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The Mom Project
When you are changing jobs, don’t forget important tasks like retirement plan rollovers. A fintech, a financial technology, company Capitalize has teamed up with The Mom Project, a digital talent marketplace for professional women, to help the organization’s talent base…
How Social Security Decides if You Still Have a Qualifying Disability
(Source – www.blog.ssa.gov) The law requires that we review the current medical condition of all people receiving disability benefits periodically to determine if they continue to have a qualifying disability. Generally, if your health hasn’t improved, or if your disability…
Retirement planning for the self-employed
According to the latest figures released by the US Bureau of Labor Statistics (BLS), as of April 2021, the number of self-employed people in the US is 9.651 million. One of the downsides of being self-employed is that you don’t…
The retirement prospects of four generations of workers
According to a recent survey, 60 percent of workers have made adjustments due to the pandemic-related financial strain, and 82 percent are saving for retirement. The survey findings illustrate the retirement outlook of workers across four generations: Baby Boomers, Millennial,…
IRS continues to levy on Social Security benefits
Many taxpayers who owe the Internal Revenue Service (IRS) money for back taxes believe once they file for Social Security benefits, the IRS cannot continue to collect monies owed. However, the recent decision by the Eleventh Circuit Court of Appeals…
The brief history of Social Security
According to the latest Social Security Administration statistics, over 49 million retirees are collecting their Social Security benefits, 5.8 million people are collecting survivor benefits, and just over 9 million are collecting disability benefits for a total of 65 million.…
The Automatic IRA Act and Savers Credit
According to a PwC analysis, nearly one in four working-age Americans aren’t saving for retirement. Research has shown workers are more likely to build a retirement nest egg if they have access to a workplace-based savings plan. The federal lawmakers…
Innovative reforms to enhance retirement security
Why should you have to be a financial expert to achieve a secure and adequate retirement? According to William G. Gale, David C. John, and J. Mark Iwry of the Brookings Institute, you should not have to be an expert…
Women face challenges to successful retirement
The number of female workers exiting the workforce due to the pandemic is around three million. Despite the vaccine and schools reopening, that number has not shrunk. Unfortunately, many women will experience significant disruption to their career progress, job prospects,…
Putting the inflation we are seeing in context
As we wait to hear what Social Security cost-of-living adjustments (COLA) will be for next year, there are a few things people should know about inflation. Jeff Berman documented his conversion with Jami Hopkins, managing partner at Carson Group, and…