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Medicare and Age 65…There Are Many Key Questions to Consider
Reaching age 65 brings with it the opportunity to enroll in Medicare, but it;s not always a simple process to decide how best to handle that enrollment. In a post on www.miamiherald.com, Miami Herald contributor Kathryn W. Foster takes a…
“Longevity Risk” and the Social Security Model
In a post titled “The downside to living longer: Running out of money,” Yahoo Finance Senior Writer Ethan Wolff-Mann examines how today’s–and tomorrow’s–extended life expectancies have complicated retirement financial planning. Whether it’s the impact on pension plans or individual savings, it’s…
Strategies for Managing Spending in Retirement
Joel Hardin, a Senior Partner and co-founding member of City Center Financial LLC, focuses on “income planning” in a post on www.kiplinger.com. His methodology involves determining expenses first, then assessing income streams that will support these expenses. One of the most important…
More Discussion on the “WEP-Fix” Issue
In a post today on www.newsmax.com, financial market strategist Peter Reagan offers commentary on Congressional efforts to “fix” Social Security’s Windfall Elimination Provision (WEP). Describing these efforts as focused on making the legislation fairer for those affected by it, Reagan suggests strategies that…
The SECURE Act–2020 Passage Hoped For
After unanimously passing a House vote earlier this year, HR 1994 (The SECURE Act) is now awaiting action in the Senate. Industry watchers are hoping for Senate passage in 2020, as explained in this www.clevelandjewishnews.com post by Andrew Zashin, Esq.…
Can You Live on Social Security Alone?
Well, the short answer would be yes, assuming living expenses can be scaled down to meet the monthly benefit payment. Right now, that’s less than $1500 per month.In an msn.com post by Daniel B. Kline discusses the thinking that would need…
Divorce and Spousal Benefits…A Complicated Issue
Not all divorces are agreeable. In some cases, issues can arise regarding stipulations on what retirement benefits will ultimately be available to the individual parties. In this pbs.org post, Social Security expert Philip Moeller addresses the question of “Can my ex bar…
Plan for Your Future with a my Social Security Account Today!
(Source: Social Security Administration) With the addition of the new Retirement Calculator feature to my Social Security, there’s never been a better time to open or access your my Social Security account! The new my Social Security Retirement Calculator gives you confidence in your retirement decisions: Continue reading → …
The Importance of Annual Financial Check-ups for Retirement Planning
Your annual physical examination is important to your health. You know that. But do you know that an annual check-up on your financial health is also important, particularly with respect to your plans for retirement. The Motley Fool’s Katie Brockman offers…
Social Security Administration Announces Expanded Disability Fraud Effort
The Social Security Administration’s Office of the Inspector General (OIG) recently announced expansion of its Cooperative Disability Investigations (CDI) Program. This program, a cooperative venture of Social Security and its OIG, State Disability Determination Services (DDS), and local law enforcement agencies now…