Latest News
Age differences in marriage have an impact on Social Security benefits
For couples with a substantial difference in ages, the challenges of financial planning for retirement require careful consideration of various timing and spousal benefit options. Kerri Anne Renzulli, a reporter at MONEY, outlines the important considerations associated with couples in this…
Job-loss Complications Associated with Medicare Eligibility
Philip Moeller, author of “Get What’s Yours for Medicare: Maximize Your Coverage, Minimize Your Costs,” responds to a question concerning a soon-to-be-65 severed worker. He comments on the COBRA provisions and their relationship to Medicare, and responds to several adidtional questions…
The Rules on Retroactive Social Security Benefits
Columnist and Social Security analyst Tom Margenau, in a post today on tucson.com’s Business page, sheds some light on the rules in place regarding benefits paid retroactively. His preface summarizes the concept this way “The law says you can claim up to six…
More on the Importance of Saving: Social Security’s Uncertain Road Ahead
A brief editorial-type article posted today on ktrh.iheart.com by the iHeart Media News Staff provides still another nod to the importance of focusing on savings accumulation as a major focus of your financial planning processes. Check it out here… Notice:…
Saving for Retirement: The Pros and Cons of Basic Rules
As we’ve noted before, the importance of saving for retirement can’t be understated, and there has been quite a bit of media attention to the lack of savings by future retirees (and current retirees, for that matter). So, what’s a…
Late-life Divorce–Understanding the Details
In most cases, divorce not an easy process, with many details that need to be understood and resolved. But when it comes late in life, with retirement in the picture, the problem gets compounded. An article posted by Karin Price Mueller…
More thoughts on 2018’s Social Security Cola
Federal News Radio’s Senior Correspondent Mike Causey provides some additional speculation on what might or might not happen with respect to the Cost of Living Calculation for 2018 in an article posted on federalnewsradio.com. In addition to thoughts on emerging CPI-W trends,…
Tax Planning…It’s never too early!
Yes, we’re not even at the midpoint to 2017 yet. But there are some things you need to think about even now to get ready for next year’s tax filing. Much of it has to do with arranging your income,…
Hit a Homerun with Social Security
(Source: Social Security Administration) A home run is a highlight of any baseball game. The fans cheer with excitement to see a player rocket the ball into the stands. So, what are you doing to prepare for your retirement home…
Summertime…A Great Time to Think About Retirement Planning
So, what are you going to do this summer? If you’re really smart, you’ll set aside some time during the leisure weeks ahead to do some mental checkpointing on your long-term plans for life after career, otherwise known as retirement…