overpaid you does not have to mean losing half your check — you have three ways to push back, plus $60 you may be owed by Aug 11 and one arrest-threat call to hang up on.
Your 2026 drug bill stops at $2,100
There's now a hard ceiling on what your prescriptions can cost you this year — plus the toll text that's really a trap, and the $2,080 that may be sitting in your name.
Social Security wants half your check
The 30-day window that can save your whole check, $151 in refunds you may be owed, and the toll text that's a lie.