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The Claiming Age Clarity Act and How it Helps Seniors Understand
The Caiming Age Clarity Act (H.R. 5284) has passed both the Senate and the House and is now on its way to President Trump for signature. The Act, intended to make Social Security benefit-claiming decisions easier to understand, is expected to help seniors avoid the potential loss of substantial benefits.
Strategies for Trump Accounts Clarified
With the October 1, 2026 start of automatic enrollment of eligible children into Trump Accounts, the Treasury Department reports nearly 70 million accounts have been established.
Absence of Social Security Insolvency Commentary Cited in Senate Races
With a catastrophic Social Security event now less than six years away, it’s becoming increasingly apparent that Senate candidates are shying away from addressing the issue.
The "Mysterious" $90 Deposit
Millions of Americans have noticed a pleasant surprise in their checking accounts this week. The surprise is a one-time $90 payment from the Internal Revenue Service, reflecting money redirected from the Medicare Improvement Fund, created by Congress in 2008 to improve Medicare's fee-for-service program, that was never used.
2027 COLA Watch: Are Projections Slipping?
Less than a week before the official Bureau of Labor Statistics release of September CPI-W figures, speculation is emerging that the resulting 2027 Social Security cost-of-living adjustment (COLA) may fall short of earlier estimates.
How big a “nest egg” do you need to retire comfortably?
As we approach mid-life, many wonder how much we should have squirreled away when it comes time to hang up our working clothes for good. After all, planning for retirement is likely on almost everyone’s mind in their 40s and…
Will Social Security be an Issue in the Upcoming Midterm Elections?
Well, of course it will, as so eloquently expressed in this Newsweek article by Suzanne Blake. The article starts out by discussing a recent endorsement by Iowa Senate candidate Josh Turek for for raising the Social Security Taxable Maximum. But…
Scam Alert: Beware of SS Direct Deposit Offers with Prizes
It’s a dangerous online world we live in these days, with many scammers seeking to get at your Social Security benefits. The Inspector General (IG) of Social Security has issued a “Scam Alert” which warns of nefarious characters attempting to…
Don’t Laminate your Social Security Card
For many, their Social Security card is viewed as a valuable document, and they typically keep it safe. The Social Security Administration (SSA) suggests that you not carry your SS card in your wallet, but rather just memorize your Social…
Social Security rules changing in 2027
As the old saying goes, “the only thing constant in this world is change.” And we can see that in almost everything - as time marches on, the world seems to change around us. So, as we look forward to…