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Thoughts As You Look Ahead to Retirement

Social Security’s long-term financial picture is in the news quite a bit these days, and many seniors are beginning to look hard at what role those benefits will play in their post-retirement situation. This South Florida Reporter article by takes…

Social Security’s Mythical Demise Continues to be a Concern for Many

We’ve discussed this point several times via posts on this website, but the concern that Social Security will not be around for future retirees just keeps coming up. The latest incarnation of this long-standing concern was highlighted in a post…

The Evaporating Dream of Retirement

With surveys reporting as many as 40% of working adults writing off the likelihood of a financially secure retirement, it’s little wonder that concerns are growing for the future. The Motley Fool’s Kailey Hagen, in a post on their website, examines…

More Confusion on the Stimulus Front

Although the House of Representatives passed the Heroes Act earlier this month, passage of the Act remains stalled in the Senate and the Act’s provisions–including a new round of stimulus payments–remain in discussion. Meanwhile, some folks are reporting that “extra”…

Plan for Early Retirement, Even If You Don’t Want to Retire Early

To paraphrase Robert Burns, “the best laid plans of mice and men often go awry,” and that is an excellent warning to keep in mind when planning for your retirement. For no matter how carefully you plan your future, changes…

The Pandemic Dilemma: Withdraw from Investments, or Claim Social Security?

In this MarketWatch opinion piece by Howard Gold, the author takes on a topic very germane to today’s circumstances – whether it is better, even in the face of pandemic-induced market losses, to cash out investments for today’s financial needs or to…

How to get the Biggest Social Security Benefit

In this Winston Salem Journal article, contributor Christy Bieber discusses a goal that is probably on the minds of most who are contemplating Social Security – how to maximize your benefit amount. In the article, Ms. Bieber explains how benefits…

Expanded TeleHealth Services For Medicare Advantage

Following up on it’s major expansion of telehealth services to beneficiaries of “original” Medicare, the Centers for Medicare & Medicaid Services (CMS) has finalized plans to allow Medicare Advantage providers to greatly expand their telehealth services. The new rules will…

Stay Active in Retirement, Without Hurting Your Savings

It’s pretty much proven that staying active in retirement contributes greatly to longevity, and staying active doesn’t need to mean a lot of expense. As suggested in this Forbes article by Andres Garcia-Amaya, the size of your retirement nest egg needn’t…

To Claim, or Not to Claim – That is the Question

Nearly all financial advisors will counsel you to wait as long as you can to claim Social Security. The reason is obvious – the longer you wait the more your benefit will be. But, there are also some pretty good…

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