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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 At the same time, Congress is looking at bills designed to increase the outdated thresholds…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…
The Pros and Cons of Privatization for Social Security
Changing the investment strategy for Social Security from its present form to private investment is a thought that has routinely surfaced in the past. While many champion it as a solution to the relatively meager returns realized over past decades,…
Social Security is Changing…Here Are Some Thoughts on How to Keep Ahead of What’s Happening
As noted in an earlier article today, some pretty significant changes have been implemented so far this year in the world of Social Security. And if you read between the lines, you’ll no doubt realize that there’s more to come…much…
The Changing Social Security Landscape (At Least So Far this Year)
No matter the news service you follow to stay current, you’ve seen a steady stream of updates, warnings, and forecasts about Social Security changes unfolding under the Trump Administration. Some of the rhetoric addresses the President’s plans to fulfill the…