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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…
Comprehensive Planning is the Key to Financial Peace in Retirement
The closer one gets to “pulling the plug” and coasting into those golden years of retirement, the more daunting the planning process looms. But a fair amount of the fear can be removed through development of a comprehensive plan to…
Reasons Why a 2% COLA is Inadequate
An opinion piece posted by the editors of newspressnow.com tackles the issue of recent Social Security cost-of-living adjustments, and provides thoughts on how and why the minimal boosts of recent years will not enable seniors to keep pace with inflation.…
Boosting Retirement Income…There are Things You Can Do
Many folks are concerned about their financial readiness for retirement. Will their accumulated nest egg carry them long enough? How big must the balance be before the draw-down starts? Well, there are some things you can do in advance to…
Social Security 2018–There’s Quite a Bit of Change Coming
There are several substantial changes poised to take affect with the New Year, ranging from the much ballyhooed 2% COLA to the changes in Social Security’s qualification criteria, which some significant modifications in between. In a post on www.usatoday.com, The…