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Planning for retirement? Don’t make these mistakes.
Planning for retirement can sometimes seem daunting, but there are two simple mistakes that are far too often made by those making plans for their golden years. This Moneyips.com article by Shaun Plum explains how underestimating your life expectancy and overestimating how long…
The 4% retirement rule, and why it might not work for you.
The 4% rule- the advice many advisors give for how much of your nest egg you should withdraw annually during retirement – isn’t as cut and dried as it may seem. It could spell trouble if your investment returns don’t…
Trust fund may be depleted earlier than thought
A newly release assessment by the Congressional Budget Office (CBO) has projected that the Social Security Trust Funds may be depleted years earlier than expected, forcing cuts to Social Security benefits beginning in 2030. This, of course, is if Congress…
Save on taxes in retirement by thinking ahead
It pays to think long term if you want to save money on taxes after you retire. This article by Kelli B. Grant appears at msn.com and explains some tax saving strategies that you can use now to save money…
Misleading the public about Republican plans to cut Social Security
There’s a lot of hoopla since the election about supposed nefarious plans by Republicans to cut Social Security, with a recent bill introduced by Rep. Sam Johnson getting much of the attention. But the facts tell a different story; that…
Changes to Medicare rules will benefit “high need” patients
New Medicare regulations going into effect on January 1st should inure to the benefit of “high need” patients who require a more coordinated level of care. Physicians have long lamented that Medicare doesn’t reimburse them for their extra time collaborating with…
Retirement decisions that will make a difference
Managing your investments in retirement should be an important part of your planning process. How you allocate your investments, how much of your nest egg you withdraw each year to live on, and how committed you are to sticking to…
During the holidays, take time to visit Social Security online
With all of the hustle and bustle of the holidays, it’s hard to think about making an online visit to Social Security’s website. But this might be a great time for you to make that visit, and find out the…
2017 Medicare Part A and Part B price changes
Although about 70% of Medicare recipients are protected by the “hold-harmless” provision and will only see a slight Part B premium increase, there are still some changes that will affect everyone. While it’s likely that even the small Part B…
Unpaid student loans affecting Social Security benefits
Though we normally think of student loans as being a problem for millennials, many baby boomers who pursued college during middle age are finding that their student loan may affect their Social Security benefits. As this Fortune magazine article by…