Latest News

A Case for Using the CPI-E to Calculate COLA

In an article posted on www.fool.com, The Motley Fool’s Sean Williams takes a look at the impact that use of the Consumer Price Index for the Elderly (CPI-E) rather than the CPI-W could have in calculating cost-of-living adjustments (COLA) for Social…

Organizing Your Financial Life–Some Mechanical Thoughts

In a post on U.S. News & World Report’s Money page, contributor Janet Alvarez provides some suggestions that can help you streamline your record keeping processes as you plan for future retirement. From storing and categorizing your documents to managing your…

Claiming Social Security at 62–the Math Behind Your Decision

Claiming your Social Security benefits at any age earlier than your full retirement age (FRA) naturally will affect the size of you monthly payment. The system, of course, is designed such that no matter when you retire, the average person will receive…

Retirement Takes Some Real Planning

Taking the plunge into retirement is not for the faint-hearted. Failure to heed sound advice as you take this big step can cause you problems down the road. NerdWallet’s Liz Weston can help you with this, and has outlined some important…

There’s Plenty You Should Know About Social Security Disability Benefits!

(Source: Social Security Administration) Life is unpredictable. When something interrupts your plans, it’s good to know there’s a way to supplement your income, in case of an unexpected life event. Social Security has a strict definition of disability based on…

What’s Available to You at SSA

An article posted today at www.pantagraph.com provides an overview of the information and services available via the Social Security Administration. The article also includes direct links to several key SSA webpages that can provide helpful information. Check the article out here…  …

More Fears About Retirement

A majority of current workers think that the financial challenges this generation will face in retirement will be harder to overcome than the challenges of previous generations and here’s why.  Read article here… Notice: The link provided in the text above connects readers to the…

The Basics

Millions of Americans have a poor understanding of how their Social Security retirement benefit will be calculated, how your retirement age affects your benefit, and whether or not your spouse may be entitled to a higher benefit. Read article here……

Only 3 Percent Wait

Only three percent of American workers wait until age 70 to start receiving their retirement benefit. Why? It is important to understand the motivations to wait. Read article here… Notice: The link provided in the text above connects readers to the full…

How Many Baby Boomers Filed for Social Security in 2016?

Baby Boomers are signing up for Social Security in the millions, actually 2.9 million new awards to retired workers in 2016 with the average award of $1,406.58.  Read article here… Notice: The link provided in the text above connects readers to the…

Website by Geiger Computers