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Assessing Your Retirement Readiness

With the equity markets in a state of disarray, and with uncertainty around every corner, it seems like everyone’s retirement plans are in jeopardy. The basic problem–and it’s not a new one at all–is one of figuring out the timing…

Social Security Records: Yes, Mistakes Do Happen

No system is infallible, even those operated my the Federal Government. The fact of the matter is that mistakes in your personal Social Security records do occur, and it’s up to you to catch them. Te good news is that…

Financial Preparedness and Retirement Planning: The Stress Equation

FEDweek’s editorial staff takes a look at recent conclusions drawn by the Employee Benefit Research Institute suggesting that being financially prepared for retirement can relieve much of the stress typically encountered in this phase of retirement planning. Their article takes a…

Strategic Thinking on Deferred Compensation Withdrawals

With hundreds of thousands of 401k and IRA millionaires now looking at using these funds to support retirement, its time to recognize the importance of tax-effective strategies for withdrawals. In a post on www.forbes.com, contributor Stephen Chen takes a look at strategies…

A Government Shutdown and Your Social Security Benefit

QZ.com White House correspondent Heather Timmons provides insight into the ruling that “… essential services and mandatory spending programs continue to function” in the event of a government shutdown. With such an event looming potentially for later this week, her article points…

Saving for Retirement–When Should You Start?

Think back to your first job. Well, to your first paycheck, anyway. You may remember a parent or, more likely a grandparent telling you to start saving immediately and make it a habit going forward to save for your retirement years.…

Social Security’s Place in Your Future Retirement

No, Social Security is not going bankrupt. Yes, it does face a solvency issue that could, absent legislative action to correct its current trajectory. But despite the possibility that such corrective action will take place sooner rather that later, it’s still…

An Update on SSDI Reform

Collin Roth, policy analyst for the Wisconsin Institute for Law and Liberty, provides thoughts on efforts to implement reform measures in federal disability insurance, suggesting that state-level initiatives might be the answer. In his post, Roth suggests “(i)f states were…

‘Tis the Season…For Scams That Just Won’t Go Away

While most of us scramble to get ready for what we hope will be a peaceful, restful, and uplifting Christmas Season, rest assured that the scammers and fraudsters are doing an equal amount of scrambling. In some case, just following…

2034 vs. 2030? Insolvency’s Arrival Date Questioned

For at least the past two years, 2034 has been labeled as the point at which Social Security’s Trust Fund reserves reach zero. The Motley Fool’s Sean Williams, in a post on their website, suggests that this projection might be…

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