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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…
Spousal Benefits for Divorced Women
Questions about spousal benefits sit on top of the list of most frequently asked questions fielded by The AMAC Foundation’s Social Security Advisory Service. And questions about benefits available to divorced spouses, primarily from women, constitute a fair percentage of…
Keys to Retirement Planning
The COVID-19 pandemic has thrown the retirement planning world into chaos, for nothing is feared more than the unknown. But in these unsettling times, sticking with the basics is often the best course, as suggested in this (MO) Daily Journal…
Retroactive SS Lump Sum is Attractive, But There Are Consequences
In this NJ.com article by Karen Price Mueller, the author responds to a question about accepting a retroactive lump sum when applying for Social Security after full retirement age. The article explains the pros and cons of accepting a retroactive…
Stimulus Payments Still Unpaid for Some
Probably the most frequently asked question over the last couple of months is “Did you get your stimulus check yet?” And that’s not surprising considering the sheer size and diversity of the population that is schedule to receive those payments. For…