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Planning for Surviving Spouse Protection
In today’s (and certainly in tomorrow’s) economy, the death of a spouse typically provides challenges for the surviving spouse. As with any other aspect of financial planning and retirement planning, it’s imperative that thought be given to steps that can…
The Changing Face of Retirement…And the Challenges that go Along With it
The continuing shift away from defined benefit programs, and the upswing in defined contribution approaches to retirement funding signals a fundamental shift in thinking about retirement. An article titled “Is It Time to Retire Retirement or Just Redefine It?” posted…
The Implications of Tax Reform—A Discussion
One of the really hot buttons right now in Washington is the issue of tax reform. The details of what’s likely to be proposed are slowly emerging, but enough has been revealed about the possibilities for some sources to speculate…
Social Security Taxes and Employment of Your Kids in the Family Business
There are some special rules that apply to family businesses–those where the enterprise is a sole proprietorship or a partnership where both spouses are partners–and the withholding of Social Security taxes. In an article posted on chicago.cbslocal.com, Small Business Pulse’s Marie…
Looking at Retirement Planning Basics
Let’s face it…retirement planning is not as simple as your thought it would be. Four decades ahead of your 60s, you probably took a simplified view that when you hit the magic age, it would be just like turning the…
In Case You Wanted to Know How Your Cola is Determined…
Many folks wonder just what the math is behind the annual Cost of Living adjustment applied to their Social Security benefits. The Motley Fool’s Christy Bieber takes a look at this issue in a madison.com post, and also delves into some…
Four Things That Can Derail the Best-Laid Retirement Plans
No matter how well you’ve built your financial picture for retirement, there are still a few “gotchas” that you need to look out for. The Motley Fool’s Maurie Maurie Backman takes a look at these four common miscues and provides some guidance you…
The Dilemma of Choosing Early Retirement
Although in many cases it looks like finances are aligned well enough to enable tapping Social Security at 62, it’s still a good idea to take the long view and consider the variables you’ll likely face. In an article on…
A Look Ahead at Year-End
It’s getting to be that time again…the time when you take a look at how your key retirement planning strategies are evolving. It’s time to check up on your Health Savings Account status and to review the options available to…
Avoid These Four Common Mistakes before Your Retirement
A number of surveys of savers’ attitudes suggest the majority of Americans are worried whether they will have enough money to support themselves comfortably after they stop working. The attached article outlines four important moves you can make to avoid…