Latest News
Warning: Social Security fraud scheme
We carried a warning about this on our website last week, but it bears repeating: There’s a new fraud scheme being perpetrated on unsuspecting seniors. It takes the form of a phone call from someone impersonating a Social Security employee…
Time to Review Your Beneficiary Designations
Many of us didn’t give our beneficiary designations much thought when we first made them or we made them years ago and a lot has changed since then. What many people don’t realize is that those designations are binding and,…
Over 65 is Expected to be the Fastest-Growing Demographic in the Workplace
According to the United States Bureau of Labor Statistics, the over-65 set is expected to be the fastest-growing demographic in the workplace by 2024. Read article here… Notice: The link provided in the text above connects readers to the full content of…
Nearly Half Have No Retirement Account Savings
Nearly half of all families have no retirement account savings at all, and many others are underfunded according a recent Economic Policy Institute (EPI) report. Read article here… Notice: The link provided in the text above connects readers to the full content…
Three Strategies for Boosting Your Retirement Income
What if you cannot provide for your basic needs when you retire? If you find yourself in this situation, here are three proven strategies for boosting your retirement income. Read article here… Notice: The link provided in the text above connects readers to the full…
Ticket to Work Program
“Ticket to Work” is the free and voluntary Social Security program that helps disability beneficiaries aged 18 to 64 get vocational rehabilitation, training, job referrals, and other employment support. Learn more about this program here… Notice: The link provided in the…
Women Face Obstacles on the Road to Retirement
A report from NerdWallet states that 34 percent of Americans admit to having zero savings for retirement and 35 percent say they have saved less than $1,000. However, for women, the situation is worse than it is for men. The…
Health Savings Account Stand-Alone Legislation?
According to Chatrane Birbal, senior advisor for government relations at the Society of Human Resource Management, the health savings accounts (HSA) portion of the proposed regulations may resurface as a stand-alone legislation with additional modifications to the ACA. Read article…
Seventy-Three Percent Say Getting Sick is their Greatest Retirement Fear
In a recent UBS Wealth Management Americas survey, 84 percent of wealthy investors (those with $1 million or more in investable assets) say they are confident they have saved enough for a comfortable retirement. However, 73 percent say that getting sick…
In 2016, Improper and Overpayments for Medicare Programs total $60 Billion
In 2016, federal health officials made more than $16 billion in improper payments to private Medicare Advantage health plans. If we add in the overpayments for standard Medicare programs, the total amount approaches $60 billion – which is almost twice…