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Executive order aimed at strengthening retirement security in America
On August 31st, President Trump issued an executive order aimed at strengthening retirement security. The executive order directs the Department of Labor and the Department of Treasury to encourage the adoption of multiple employer plans (MEPs), which allow small employers…
Take time now to prepare yourself for Medicare open enrollment
Medicare open enrollment starts October 15th but it’s not too early to prepare yourself for the choices you’ll have once open enrollment begins. The attached article offers some basic information about how Medicare open enrollment works, along with some tips to…
Could a sitcom from the 1980s hold the key to a happier retirement?
Could the sitcom from the 1980s be the key to a happier and healthier retirement? The Golden Girls was about four older ladies who lived together to support each other emotionally and financially in retirement. Read how living with friends…
Questions you need to ask before you retire
Financial wellness studies consistently reveal that retirement is a top financial priority; however, there is often a disconnect between “desired” retirement dates and the actual realistic target date for retirement. Perhaps there are other more important questions that should garner…
Should you fill up your HSA first instead of your 401(k)?
Do you have High-Deductible Health Plan (HDHP) with Health Savings Account (HSA)? Are you contributing as much as you possible can? Why you ask? The article points out the advantages of HSAs and why you should prioritize your HSA contributions…
Find out what thieves want to take from you and how they do it
Over the past couple of years, the Social Security Administration (SSA) Office of the Inspector General has warned Americans about the rash of con artists seeking to get vital information by following a simple strategy: impersonating government employees from the…
Social Security’s asset reserves explained
Not since 1982 has Social Security run a deficit (pay more in benefits than is collected in payroll taxes) until 2018. For 35 years, then, asset reserves have built up, as explained by Sean Williams in this Motley Fool article,…
Five key tips to make the most of your Social Security benefits
The Motley Fool’s Selena Maranjian has these five tips for folks nearing retirement. One, know your full retirement age. It could be between 65 and 67, depending on birth year. Two, know how much income to expect. Three, learn how to…
Social Security myths that could cost you dearly
Over 60% of Social Security beneficiaries rely on those benefits for at least half their income, according to the Social Security Administration. Therefore it is so important to make the most educated decision you can about when to start collecting. Katie Brockman…
Some retirement changes being proposed in GOP’s drive to make tax cuts permanent
CNBC notes stage two of tax reform is set as House Republicans aim to make permanent individual tax cuts passed last year and to ease rules around retirement savings. The bill advancing through the House Ways and Means Committee, which…