Latest News
The Future of Social Security Benefit Increases
For the third time in the past seven years, Social Security beneficiaries did not receive a cost-of-living increase in 2016, and the trend is likely to continue. Even if there is an increase in 2017, it is projected to be…
Denied Disability Benefits – Filing an Online Appeal
(Source – Social Security Administration) Social Security offers you many options to conduct business with us online. Far gone are the days when you needed to visit our offices or call us on the phone to appeal a denial of…
Understanding the reasons why Social Security reform is critical now
Charles Blahous, senior research fellow for the Mercatus Center and former public trustee for Social Security and Medicare, outlines the consequences of postponing Social Security reform in an article posted on economics21.org. The article reinforces the comments made last week by colleague Jason…
It All Comes Down to Money
In the multibillion-dollar legal battle between Anthem Inc. and Express Scripts it all centers on the high drug prices with insurance companies pushing back to make sure services of their Pharmacy Benefit Managers (PBM) are being provided at a fair…
Among the Hidden Poor: the Elderly
According to 2015 UCLA Center for Health Policy research, California is a leading state in which seniors have become among the hidden poor. Read more… Notice: The link provided above connects readers to the full content of the posted…
Retirement and Pensions
Pensions are a dying practice in America and are quickly disappearing, most pensions today are held by public servants and government employees. There is still a lot of thought that must go in to how you will collect on your…
Social Security’s Future – The Likelihood of Reduced Benefits?
Forbes Contributor Tim Worstall offers conjecture on the nature of dire projections in the media about Social Security running out of money and benefits being chopped. His perspective is a bit different from the boilerplate media…check it out here. Notice:…
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.…