Headlines
Understanding–and Dealing With–Taxation of Social Security Benefits
Mainstreet.com’s Robert McGarvey takes a look at the issue of Social Security benefit taxation in an article posted today on www.thestreet.com. Calling it a “widely held – but false – belief” that Social Security benefits are in all cases tax-free, McGarvey examines…
Survey Says: Millenial Women and Men Have Markedly Different Retirement Concerns
A survey released yesterday by Schwab Retirement Plan Services underscores several major gender-based variations in the anxieties felt by members of the millennial generation (generally considered to be the generation born from the early 1980s to late 1990s). Uncertainty and stress associated with the topic…
Alternative Approaches to Planning Your Social Security Benefits
There has been quite a bit of publicity in the popular press about the impending Social Security Trust Fund shortfall and the ominous impacts on retirees in the not-too-distant future, and a host of experts have weighed in on ways to overcome the…
Your challenges in retirement, and how to overcome them.
No matter how well you’ve planned for your retirement, there are still going to be challenges that strain your comfort level. These range from longevity to legacy, but you should consider each of them and give thought to how you…
New initiative helps Vets get faster disability decisions.
The Social Security Administration has just announced a new initiative with the Department of Veterans Affairs to improve access of VA medical records to SSA disability claims processing offices. That means that veterans applying for Social Security disability benefits will…
Medicare premiums to rise, but it could have been worse.
The Centers for Medicare & Medicaid Services (CMS) announced that Medicare Part B premiums, which had been estimated to rise as much as 22%, would instead rise by about 10% for some beneficiaries. Those most affected are the 6.5 million…
Tips to make your nest egg last a lifetime.
Probably the number one fear among those in retirement is that they might deplete their savings and investments too soon. Your longevity, of course, is unpredictable, but taking a realistic look at how long you might live is the key first…
Four Retirement Rules You May Want to Bend
In Arielle O’Shea’s column that appears in The Christian Science Monitor, she reviews four retirement planning rules that Millennials may want to break or at least bend them. Read article here… Notice: The link provided in the text above connects readers to…
Drained your retirement nest egg? Here’s how to bounce back.
Unexpected major expenses can wreak havoc on a retirement account you’ve saved for years to build, but there are some steps you can take to rebuild your nest egg. This The Morning Call article by Roger Wohlner offers some advice…
The most common retirement issues.
Everyone wants to be comfortable in their retirement, but there are some common roadblocks that often get in the way of achieving that objective. These range from not doing any planning in the first place, to having unrealistic expectations about…