Latest News
Debunking the “Social Security Won’t Be There for Me” Myth
It’s a surprisingly common thought among younger folks…that our Social Security system will collapse and be unable to make payments in the future. This article by The Motley Fool posted on m.nasdaq.com dispels that rumor, and offers some advice for…
A Few Options to Boost Your Retirement Income
If you need to increase your retirement income, do you know your options? The attached article explores 10 ways you might boost your retirement income. Read article here… Notice: The link provided in the text above connects readers to the…
Small Business Owners Need to Establish a Retirement Plan
According to industry experts, one-third of small-business owners don’t have a retirement savings plan in place. The attached article reviews a few ways for small-business owners to get started. Read article here… Notice: The link provided in the text above…
Three Misconceptions About Social Security
Let’s face it Social Security is a complicated program; it is so easy to make mistakes about how best to get the most out of the program. The attached article reviews the three most often heard misconceptions financial planners hear…
Approach Social Security Strategically
During your working years you paid into Social Security so that it is there for you when you retire. Therefore it makes sense to approach Social Security strategically so that you end up with the maximum amount in benefits you…
The Golden Decade
The years from age 60 to 70 are sometimes called the “golden decade” because that’s when you have the most control over your tax situation. Read article here… Notice: The link provided in the text above connects readers to the full content…
Choosing the Right HSA
Morningstar, an independent investment research and management firm, has issued a report about HSAs and their providers with the goal of helping investors and employers in choosing a plan. Read article here… Notice: The link provided in the text above connects readers…
The Latest Social Security Scam
A nationwide effort to warn the public about scammers targeting individuals’ Social Security information is underway. The most recently reported incidents state the calls come from a 323 area code. Read article here… Notice: The link provided in the text above connects…
Benefit Adjustment of Social Security Income Compensation (BASIC) Act
U.S. Senator Chris Murphy, D-CT, is proposing a bill called, Benefit Adjustment of Social Security Income Compensation (BASIC) Act that will help ease the burden on families after a loved one passes away. Read article here… Notice: The link provided in…
Five Hot-button Issues in Retirement Policy
Five hot-button issues in retirement policy were at the forefront of lobbying efforts in the second quarter of 2017; however, spending on lobbying is the lowest it’s been in over a year. Read article here… Notice: The link provided in the…