Latest News

Not sure when to file for benefits, here’s a rundown of your choices.

Not sure when to file for your Social Security benefits? Are you aware there is an eight-year window to start taking your Social Security benefits? The attached article list the various ages at which you might claim Social Security, and…

Your Social Security benefit and taxes

As we come to the end of the tax season, many older taxpayers are finding out for the first time that some of their Social Security benefits might be subject to tax. Almost 20 million people get taxed every year…

Is Entrepreneurship in your retirement future?

Entrepreneurship has become an attractive alternative for aging employees who are seeking work on their own terms while maintaining the professional identity it took years to build. Retirees are often more successful as entrepreneurs because they have the confidence and…

Pre-retirement Americans are very concerned about the Social Security system

A recent Gallup poll found 51 percent of pre-retirement American adults are very concerned about the Social Security system whereas only one-third of young adults expressed a great deal of concern about the system. To find out more click on…

What is the “Spend Safely in Retirement” plan?

What is the “Spend Safely in Retirement” plan? It is a relatively straightforward strategy based on a study by the Stanford Center on Longevity and the Society of Actuaries which allows people to squeeze as much income as possible from…

Do you have more credit card rewards than retirement accounts?

Do you have more credit card rewards than retirement accounts? If so, you are not alone; actually more Americans are enrolled in at least one credit card rewards program than are enrolled in any kind of retirement plan.  A recent survey…

Medicare Advantage plans to integrate ride-sharing services

Last week the Centers for Medicare and Medicaid Services (CMS) said it was “reinterpreting the standards for health-related supplemental benefits in the Medicare Advantage program to include additional services that increase health and improve quality of life.” This new rule…

Should you use 401(k) instead of Roth?

Anyone saving for retirement has probably had to decide whether or not to save in a Roth account or a traditional retirement account. Most experts recommend that you save in a Roth account if you expect to have a higher…

National Social Security Month Shines a Light on Our Online Services

(Source – blog.ssa.gov) In April, we celebrate National Social Security Month, and highlight our agency’s mission and purpose. We’re with you throughout life’s journey — from birth, to marriage, and into retirement — and we’re always searching for ways to…

If you retire early, do you know how much your Social Security benefits will be reduced?

If you retire early, do you know how much your Social Security benefit will be reduced? So before you decide to start taking your benefits, it’s important to determine what your benefit amount would be if you’ve reached your full…

Website by Geiger Computers