Latest News
Take 5 Steps toward Your Financial Security
(Source: Social Security Administration) April is National Social Security Month and a perfect time to think about your future. We’d like to encourage you to take Five Steps toward Your Financial Security Planning for the future may seem intimidating to…
Retirement and Inflation: What Rising Costs Mean to Your Retirement
Calling inflation a “stealth tax on our assets,” financial writer Doug Carey reviews the substantial impact that creeping inflation rates and commodity prices can have on your retirement security, no to mention the impact in the IRS rates that govern…
Addressing SSDI’s Solvency Issue
Sen. Mike Lee (R-UT) explains the Return to Work Act of 2017, introduced earlier this month by him and Sens. Marco Rubio (R-Fl). and Tom Cotton (R-AR) in an article posted on dailysignal.com. His article outlines the origin of the SSDI solvency dilemma,…
Your retirement goals: The importance of knowing your target
One of the often overlooked questions people need ask when planning their retirement finances is “How much do I rally need?” Washington Post columnist examines the importance of this question in an article posted today at www.tuscaloosanews.com. Check it out here……
“Hospital List Prices” draw attention at AEI
In an article titled “Making (some) sense of hospital list prices” posted on the American Enterprise Institute, Research Fellow in Economic Policy Studies Benedic Ippolito examines the area of “hospital list prices” – often called chargemaster prices – characterizing the subject as…
Home equity: A potential source of financial leverage for some
One of the largest asset many folks heading into retirement have available is the equity in their home and, while many are reluctant to take advantage of it, there are situations where it might make sense. An article by Steve…
Social Security’s Role in the National Debt–Overstated at Times?
While media sources tend to often point the finger at Social Security as a big part of the federal debt problem, ths article by Brenton Smith, posted on www.valuewalk.com, sheds a different light on the issue. Check it out here… …
Expectation vs. Reality: Taking a Look at the Road Ahead for Boomers
Going into their retirement years, representatives of the “Baby Boom” generation are often optimistic, and sometimes overly so. In an article by financial industry journalist Marlene Y. Satter examines 10 major issues facing this demographic cohort and reports on the…
Really, what is retirement all about?
Some think it’s about simply hitting a magic number. Once upon a time it was age 65, now it’s likely to be 66, and in the future could be a higher number. But what is it really about? According to Cathy…
Ready, Set, Go for Retirement: Working around the illusions
There are some persistent falsehoods that could lead one to make long-term planning decisions that may not be in their long-term best interests. Since many of us have these same illusions, it’s good at times to do a reality check to…