Latest News
Clearing Up the Medicare Enrollment Confusion
Congressional action appears to be on the horizon to clear up the confusion surrounding when and how to enroll in Medicare. For those still in the workforce or for those who have delayed filing for their Social Security benefits beyond…
A Frank Look at the “New Retirement” Landscape
“70 is the new retirement age. Not a month or year before.” These are the words of retirement planning legend Suze Orman, whose www.cnbs.com article gives pause to anyone thinking about early retirement (or even skipping out at their Social…
Your Life on Social Security–The Potential “Bumps on the Road”
In an article titled “4 Reasons You Can’t Live on Social Security,” The Motley Fool’s Christy Bieber takes a look a four potential (perhaps probable?) roadblocks facing that those planning to bank extensively on Social Security for income in their retirement…
Homeschooling and Social Security–Understanding the Rules for “Full-Time” Status
An article posted on the Home School Legal Defense Association (HSLDA) website sheds light on interpretation of the rules associated with Social Security benefits for children of deceased beneficiaries. HSLDA Staff Attorney Peter Kamakawiwoole, Esq. explains the details in a dispute…
Getting the Most Out of Social Sdecurity
Once again, Social Security is for the long-haul, and it’s important that your filing strategy is geared toward getting the highest level of benefit you’ve earned. Fox Business takes a look at some basic planning steps to be considered as…
The Downside of Working Longer
You’ve no doubt seen articles trumpeting the trends that people are remaining in the workforce longer and longer these days, and there are positive reasons why this is so. The cognitive benefits of staying engaged in challenging environments is one…
Restricted Applications and Benefits Sequencing – Some Q&A
With the changes last year regarding “file and suspend” and “restricted applications,” there remains some lingering confusion concerning when, how, and what to file to maximize spousal benefits. Larry Kotlikoff, founder and president of Economic Security Planning, provides some clarifying comments…
Single Vs. Couples: Social Security Rules are the Same, But Different
Planning for retirement, to be effective, requires a strategic approach. No question about that. But if you’re single, it’s important to know that there are set of factors that are different from those faced by married couples, and these factors…
Social Security’s Changing Landscape
Social Security Works president Nancy Altman, speaking at an aging conference of the National Press Foundation, expressed belief that Washington is waking up to the need for corrective action on Social Security. Altman’s comments included indications that expansion might be be…
Improve Your Retirement with a my Social Security Account
(Source: Social Security Administration) September was National Self-Improvement Month, but it’s always a good time to focus on your health and wellness. While you do that, make sure your retirement is healthy, too, by opening a secure, personal, my Social Security account. Registering…