Latest News
Baby Boomers Feel Financially Prepared for Retirement
According to the “New Generations Ahead Study” from Allianz Life, almost three-quarters (72%) of the Baby Boomers say they feel financially prepared for retirement. Read article here… Notice: The link provided in the text above connects readers to the full content of…
On the “Dark Web” a Social Security Number Can go for as Little as $1.00
When Equifax revealed it had been hacked, it left 143 million people vulnerable to identity theft and sent Americans scrambling to protect their credit reports. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article.…
It’s Never Too Early or Late to Learn How Social Security Works
It’s never too early or late to learn how Social Security works. By understanding how it works can help you get the most out of your benefits. The attached article reviews three wise moves that will serve you well financially.…
The Unintended Consequence of Legalizing Medical Marijuana: Social Security Disability Insurance Claims
A major unintended consequence of legalizing medical marijuana for medicinal purposes has led to an increase in the probability that people will make Social Security Disability Insurance (SSDI) claims, according to researchers at Temple University, Johns Hopkins University and University…
A Few Common Social Security Misconceptions and the Truth Behind Each One
Majority of Americans will collect Social Security benefits at some point in their lives; however, there are many things about the program that are not well understood. The attached article looks at a few common Social Security misconceptions and the…
Open Enrollment for Medicare Advantage Plans is Starting Soon
Starting in October, open enrollment for Medicare Advantage plans begins. I’s important to have a thorough understanding on how your Medicare Advantage plans will be different in 2018 and how your expenses and treatment options may change. Read article here… …
Retiring Abroad: What You Need to Know
Overseas retirement is growing in popularity in spite of weather risk and vulnerable infrastructure. According to Social Security Administration, about 400,000 American retirees live abroad and that number has climbed 17 percent between 2010 and 2015. Read article here… Notice: The…
Charitable Donations from Your 401(k) Account
In Kim Langford’s column appearing on Kiplinger’s website, she answers a reader’s question “I know you can give your required minimum distribution from an IRA to charity tax-free. Can you also give your RMD from a 401(k) to charity?” Read her answer here… Notice: The…
Should you take your pension as a lump sum?
If you’re among the decreasing number of retiring employees with a pension, you may be offered an option to take it as a lump sum rather than lifetime monthly payments. While getting a large sum of money up front can…
A dozen ways to secure your future
Not running out of money in retirement is, or should be, the primary goal of all those looking ahead to their golden years. Trouble is, far too many people either don’t know how, or neglect acting to secure their financial…