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Having a budget is important in retirement too!

Most folks are aware of the importance of living within your budget during your working years. Fortunately, if you budget wisely and keep your spending within that budget, your regular employment earnings should sustain you. But what about when you…

A crisis in America’s retirement system

For many decades, there was an implicit contract between workers and employers: employees who worked hard and were loyal to the company were rewarded with a pension to sustain them in their senior years. But what are known as defined benefit…

If you hit the lottery, what happens to your Social Security?

Especially now, with the Mega-Millions and Powerball lotteries each luring us with jackpots of hundreds of millions of dollars, seniors may wonder what will happen to their Social Security benefits if their lucky numbers are called. Well not to worry,…

How to use that COLA increase

With the good news that Social Security beneficiaries will be getting a 2.8% raise next year, you may be wondering how you might best use that additional income. The average increase will be about $39 per month, or $468 per…

Scam Alert: Beware of callers claiming to be from Social Security!

It seems that scammers efforts are endless when it comes to trying to bilk you out of your money, and they’ll stoop to any level to do it. Most recently, Social Security beneficiaries are getting calls asserting that their Social…

What will the 2.8% COLA increase mean for you?

In this article appearing in the Green Valley News (AZ), writer David Del Grande interviews residents from all walks of life to explore what the recently announced Cost of Living Adjustment will mean to them in 2019.  Though the average monthly increase…

Small Medicare premium increase is good news

Though garnering considerably less attention than the 2.8% raise most will see in their Social Security check, the news that the Medicare Part B premium will increase a relatively small amount is good news indeed for those whose Part B premium…

The payroll tax cap is rising in 2019

The payroll tax cap – the maximum amount of earnings that a worker must pay Social Security FICA taxes on – is going up for 2019. That really shouldn’t be thought of as surprising news, since the cap goes up…

On obsessing about retirement planning

To be certain, planning for your eventual retirement is a good thing, which nearly everyone will tell you should start early in your career to build that million dollar nest egg that will assure you of a comfortable “Life of…

Medicare Advantage Plans gaining in choice and popularity

Medicare Advantage Plans, known as Medicare Part C, seem to be stealing the spotlight during this year’s Open Enrollment Period. After the number of Advantage plans dropped severely between 2010 and 1017, Plan offerings have increased dramatically starting in 2018,…

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