Latest News
Ideas for Securing Your Retirement
Liz Weston, NerdWallet Columnist, provides some thoughts on developing a pathway to a secure financial future as you hurdle toward retirement. From the importance of having an emergency fund to setting up income streams, and touching on an assortment of…
Understanding the Claiming Rules in Divorce Situations
To say “it’s complicated” might be an understatement, so individuals involved in a divorce situation need to know the rules and parameters that govern who can file for what Social Security benefits. In an article posted on InvestmentNews.com, contributor Mary Beth…
A Glitch that is Costing Seniors Money
As we move the Medicare and Medicare Advantage health plans away from the fee-for-service system to a value-based system payment system, one unintended glitch has been discovered causing seniors to lose out on premium reductions. Read article here… Notice: The…
Medicare Advantage: Is it Right Plan for You?
Medicare Advantage or Medicare Part C plans have their advantages, such as eye care and gym membership coverage; however, is it the right plan for you? What if Medicare Supplement plan is better for you, where do you go to…
Social Security’s Fiscal Year 2016 Agency Financial Report
(Source: SSA.gov) SSA’s Fiscal Year (FY) 2016 Agency Financial Report (AFR) is now available online. Our FY 2016 AFR provides information enabling Congress, the President, and the public to assess our stewardship of the financial resources entrusted to us, our…
Taking a Realistic look at “Retirement Anxiety”
Drawing on statistics and conclusions presented in a recent Merrill Lynch/Age Wave article titled “Leisure in Retirement: Beyond the Bucket List,” the Motley Fool’s Brian Stoffel offers hope that the “retirement crisis” so frequently trumpeted in the popular media may not be viewed…
Life-Expectancy and Your Planning Horizon
With the 85-and-older population continuing to expand, it’s clear that the traditional “plan for a 20-year retirement” approach is something that will lead many to ultimately experience a cash shortfall. In fact, the Society of Actuaries observes that one out…
Dealing with Fraud–2017 Tax Laws Increase Scrutiny on Certain Provisions
Erin Brookshier, Virginia Today Reporter, discusses changes in the tax laws taking affect in 2017 that will provide additional time for the IRS to analyze returns before granting refunds, with an intent to reduce fraud in areas like earned income credit, additional…
The 30 year retirement.
You’ve done all of the right things and built a nest egg to take into retirement with you. But will it be enough? People are living a lot longer nowadays and retirement can often mean decades of leisure after a…
Three tips to a happy retirement.
Sure, retirement planning can be tedious, sometimes confusing, and often replete with detailed recommendations on how to live your retirement in comfort. This Fox Business News article offers tips from several Motley Fool advisors on three easy to understand tricks to guide…