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Connecting the Dots Between Now and Retirement
Forbes contributor Elle Kaplan offers some thoughts on making saving for retirement more doable for those who find themselves behind the curve. From using “virtual reality” techniques to employing retirement calculators, and from using a “pay yourself first” approach to siphoning…
Managing Finances in Retirement–The Importance of Getting Help
Understanding what a “fiduciary” is and what services they provide, as well as how to assess the validity of their background, can go a long way to ensuring that you’re on sound footing as you make financial decisions for retirement. It’s…
A “Minimum Benefit” Proposal to Guard Against Potential Affects of FRA Increases
Many of the proposals in play to solve the Social Security solvency issue call for increases in the full retirement age, with age 69 being a popular destination for this parameter. The corollary impact of this change, some fear, is…
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…