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Victory Lap Retirement

In the new book “Victory Lap Retirement” by Mike Drak and Jonathan Chevreau, the authors want to change the way society thinks about retirement from a “surviving mentality” to a “thriving mentality.” Read their interview here… Notice: The link provided in…

BitcoinIRA

BitcoinIRA, a company which is fully Internal Revenue Service (IRS) compliant, allows users to create retirement funds based on cryptocurrencies, is adding new options to its portfolio. Read article here… Notice: The link provided in the text above connects readers to the…

Millennials Start Saving

A sizable 41 percent of Americans aged 17 to 35 haven’t started saving for retirement according to Wells Fargo Investment Institute. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL…

Take Advantage of these Retirement Catch-Up Strategies

If you are in your 50’s and still have not started to save for your retirement, you still have time. It’s not too late to take advantage of certain retirement catch-up strategies.  Read article here… Notice: The link provided in the…

Medicare Advantage Plans: Check the Fine Print for Hidden Costs

Medicare Advantage plans, which are issued by private insurance companies, have costs associated with them in ways you wouldn’t expect. So before you sign up for such a plan, check the fine print for expenses to understand how much the…

Why You Need to Check Out Your Social Security Numbers Part 1

If you wait until you are 70 before claiming your Social Security benefit, you will receive the highest possible benefit; however, only three percent of retirees do so. In the attached article by William Baldwin: “Wrong Reason #1 to take…

A Few Financial Considerations Before You Leave Your Full-Time Career

Many people consider retirement to be a time of opportunity but discover that their financial savings are not enough to cover expenses. The attached article gives a few financial considerations that should be thought through before leaving that full-time career. …

Don’t Become the Catch of the Day

Verifying and protecting your identity is of great importance to us at Social Security. We dedicated an entire section of our website to explaining how we process your information online and verify Social Security numbers. We include helpful tips you should be…

Some of the Things That Might Keep You Up at Night Concerning Your Retirement

In Marlene Satter’s article “10 Scary Retirement Statistics: 2017”, she reviews some of the things that might keep people up at night about retirement. Read her article here… Notice: The link provided in the text above connects readers to the full content…

IRS is Cutting Hurricane Victims Some Slack

Accounting Today reports that the IRS is allowing 401(k)s and other employer-sponsored retirement plans to give loans and hardship distributions to aid those affected by Hurricane Harvey without incurring penalties. Read article here…  Notice: The link provided in the text above connects…

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