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Is it that time again?

Wise taxpayers may want to take advantage of winter months indoors to prepare for tax filing season this spring. Whether you are a small business owner, a retiree, or a new parent, here are some Social Security tax tips that…

How to help clients make the right Social Security election

As the wave of Baby Boomer retirements continues, it is more important than ever for CPAs to understand how to help clients be in the best position to maximize Social Security benefits. Mastering the intricacies of the rules is no…

Obama’s ‘aside from that’ presidency

“What we know,” said President Obama to a business group a few days ago, “is that our — our fiscal problems are not short-term deficits. Our discretionary budget, that portion of the federal budget that isn’t defense or Social Security…

The NFEC Launches Retirement Planning for Children – SavingFund

Parents now have a platform to protect their children’s future financial situation. SavingsFund helps children start to save money at a young age while teaching them practical financial lessons. SavingsFund is a gift giving platform that allows friends and family…

Give Americans a Budget to Be Thankful For

This Thanksgiving, Congress should set aside dysfunction and the austerity mindset and give the American people a reason to be thankful: a federal spending and revenue plan that takes our best interests to heart. In calling for the release of top-line…

What is the Difference Between Social Security Disability and …

The main difference between Social Security Disability (SSD, or SSDI) and Supplemental Security Income (SSI) is the fact that SSD is available to workers who have accumulated a sufficient number of work credits, while SSI disability benefits are available to…

UnitedHealthcare Medicare Advantage cuts doctors

Dorathy Senay’s doctor had some bad news after her last checkup, but it wasn’t about her serious blood disorder called amyloidosis. Her Medicare Advantage managed care plan from UnitedHealthcare/AARP is terminating the doctor’s contract Feb. 1. She is also losing her…

Goodfellows a blessing for local woman

Doretha Hughes struggles each month living off her Social Security income and while bills and medication take up most of her money, she says God always provides everything she needs. She’s thankful for the help she receives from Goodfellows, which provides her…

Heads up: Your Social Security number IS your card

Often, people decide they need to apply for a new Social Security card because they can’t find their old one. As long as you have all of the required information and documentation, it’s not difficult to obtain a replacement Social…

Retirement Road Blocks for Baby Boomers

From now until 2030, about 10,000 Baby Boomers will turn 65 every day, according to the Pew Research Center. This large generation, born between 1946 and 1964, has had a huge impact on American culture and society, and that remains…

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