Latest News
Sharing Your Social Security Knowledge with Your Grandchildren
By sharing your knowledge about Social Security and how the program works for you with your grandchildren you are giving them the gift financial literacy. Read article here… Notice: The link provided in the text above connects readers to the full content…
It All Comes Down to Planning
How well you plan could mean the difference between a secure retirement and an uncertain one. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL (internet address) for this link…
More Information on the Military’s New Blended Retirement Program
Federal agencies released new information this week to help current military service members decide whether to opt into the new blended retirement program (Thrift Savings Plan) or stay with the current military retirement system. Read article here… Notice: The link provided…
One of the Most Overlooked Threats to Your Retirement: Taxes
One of most serious threats to retirement plans is not the obvious, like outliving your wealth, health insurance costs, nursing home expenses, and having to help your children or grandchildren financially; it’s the impact of taxes. Read article here… Notice: The link…
This Social Security Letter is Not a Scam
Every year in May and June, the Social Security Administration (SSA) sends letters to people enrolled in Medicare who may be eligible for two money-saving programs: Medicare Part D’s Extra Help Program and Medicare Savings Plan. These programs can assist Medicare beneficiaries with…
Women More than Likely will Spend their Retirement Years Impoverished
According to a recent study by the National Institute on Retirement Security, women older than 65 are 80 percent more likely than men to spend their retirement years impoverished. Read article here… Notice: The link provided in the text above connects readers…
Life Expectancy and Social Security Benefits
Life expectancy factors heavily into your decision on when to claim Social Security benefits. Failing to accurately predict life expectancy could result in claiming your benefits earlier than necessary, leaving tens of thousands of dollars in lifetime benefits on the…
What if Your Earnings Statement is Wrong?
What should you do if your earnings statement from Social Security is wrong? Read answer here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL (internet address) for this link is valid on…
The New Fiduciary Rule and Some Transactions that will be Affected
The “fiduciary rule” which starts on June 9th and which will be rolling out in a graduated process through January 1, 2018, will govern how investment professionals can give advice involving retirement funds, including IRAs, Roths, Health Savings Accounts, and…
Retirement Education is Working
A recently released report by HSBC Bank states: “The survey’s answers are mostly on track due to retirement issues being widely discussed in the media, and that knowledge seems to have permeated.” Read article here… Notice: The link provided in the text…