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2018 Changes to Social Security
As most of us know, each year Social Security makes some adjustments based upon a variety of factors such as changes to the national wage index and the consumer price index. For 2018, like every other year, Social Security will…
Claiming Social Security at 64 could be a smart move
The question perhaps most frequently asked of advisors is “when should I take Social Security?” The answer, of course, is never a simple one, but if you can wait at least until you’re 64 years old there are some real…
More Social Security Q&A
Many people have questions about Social Security, and that’s no surprise since there are more than 2700 separate rules and 500 or more claiming strategies. Most of the questions, though, seem to congregate in 15 general areas. The Motley Fool’s…
Thinking About Retiring? Watch Out for These Basic Mistakes
History has shown that there are some fundamental mistakes that retirees often fall prey to, and they have lasting impacts on later years for these folks. The Motley Fool’s Wendy Connick takes a look at four of these common mistakes…
Another Warning on Scams During Medicare Open Enrollment
This BBB Tip of the Week, offered in a post by Kirstin Davis on www.spokesman.com, sounds the alarm for seniors to be on the watch for scammers during the current Medicare Open Enrollment period. Ms. Davis points out that “For many years,…
Social Security Quick Facts for 2018
The Motley Fool’s Dan Caplinger, in a post today on uk.finance.yahoo.com, highlights the basic changes for 2018 in Social Security, from the 2% COLA to the changes in maximum benefit level. Read his article here… Notice: The link provided above…
Starting a New Career Late in Life…Not So Easy for Some
Staying in the workforce beyond full retirement age has emerged as a common financial planning strategy for many, but it may not be as easy as you think. Simply staying in a present position is a fairly clean way to…
Social Security Statements and Their Importance to Retirement Planning
The details associated with the content of individual Social Security Statements are explained in an article posted on www.financial-planning.com by Bucks County Financial Planning Group’s Paul Norr. The author notes “While it may be confusing at first glance, the statement is actually…
Millennials and 401ks…The Opportunity to Save Likely to Continue
Contrary to many media accounts, millennials–those born between the early 1980s and 2000–are not saving enough to ensure their retirement. Recent studies, however, have dispelled this rumor, indicating that “A higher percentage of millennials are contributing to their company’s 401(k)…
Examining the National Debt
Daily Reckoning Managing Editor Brian Maher takes a detailed look at the $4 trillion 2018 federal budget and its relationship to the national debt. His analysis takes a look at the long-range future and the issue of “official” vs. “unofficial”…