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Why You Shouldn’t Retire Early
The decision of when to retire is different for everybody and dependent on many situations, but the general consensus among experts is to wait as long as you possibly can to retire and start collecting Social Security benefits. The main…
Boomers Training the New Generation
Millennials are lining up to fill the void the Baby Boomers are leaving in the work force. Those in leadership positions are struggling with figuring out how to best make the transition between the two generations as seamlessly as they…
Continuing to Work Might Be a Better Strategy
Early retirement is enticing, but there some situations (and the number is growing) where staying on the job a bit longer might be the better choice for you. Matthew Frankel of The Motley Fool, in a post on www.mysanantonio.com, takes a…
Taxation of Social Security – Understanding the Process is Important
As individuals lay out their post-retirement financing plans, it’s important that they have a full understanding of the income tax code as it applies to their anticipated Social Security benefits. With a growing number of people working after starting their…
Pricing Bernie’s Tax Plan
With the 2016 election cycle now at full speed, it’s time to take a look at the details, especially those details that are embedded in candidate Bernie Sannder’s tax plans. In this article by Motley Fool, the writers take a…
Saving for Retirement
There are many factors to take in to consideration when planning for retirement. One of the biggest mistakes that people make is misunderstanding the role of Social Security. Many people expect Social Security to take over as their main source…
Life Expectancy Among Demographics
Modern advancements in medicine have prolonged the average life span in recent years and it is continuing to trend upwards. However, these numbers are skewed between different demographics. The rich are living longer than the poor. The age gap in…
“Do the Math” on Retiring…Some Guidlines to Help
Columnist Dave Rowan of NerdWallet takes a look at the mechanics of determining your retirement readiness in an article posted on www.nerdwallet.com. The article tests some of the standard thinking (like the veracity of the “4% rule”) and supplements it with some…
An Update on Income Tax E-File Scams
It’s that time of the year again, and the IRS has reported on the proliferation of fraudulent personal income tax returns filed. According to a report filed by Helena, Montana’s Independent Record, the IRS has acknowledged that stolen Social Security…
Retirement Planning with Boomers and Gen X
There is a huge difference between how Baby Boomers and Generation X approach planning and saving for retirement. The biggest reason for this is how long each generation has until retirement age, Generation X still have a couple decades left…