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Understanding the World of Finance – An Essential Ingredient for Retirement Success
While many of us dabble in rudimentary financial issues, truly understanding what we don’t know is critical to getting a good grip on planning your retirement–whether you’re aging into it, or whether you’re already there. Buz Livingston CFP, in an article…
‘The VA Is On A Path Toward Recovery,’ Secretary Of Veterans Affairs Says
(By Rebecca Hersher for NPR) Secretary of Veterans Affairs David Shulkin says the Department of Veterans Affairs “is on a path toward recovery.” Continue reading article here… Notice: The link provided above connects readers to the full content of the posted article.…
Defining the “Rule of 55”–How it Works and Where it Applies
This little-known IRA provision can offer penalty-free relief in situations where there is a necessity to draw on deferred compensation plans prior to age 59 and a half. Gregory Ostrowski of Scarborough Capital Management examines the rule and provides several scenarios…
Retirees finding more and more taxpayer-friendly states these days
Roger Russell, senior editor for tax with Accounting Today, takes a look at “Great states for golden years” in an article posted on www.accountingtoday.com. He explores some of the trade-offs that need to be made when selecting a retirement destination. Check…
Is Medicare Advantage Coverage Right for You?
In a 2016 poll, it found that a whopping 90 percent of people with Medicare Advantage plans are satisfied with their plans. Click on link provided to read the answers to some frequently asked questions on Medicare Advantage to see…
Social Security and Its Associated Taxation Rates
The Motley Fool’s Sean Williams takes a look at the various tax rates applicable to Social Security in an article published on www.fool.com, noting that the average American worker pays more than $3,000 into the OASI and DI trust funds annually.…
The Statistical Side of Modern Retirement
The “baby boomer” wave is well on its way to aging into the 62-to-70 bracket, and that demographic is causing quite a statistical stir in the world of retirement finances. For those looking ahead to their retirement years, there are a…
Thinking About Retiring Early? Be Careful and Consider the Long Haul
The retirement savings dilemma has been thoroughly covered by various media outlets for sometime now, so it shouldn’t come as any surprise to anyone that a hefty portion of future retirees to not appear financially set for what could be…
The Link Between Retirement Planning and Productivity
Retirement planning appears to be merging as one of the more meaningful steps an employer can take to improve worker productivity, according to the results of EBRI’s recently released 2017 Retirement Confidence Survey. The absence of a clear path to adequate…
Social Security Disability: New Guidelines Eliminate “Treating-Physician” rule
Effective Monday of this week, agency procedures applicable to the review of disability claims will discount the previous mandate for adjudicators to weigh the evidence of disability presented by a claimant’s medical treating sources. The rule change could further the recent decline in…