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Tax Season…The Good and The Bad For Retirees
The fact that 85% of one’s Social Security benefit may come as an unpleasant surprise for many new retirees, but there’s also some positive aspects of tax season (like the small bump seniors get on their standard deduction). A post…
The Importance of Understanding Social Security’s Basics
It’s true that many folks–far too many, really–are not aware of some key factors that ultimately impact the amount of their Social Security benefit. And since this is clearly one of the most important senior benefits available to Americans, it’s…
Last Minute Shoppers Be Alert…the Online Marketplace Can be Risky!
We’re down to the wire on Christmas shopping, and smartphones offer a convenient way to avoid the crush of that last minute dash to the mall. In fact, some sources report that about a third of all holiday shopping is…
The Importance of Staying Financially Vigilant in Retirement
In a post on democratherald.com, The Motley Fool’s Maurie Backman provides guidance for those potentially lulled into taking their eyes off the financial ball. She presents three primary mistakes that need to be avoided to maintain one’s financial health throughout their retirement…
Age 70 Retirement…Potentially the New Norm?
Life expectancy is continuing to grow…that’s no statistical secret. With Americans likely to live into and past their late 70s, and many living into their 90s and beyond, the “normal” retirement age of 65 appears long gone. The full retirement…
Year-End…A Good Time to Update Your Social Security Information
In a post on www.unionleader.com, Social Security representative Nicole Tiggemann discusses convenient ways to update your personal date through your online my Social Security account. With year-end approaching, and with any of us taking a fresh look ahead into 2020, it’s a…
More on the “Retirement Savings Dilemma”
Eric Galatas of the Nebraska News Connection, in a post on norfolkdailynews.com, notes that “Nearly half of U.S. families have no retirement savings, according to a new Economic Policy Institute report.” He further notes that “And the median balance for families…
Social Security Pointers Especially for Women
This podcast transcript from Marcia Mantell, author of the new book “What’s the deal with Social Security for Women?” covers key Social Security claiming issues pertinent to widows, divorcees, married and single women. Her comments cover spousal benefit planning and the…
Understanding the benefits of a Roth IRA
The decision to forego the benefit of a current year tax reduction in favor of a Roth IRA can be a difficult one to make. But if you go that route, you’ll thank yourself when you get in to your…
Social Security Makes the Top 10 List of News Items
InvestmentNews reports in a recent post that Social Security issues are among the Top 10 news items that were most popular with their readers in 2019. Specifically, the issue of deferring filing until age 70 to take advantage of deferred…