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Your Retirement Finances: How high is up?
So much has been publicized about the poor savings habits of people approaching retirement, creating a persistent question for many people about how much funding they need to have accumulated when they reach those “golden years.” It’s a question that…
Social Security at the Tipping Point: Things you should do
According to the last Social Security Trustee Report, the Social Security trust funds will reach the point of paying out more than they take in sometime around 2020. The long-term implications of this, of course, are that the accumulated reserves…
What Parents Can Tell Their Kids About Social Security
One of the tenets of parenting is to prepare your children for the world around them, and that certainly includes the world as they’ll know it when they reach the age of Social Security eligibility. Forbes contributor Winnie Sun provides…
Looking Ahead to the Social Security Trustees 2017 Report
June traditionally marks the time when the new Social Security Trustees report hits the street. As in the past few years, it’s expected that there will be intense focus on the solvency issue and who will be impacted by it…
Social Security and Disability: An Explanation of Relationships
Reuters columnist Mark Miller takes an in-depth look at the relationship between Social Security’s basic old-age provisions and disability in an article posted today on www.nasdaq.com. His post discusses the implications of proposed cuts to the disability and supplemental income…
Retirement Savings: A Bleak Picture?
A post on www.msn.com by Ester Bloom reports that “35 percent of all adults in the U.S. have only several hundred dollars in their savings accounts, 34 percent have zero savings and about half of U.S. families having no retirement…
The Changing Retirement Landscape: Workplace Pension Plans Continuing to Evolve
With more than half of America’s workforce participating in employee-sponsored retirement plans, it’s easy to see how the future of those “golden years” might be becoming cloudy. In fact, workers having the benefit of defined contribution plans has dropped substantially…
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…
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…
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…