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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…
What Women Can Do to Become Knowledgeable About Money
In a recent survey by the American College of Financial Services New York Life Center for Retirement Income, found about three in four Americans failed a 38-question retirement literacy quiz. But only 18 percent of women passed the retirement literacy…
Why It Pays To Keep A Careful Eye On Your Earnings Record
Whether you’re ready to retire, just joining the workforce, or somewhere in between, regularly reviewing your Social Security earnings record could make a big difference when it’s time to collect your retirement benefits. Just think, in some situations, if an…
Breaking Down All Your Retirement Savings Options
Retirement experts generally agree that, in order to retire comfortably, you will want to work your way up to setting aside 10 to 15 percent of your pre-tax income. Now, what to do with your savings? The attached article breaks…