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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…
Special Enrollment Periods for Those Impacted by Recent Hurricanes
On Thursday, the Centers for Medicare and Medicaid Services announced that it would open special enrollment periods for all Medicare beneficiaries and qualifying individuals who are seeking coverage through the Federal Health Insurance Exchange, allowing those impacted by recent hurricanes…
What is the Difference Between a Front-loaded Retirement Account and a Back-loaded Account
What is the difference between a front-loaded retirement account and a back-loaded account? Not sure? The attached article explains the difference and the benefits of both types of accounts. Read article here… Notice: The link provided in the text above connects readers…
Identity Theft Protection as a Employee Benefit
According to IdentityForce’s 2017 Progressive Benefits Survey, more employers are offering additional benefits and perks to attract, retain, and motivate talented employees – including identity theft protection. A recent polling of 105 human resource professionals found that two-thirds consider identity…
Women Overall are More Concerned Than Men About Their Financial Security in Retirement
According to a report by the TransAmerica Center for Retirement Studies, women overall are more concerned than men about their financial security in retirement but may be missing opportunities to better position themselves. Read article here… Notice: The link provided in…