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Clients’ Top Retirement Worry is Going Broke: AICPA
CPA financial planners in survey list their clients’ top retirement-related concerns Americans worry most about running out of money in retirement, according to a survey released Wednesday by the American Institute of CPAs. The institute’s first quarter personal financial planners sentiment…
Ryan: Medicare and Social Security Unsustainable
The country cannot continue promising money it doesn’t have to its citizens, U.S. Rep. Paul Ryan says. Ryan spoke Wednesday at a listening session in the auditorium at Case High School, 7345 Washington Ave. About 115 people heard Ryan discuss a…
Appealing a Social Security Decision
Social Security listened to customer feedback and made the online appeals process even better. Now, people who disagree with our disability decision can complete their appeal using our improved online appeals process. More than 90,000 people use our online appeals…
How Megan McArdle Gets Social Security Profoundly Wrong
With even mainstream Democrats coming to embrace the idea of expanding Social Security to help address our looming retirement crisis, it couldn’t be long before the pushback emerged from conservatives and Republicans. Bloomberg’s libertarian economics columnist Megan McArdle was quick out of the…
Patrick Murphy-Democratic Progressive Caucus of Florida Feud Continues
“We don’t want a war, we just want a primary,” the leader of a liberal Democratic group says in a letter to Democratic Rep. and 2016 Senate candidate Patrick Murphy after two days of slamming Murphy as a “Wall Street…
No Hablo Ingles? You’re Disabled According to a Social Security Administration Loophole
According to a new audit by the Office of Inspector General (OIG), the Social Security Administration (SSA) is giving away free money. It’s true, but not for you. In Puerto Rico, where the populations is predominately non-English speaking, the United States…
Can Your Retirement Survive a Financial Shock?
Most U.S. workers will experience at least one disruption to their retirement savings during their lives, a shock that could set back their retirement considerably. That’s the conclusion of the 2015 Financial Disruptions Survey conducted by TD Ameritrade (AMTD). According to the…
How to Get Your Doctor to Help With Your Social Security Disability Case
If you believe you might qualify for Social Security disability benefits, you need your doctor to support your claim for disability. You’ll need your doctor to send your medical records to Social Security as well as a statement about any…
Valuing Social Security Benefits As An Asset On The Household Balance Sheet
As a guaranteed income stream that cannot otherwise be liquidated or reinvested, most retirees don’t think of their Social Security benefits as an asset….And in fact, the payments are significant enough that it would take several hundred thousand dollars just…
Americans Are Retiring Early – Too Early Maybe?
My mother used to say, “Do as I say, not what I do.” I often ignored her advice. It looks like I am not alone in ignoring words of wisdom. Many Americans seem to be turning a blind eye to good advice…