Latest News
H.R. 2792 Passes the House – 244-171
Ripon Advance News Service reports that the H.R. 2792, the Control Unlawful Fugitive Felons (CUFF) Act, successfully passed the House. The Act, which amends the Social Security Act to make certain revisions to provisions limiting payment of benefits to fugitive felons under titles…
The shifting sands of retirement financial planning
It’s no secret that it’s no longer your father’s retirement…defined benefit plans are disappearing, Social Security has a long-term problem, and saving is increasingly difficult for many in today’s workforce. Market Watch’s Alessandra Malito takes a look at the overall retirement…
Retiring early? Here are some things to think about.
Many people in the throes of everyday work life dream of bailing out early and leaving the doldrums behind. If that describes you, you might want to be certain you’re aware of some of the challenges you would face. The…
The Triple Tax Benefits of HSAs
Health Savings Accounts have emerged over the past few years as highly-touted retirement savings vehicles. Why, you ask? Well, it starts with the fact that the contribution is tax deductible, and offers the further benefit that these contributions can grow…
The Importance (Criticality, actually) of Joint Involvement in Financial Planning
For many couples, it’s easy for one spouse to take full charge of finances and financial planning, whether it’s retirement planning or day-to-day operating. It’s also, then, easy for the other spouse to be unaware of the details and therefore…
Navigating the “Saving for Retirement” Issue–Some Pointers
For anyone seriously conducting financial planning for their retirement years, it’s no secret that the lack of savings among future retirees looms as a major issue. For many folks, though, especially those decades away from pulling the plug on a…
More Clarification on the Social Security Earnings Test
The Social Security rule that imposes limits on those working while drawing benefits–that is, those who have not yet reached their full retirement age–tends to catch some folks off-guard in their retirement planning processes. Certified financial planner Greg Roberts dispells some…
One Situation Where Claiming Social Security Benefits at 62 is the Best Move
Everyone’s situation is different. For some people claiming their Social Security benefit early is smart, while for others, claiming later is the best answer. In Dan Caplinger’s column, he writes there’s one situation where claiming benefits at age 62 is…
Interesting Social Security Facts and Figures
In Selena Maranjian’s column, she lists 33 interesting Social Security facts and figures that may surprise you and some of them can help you get the most out of the program. Read her column here… Notice: The link provided in…
How Do You Plan to Pay for Long-Term Care in Retirement?
Harris Poll conducted an online survey asking adults how they would pay for assistance with daily living due to illness or injury for an extended period of time, and more than half (55 percent) said they would use Medicare or…