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Identity Theft Victims to Receive Enhanced Service from SSA
H.R. 5345, the Improving Social Security’s Service to Victims of Identity Theft Act, was signed into law by President Trump last week, bringing victims enhanced opportunities for assistance from the Social Security Administration.
Planning a 2027 retirement? Check out thee key things to know.
Anyone contemplating claiming Social Security retirement benefits next year needs to be aware of the basic rules, and a post by The Motley Fool’s Kailey Hagen, CFP can help you out with three of the key items.
The Steadily Vanishing Retirement Dream
A recent Ipsos survey of more than 2,000 American adults revealed a substantial concern regarding attitudes toward retirement. Specifically, nearly half of respondents said they’ll “keep working more or less forever.”
Addressing the Social Security and SSI Confusion
There seems to be considerable confusion surrounding the Supplemental Security Income (SSI) program and Social Security. Often, questions about Social Security benefit levels or eligibility rules incorrectly reference SSI, which is a totally unrelated program. In a post on the Mecklenburg Times website yesterday, Social Security Administration veteran official Tom Margenau reprises a well-worn article […]
The Claiming Age Clarity Act and How it Helps Seniors Understand
The Caiming Age Clarity Act (H.R. 5284) has passed both the Senate and the House and is now on its way to President Trump for signature. The Act, intended to make Social Security benefit-claiming decisions easier to understand, is expected to help seniors avoid the potential loss of substantial benefits.
Strategies for Trump Accounts Clarified
With the October 1, 2026 start of automatic enrollment of eligible children into Trump Accounts, the Treasury Department reports nearly 70 million accounts have been established.
Absence of Social Security Insolvency Commentary Cited in Senate Races
With a catastrophic Social Security event now less than six years away, it’s becoming increasingly apparent that Senate candidates are shying away from addressing the issue.
The "Mysterious" $90 Deposit
Millions of Americans have noticed a pleasant surprise in their checking accounts this week. The surprise is a one-time $90 payment from the Internal Revenue Service, reflecting money redirected from the Medicare Improvement Fund, created by Congress in 2008 to improve Medicare's fee-for-service program, that was never used.
2027 COLA Watch: Are Projections Slipping?
Less than a week before the official Bureau of Labor Statistics release of September CPI-W figures, speculation is emerging that the resulting 2027 Social Security cost-of-living adjustment (COLA) may fall short of earlier estimates.
How big a “nest egg” do you need to retire comfortably?
As we approach mid-life, many wonder how much we should have squirreled away when it comes time to hang up our working clothes for good. After all, planning for retirement is likely on almost everyone’s mind in their 40s and…