Latest News
Another Case for Filing at Age 62
While the decision to file for Social Security benefits at age 62 is so often lumped into the “stupid decision” category by pundits and the media, there can be legitimate reasons for doing so. And these reasons didn’t totally evaporate…
The Social Security Earnings Cap Through the Years
Ever wonder how the annual cap on wages subject to Social Security tax has evolved since the beginning? It hasn’t always changed each year, and it hasn’t always been indexed to any inflation indicators; nevertheless, it has grown from a…
More Thoughts on Saving for Retirement
Sure, it’s a daunting concept: saving enough for a comfortable retirement. There are many questions, and many roadblocks (like life often getting in the way), but there are also many sources of helpful information available for you. Here, in an…
Disability Trust Fund Improves
(Source: Social Security Administration) Social Security has released the final 2016 numbers on the Disability Insurance Trust Fund. The Trust Fund balance had been declining over the last few years until there was a temporary reallocation of FICA revenues. That…
Retirement Financing: Putting the Clients First
Labor Department rules finalized last year are intended to require financial advisers to adhere to a fiduciary standard, meaning that they are required to ensure that advice given to clients is in the clients’ best interests in all cases. But…
NASI Issues Report on Social Security & Medicare Reform Options
The National Academy of Social Insurance earlier this week issued its 2017 report on options for Social Security, Medicare, and other federal benefit programs. The report, titled “Report to the New Leadership and the American People on Social Insurance and Inequality,”…
A Call to Teach Our AAPI Seniors About Social Security
(Source: Social Security Administration) As we approach the new lunar year of the Rooster, we have a unique opportunity to alert our Asian American and Pacific Islander (AAPI) seniors about Social Security benefits and eligibility — like the rooster issues…
Seniors Hit Hard by Student Debt
Reporting that the “amount of (student) debt held by individuals between the ages of 50 and 80 has increased by approximately 60 percent over the past several years,” an article by Jack Nolan of LendEDU posted on timesleader.com presents a grim picture…
Social Security’s Top Ten Blog Posts
An article from Social Security Administration’s Public Affairs Specialist Josh Weller, posted on www.berthoudrecorder.com, presents the “best posts of the past year and a half” from Social Security Matters. They cover a wide variety of topics, including Veterans Affairs, Disability, and the…
Some Thoughts on Eradicating Fraud, Waste from Social Security
One of President Trump’s campaign vows was the clean-up of Social Security. In an article and video posted by by Raffi Williams at circa.com, the possible wasy he might do that are reviewed. Check it out here… Notice: The link…