Latest News
An update on VA Disability and SSDI Benefits
It may be possible to receive Social Security Disability Insurance benefits in addition to VA Disability benefits, according to an article by David Anderson posted today on www.wadenapj.com. His article discusses the differences and explains the application process. Check it…
Some Help at Tax Time
Yes, it’s that time of the year. And in case you haven’t been thinking a whole lot about it yet, Kelly Phillips Erb of he Forbes staff will help you get in the mood. She provides a primer on purpose and…
Retirement Planning and Tax Strategy – Perfect Together!
While one should not completely drive the other, it’s important to your financial well-being in retirement that your current-day planning efforts ensure that the tax decisions you make today will help you in those later years. Donna Skeels Cygan of “The…
What’s Ahead for Social Security Administration
In an article posted today on newsok.com, Social Security Administration officials address some of the improvements ahead for the program, from easier-to-get status information to claims processing and hearing schedule information. Check it out here… Notice: The link provided above connects…
Managing the “Longevity Risk.”
Developing a financial plan to have your money last as long as you do is a challenge, no question about that. Personal enjoyment preferences aside, it’s essential to think about developing a plan to mitigate the longevity risk as best…
Why Work in Retirement?
Well, there are several good reasons, and they aren’t all related to financial issues. For example, mental engagement, physical activity, and social connections head the list of solid reasons highlight by USNews staff writer Emily Brandon in a post on money.usnews.com.…
First Amendment versus Second Amendment
On Thursday, the 11th U.S. Circuit Court of Appeals ruled that Florida’s so called “Docs and Glocks” law violated a physician’s free speech rights. Read article here… Notice: The link provided above connects readers to the full content of…
New Budget Director and Plans for Social Security & Medicare
There’s no clear cut indication of where the chips will fall with respect to upcoming budget discussions, but one thing is clear: Mick Mulvaney will play a key role in whatever happens. Eric Pianin of the Fiscal Times takes a…
Receiving Housing Benefits? A Trip to Social Security May Not Be Necessary
(Source: Social Security Administration) Social Security is constantly evolving to make your life easier. If you are currently receiving benefits from the U.S. Department of Housing and Urban Development (HUD), and are reapplying for benefits, or are assisting someone with…
A Reminder on Social Security Taxation
MoneyTips.com, in a post today on www.huffingtonpost.com, providers a reminder on the rules of taxation applied to Social Security or Social Security Disability Insurance (SSDI) income. From a planning standpoint, it’s good to be aware of these rules as one sets their…