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1983 changes to Social Security hitting retirees now.
With all the talk about what must be done to change Social Security for the future, you might have missed that changes to the program enacted in 1983 are already affecting those retiring now. One of the most effectual changes…
How much Social Security would you get over 20 years
While considering when to begin collecting Social Security, many people think only in terms of how much they will receive each month. And while that is certainly a valuable thing to consider, you should also look at the difference in the…
It’s tax season again – do you understand your W-2 form?
You should have already received your Form W-2 from your employer, but do you really understand what all of the various copies are used for and what all of those boxes mean? Even a seasoned worker can get confused by…
If you’re short on retirement savings, here are some ways to catch up
It’s a pretty well known fact that far too many Americans don’t have enough money in their savings to keep them comfortable in retirement. So what’s a person to do? Whether you’re still just thinking about it or have already made…
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.…