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Your “Second Act”…Easing into Retired Life
Preparing for the shift of gears known as “retirement” takes some careful planning, and Forbes contributor Ed Fuller can help you out in this regard. In an article posted www.forbes.com, Fuller shares some thoughts on transitioning into this major change of…
Explaining the Taxation of Social Security Benefits
Financial reporter Scott Burns, responding to a question on the handling of tax revenue from the levy paid on Social Security benefits by many recipients, explains where the funds go and how they’re reported on by the Social Security Administration.…
New Year’s Resolutions and Year-End Checkups – Now’s the Time
For those approaching their retirement years, perhaps the most comforting New Year’s resolution might be to have a stress-free financial picture during those leisure years. In a post today on foxbusiness.com, Casey Dowd covers a few basics to be considered as one…
The Complexities of Spousal Benefits
With spousal benefits cited by a Government Accounting Office study as an area that is continually misunderstood, it’s becoming more and more important that Social Security’s rules in this area are well-known before decisions are made early in the game. This…
Medicare or Medicaid — Where will reform efforts focus?
The Hill’s Peter Sullivan takes a look at the incoming administration’s potential strategies for health care reform, specifically with respect to comments make by Vice President-elect Mike Pence on the likelihood of block grants for Medicaid funding at the state…
Understanding what Medicare Doesn’t Pay For
Some of Medicare’s basic exclusions may come as a surprise to folks aging into the program, so it’s a good idea to be forewarned and prepared to deal with uncovered medical expenses. This Thinkadvisor article provides an overview of five…
Reflecting on 2017 Social Security Changes
The National Ledger’s Tom Margenau takes a look at what’s ahead for Social Security in 2017, from the 0.3% COLA to changes in various earnings limits. Check it out here… Notice: The link provided above connects readers to the full content…
The Reasoning Behind Early Filing for Benefits
Forbes and Next Avenue contributor Laurence Kotlikoff examines three basic schools of thought people use when electing to file for Social Security benefits at the earliest age of eligibility, 62. His analysis puts the rationales into three groups: those basically…
Social Security’s Gift to Children is Security
Source: Social Security Administration This is the season of caring. No matter your religion or belief, December is also considered a time to focus on the children we love. Whether we’re wrapping Santa’s gifts, buying Hanukkah treats, decorating the house…
A Checklist for Retiring Early
As that magical phase of life called “retirement” approaches, many give thought to the wonder of retiring early and heading out on a different path. Social Security, of course, is structured to enable you to enter this phase as early…