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Retirement: Ready, Set, Go?
Getting ready to retire means more–much more–than simply moving into another age bracket. There are some fundamental preparations that need to be addressed before one can comfortably ease into that stage of life, and this article by Ken Heise of…
You May Be Able To Apply for A Replacement Card Online
(Source: Social Security Administration) Your nine-digit Social Security number remains your first and continuous link with Social Security. It helps us accurately record your covered wages or self-employment earnings. We also use it to monitor your record once you start…
The Importance of Guaranteed Lifetime Income
InvestmentNews contributing editor Mary Beth Franklin reports on the results of the 3rd Annual Guaranteed Lifetime Income Study produced by Greenwald & Associates, noting that “61% of Americans age 55-75 place a high value on having guaranteed lifetime income to supplement their…
Retirement Planning: Forecast for the Long Haul
Navigating through all those myths and suggestions you’ve heard for so many years requires some careful planning as yo approach retirement. Since the economic environment likely in the years ahead is quite different from, say, 20 or 30 years ago,…
A Primer on Spousal Benefits
The Motley Fool’s Matthew Frankel explores the subject of spousal benefits in an article posted on www.fool.com. In addition to defining the spousal benefit provision, he outlines the steps to take in applying for the benefit. Read the article here… Notice: The…
Public-Private Partnerships for Pension Planning May Hold Promise
With half of the private-sector work force not having a mechanism to save for retirement through an employer-based plan, it’s clear that the impending crisis requires some attention–and quickly. This article, by David Damschen and Richard Mourdock posted on www.washingtontimes.com takes a look…
Important Things to Know About Retirement
There are some very important pieces of information concerning retirement that quite a few people are in the dark on, according to the results of a survey conducted by Fidelity Investments. Items like how much you should save, how much…
Tax Breaks for Older Folks
Every now and then, being a “senior” has its benefits. And sometimes, they come from one of the most unpleasant sources: the federal tax system. Wendy Connick, in a post on www.fool.com, explains some of the benevolences of the U.S. tax code,…
Reaching Age 62? Good time for an assessment!
Age 62 is a good point in life to take a look at where things stand in your retirement plan. It’s a good point to make some long-range decisions on Social Security benefits, and you’ve got three years at that…
No Surprise; Florida Ranks No. 1 in “Best Sates for Retirement.” But Which State is No. 2?
The folks at WalletHub.com have once again published their ranking of the best states for a retirement destination, and again it’s Florida. Surprising to some, though, is their naming Wyoming as the runner-up. and their are other surprises resulting from…