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Understanding Marriage-Related Rules in the Social Security World
The decision to marry in life’s later stages can have some significant implications for couples, especially when it comes to spousal benefits. Texas Lawyer staff reporter Miriam Rozen, in an article posted on www.financial-planning.com, takes a look at what needs to…
Worries Over Retirement Likelihood Continue to Grow
Merrill Edge, the online discount brokerage arm of Bank of America, recently reported on research done in the San Francisco Bay Area to assess attitudes about retirement, and the results point to a continuation of pessimism among those still in the…
What’s happening on the retirement front?
There is a variety of trends emerging in the retirement planning area that anyone approaching the threshold needs to be aware of. Bruce Shutan, in a post on www.benefitnews.com, takes a look at a collection of measures that bear scrutiny in as…
Transitioning to Retirement – Some Tips to Improve Your Financial Position
Moving into retirement is a big deal, no question about that. You’ve worked long and hard in preparing for it, and as you get nearer and nearer to the actual step into that phase of your life, there are still…
Thoughts on the Future of Social Security
In a recent telephone interview with ThinkAdvisor, William Reichenstein provided a series of insights into Social Security claiming strategies and the overall future prospects for Social Security’s long-term solvency. Reichenstein, a Baylor University professor and chairman of investment management for Leawood,…
Share the Gift of Security
(Source: SocialSecurity.gov) We have all received gifts we’ve wanted to return: ugly socks or sweaters that look exactly like the one you got (or gave!) last year. Sometimes, just letting loved ones know that you’re there for them, no matter…
Don’t miss your Medicare enrollment deadline.
As we are coming up on the December 7th end of the annual open enrollment period for Medicare, it’s crucial that you know the penalty you’ll pay if you miss the enrollment deadline. There are actually two opportunities for you…
How much income will you need to retire?
One of the most fundamental questions facing anyone planning their retirement is how much income they will need to maintain a comfortable lifestyle in their golden years. As this madison.com article by Matthew Frankel points out, figuring out how much…
Thinking about Social Security soon? Here’s what you should know
For those about to age into Social Security, knowing your options and understanding the impact of your decisions is critically important. Knowing at least the very basic facts about how your benefit is calculated, the financial implications of retiring earlier…
25 Social Security facts to know
A recent study by a major insurance company found that only 25% of over 1500 respondents got a passing grade on a 10 question test of their Social Security knowledge, and only 1 person got all 10 questions correct. This…