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New Rules for Student Loan and Social Security Garnishment

May 5 is the target date for the Treasury Offset Program to begin collecting on defaulted federal student loans. A Marketwatch.com article by assistant managing editor Jillian Berman reports “… the process that allows for borrowers who are in default…

The Problem With News Headlines These days

Social Security is fairly prominent in the daily news cycle these days, from its looming insolvency to the chaos stemming from office schedules, staffing changes, and revisions to many of the access rules. So it’s little wonder that a headline…

Social Security’s Maximum Benefit–How Do You Get It?

Well, let’s just say it’s very difficult. Very few beneficiaries have an earnings record robust enough to generate the highest available benefit ($5,108 this year). As explained by Yahoo!Finance reporter Rachel Christian in a post on their website, “the path…

Celebrate National Social Security Month!

(Source – Social Security Administration) Since its creation in 1935, Social Security has provided financial security to millions of workers and their families. We’ve evolved over the last 90 years as we’ve worked to meet the changing needs of the…

Taxation of Social Security Benefits–Assessing the Impact on Your 2025 Return

The issue of federal taxation of a portion of Social Security benefits is currently undecided, with the Trump Administration lobbying to eliminate the tax entirely. At the same time, Congress is looking at bills designed to increase the outdated thresholds…

A costly mistake for many Medicare Advantage enrollees

A recent study by a leading healthcare system found that people on Medicare Advantage plans are not utilizing dental and vision supplemental benefits provided by their health plan.  One of the major draws for a Medicare recipient to choose a…

Key Checkpoint Questions for Those Thinking About Claiming Benefits

Aging into Social Security eligibility face a considerable amount of research if they want to make the best decisions for their situation. A quick internet search on the topic will provide an enormous amount of material on what you need…

AI and Retirement Planning: Are the models ready for use?

The rapid evolution of Artificial Intelligence (AI), with its standard definition of “computer systems designed to perform tasks that typically require human intelligence,” might appear to be a reasonable path for some seeking to create a plan for their future…

Social Security’s Rule Changes–A Bit of a Bouncing Ball

If you’ve been trying to stay up to date on the administrative changes being made at the Social Security Administration over the past few months, you know that it’s been kind of chaotic. The effective dates for some of the…

2026 COLA Watch: Another revision

Although, it’s way too early to focus on what the January 2026 Social Security cost-of-living adjustment (COLA) might be, some organizations are tracking the inflation numbers and using them as a reference point to forecast what might happen when the…

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