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Do You Know What You Don’t Know About Social Security?
Are You Thinking About Social Security? If you’re approaching age 62, you are probably aware that this is the first decision point you’ll encounter as you plan your access to the Social Security benefits you’ve earned from a lifetime of…
Death and dying: Understanding what needs to be done
Despite the grief that accompanies the death of a loved one, there are many time-sensitive details that require attention during the days that follow. In an article posted on www.montereyherald.com, president of Monterey Trust Management Liza Horvath discusses these details and offers…
How will my military retirement affect my Social Security benefits?
Your military retirement won’t affect your Social Security benefits at all. You can get both. Generally, there is no offset of Social Security benefits because of your military retirement. You will get full Social Security benefits based on your earnings.…
File at Age 62? There may be reasons why this makes sense.
Conventional wisdom is to defer filing for Social Security benefits as long as possible, even as long as to age 70, to maximize your ultimate monthly benefit. In some cases, though, filing at an early age might fit your needs.…
Claiming Social Security Early vs. Delaying – What’s the Trend?
In an article posted on www.paradisepost.com, Certified Financial Planner Lori Flesher takes a look at the results of a Nationwide Retirement Institute poll seeking to define trends associated with Social Security claiming strategies. According to Ms. Flesher’s analysis, “The good news is…
Retirement Planning and Social Security – Views from the “Younger Set”
In an article posted on the Pittsburgh Post-Gazette’s “Aging Edge” page, U.S. News & World Repor senior editor Emily Brandon provides yet another set of viewpoints on the more common questions people face in planning for their retirement. At age 34, Ms.…
WEP Reform Amendments Stalled in Committee
Introduction of a substitute amendment containing updated estimates affecting the size of the Windfall Elimination Provision’s rebate to federal workers falling under CSRS has stalled progress on the proposal changes, leaving the search for compromise in question for the time being.…
Insurers Can Reduce Drug Prices, If Policymakers Let Them
(By David Howard for Health Affairs Blog, July 14, 2016 Whilst decrying rapid increases in drug spending and prices, elected officials have actually made it increasingly difficult for insurers to do anything about it. As payers, insurers are the only…
Social Security Reform Proposals
There has been a huge influx as of late on how to better reform Social Security. This has been spurred by recurring reports in recent years by the Social Security Trustees on the current and future state of the program.…
Retirement as an Ex
There are many facets to Social Security that some don’t know exist. One such filing option is for divorcees. Married couples are able to file for benefits based on the earnings of their spouse, but many may not realize that…