Latest News
Changes coming to Social Security in 2017
Although the recently announced COLA increase for Social Security recipients was a mere 0.3%, there are other changes for 2017 that are more significant, especially to those still working. This Fox Business article by Sean Williams discusses those coming changes,…
Changing it to Save it
Representative Keven Brady of Texas, The head of the Ways and Means Committee, said during an interview with The Associated Press on Capitol Hill, he “envision 2017 as taking steps, small, in preparing for larger steps to save Medicare for…
Millennials: Will They be able to Retire?
According to a report from Merrill Edge, millennials intend to work in retirement either for income, to keep busy or to pursue a passion. Read article here… Notice: The link provided in the text above connects readers to the full content of…
Only $5,000 Saved
That is what the average working-age American couple has saved for retirement and those nearing retirement have an average of just $17,000 in their 401(k) plans. Read article here… Notice: The link provided in the text above connects readers to the full content…
Facing Financial Distress
Over four million Medicare beneficiaries that lack supplemental insurance and may be unprepared for the costs that comes with a major diagnosis causing financial stress. Read article here… Notice: The link provided in the text above connects readers to the full content…
Social Security Disability Benefits: Can I take them?
In Tom Margenau Creators Syndicate column appearing in the Arizona Daily Star, he answers four individuals questions concerning Social Security Disability benefits and when or if they should apply. Read column here… Notice: The link provided in the text above connects readers…
More Taxes In 2017
In the Ask Kim column for Kiplinger, Kimberly Lankford answers a readers question on Social Security Taxes in 2017. Read her answer here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL (internet…
Retirement: Are you Sabotaging it?
When it comes to your retirement are you sabotaging it by not having a plan? Are you getting your financial advice from the right source? Bob French, Director of Investment Analysis at McLean Asset Management, list five of the most…
Beyond money, think of other retirement things too
Financial security is, of course, a very important part of a comfortable retirement. But beyond that, thinking about and planning for the differences in several different stages of the aging process is also important. This Money article and video with Jill…
Many don’t know the basics about Social Security
A recent GAO study concluded that most people approaching retirement don’t know even the most basic rules about Social Security, especially about considering longevity and the impact of filing for benefits either earlier or later than their Social Security full…