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It’s Not Too Late To Start Planning for Retirement
A surprising number of people are entering retirement unprepared. More than half the workers over 55 haven’t developed a retirement plan; however, it’s not too late to start. Read article here… Notice: The link provided in the text above connects readers to…
Understanding Medicare
Understanding Medicare can be daunting, but not impossible. To help you, we have attached Kiplinger’s article entitled 10 Things You Must Know About Medicare. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article.…
Social Security’s Monthly Snapshot of Benefit Payments
According to the March 2017 Snapshot of Social Security Administration benefit payments, $76.64 billion was parsed out to 61.26 million eligible beneficiaries. The bulk of Social Security’s monthly income went to more than 41 million retired workers, who are bringing…
Retirement Funded Ratio
If your retirement goal is “inflation-protected income for life to sustain a standard of living you enjoyed in the latter part of your work life”; then you need to know your retirement funded ratio. Read article here… Notice: The link provided…
Avoiding the Pitfalls of Working Beyond Your Retirement Age
Working past your “normal” retirement age can offer some advantages but it can also present a few pitfalls to avoid them.. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL…
What Does Your Retirement Look Like?
The individuals who are happily retired spent a great deal of time thinking and planning for it. However, if you are not ready mentally, then all the money in the world won’t buy a fulfilling retirement. Read article here… Notice: The…
A Quarter of Medicare Beneficiaries Spend Twenty Percent or More in Premiums and Out-of-Pocket Costs.
A new study from the Commonwealth Fund found that fifteen million elderly and disabled American Medicare beneficiaries spend twenty percent or more of their household income in premiums and out-of-pocket health costs. Read article here… Notice: The link provided in the text…
Medicare and Health Savings Accounts
In a response to an inquiry from an Individual, the IRS issued an information letter stating that individuals are ineligible to contribute to a health savings account (HSA) if they are enrolled in Medicare. Read article here… Notice: The link provided…
Stop Comparing Yourself to “Averages!”
Averages are just that…averages. Each individual’s situation is different, and subject to a set of parameters unique to that individual. That’s the premise of an article posted on www.forbes.com today by contributor Erik Carter. His article advocates that individuals consider a personalized…
Prioritizing Retirement for Women: An Objective for Mother’s Day
Financial journalist Marlene Y. Satter, in a post recently on www.benefitspro.com, suggests that this Mother’s Day, “Maybe instead of a box of chocolates or a bottle of perfume, you should sit down with your mother on Sunday and present her with a…