Headlines
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…
Did Social Security accidentally declare you dead?
Believe it or not, Social Security accidentally declares about 7,400 a year dead, while they are still very much alive. It typically happens as a data entry error, and often is because a spouse or someone else close is recently deceased,…
A retirement planning expert’s own plan.
How does a long time retirement planning expert plan for their own retirement? Well, after decades of experience, in-depth research and offering advice, this article by Steve Vernon at CBS MoneyWatch explains his own plan for a secure future. Click…
Retirement with Special Needs Family Member(s)
Planning for your own retirement may be challenging at times, but for parents of special-needs children it becomes a complex balancing act. The parents must take into consideration the long-term needs of a disabled child who may outlive them…
HSAs as Retirement Accounts
Financial planner Edward Vargo, founder of Burning River Advisory Group says “HSAs are the most tax-friendly investment vehicles on the planet.” Majority of HSA account holders withdrew less than they contributed which allows these accounts to slowly grow into nest…
Live the Way You Want in Retirement
Do you want to live a rewarding and stress-free retirement? In Joel Johnson’s column in Forbes, he outlines some important strategies to consider pre-retirement so you are able to live the way you want to live in retirement. Read article…