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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…
Social Security dates & figures you should know.
Every year, the Social Security Board of Trustees analyzes the status of the Social Security program and publishes its Actuarial Report to project the future of the program. Though this report teems with various statistics and projections, there are four…
New SSA/VA record sharing initiative part of a larger eHealth project
Fittingly on Veterans Day, it was announced that the VA and the Social Security Administration have collaborated to speed up processing of veterans’ SSDI applications. This is done by now transferring veterans’ health records to the SSA electronically, rather…
The future of retirement planning?
To be sure, retirement planning can be tedious, especially when you’re faced with the myriad of possibilities and assumptions that go into any such plan. Some thought leaders think that using today’s technology to make retirement planning more like a…
Don’t treat your 401(k) like an emergency account
Fueled largely by the 2008-2009 recession, many Americans had to dip into their 401(k) retirement accounts to handle emergency expenses. This USA Today article by Michael Molinski discusses the importance of having a separate rainy day account for emergencies in order…
Enrolling in Medicare? Here are the A, B, C’s.
If you’re approaching 65, the age you are eligible for Medicare, don’t expect the Government to send you the information you will need to guide you – the ball is in your court to look at what coverage you need…
Deferring Social Security a smart move for this person.
Advisors often counsel clients to defer taking their Social Security benefits until age 70 because of the increased benefit amount they’ll receive. But it always depends upon whether you have the financial resources to do that. This Q & A…
Medicare’s Part D Drug Plan: What you need to know.
You have until December 7th to decide if your current Part D plan is the best one for you, or if you should move to another plan. You have a variety of options, and this U.S News article by Emily…
How to save effectively for retirement.
From young millennials to those approaching retirement, getting focused on building a nest egg requires discipline, and the time to start is now. This U.S. News article by contributor Dawn Reiss offers advice on how to most effectively save for retirement in…
If you pay FICA taxes, you have disability insurance.
Workers often overlook that because they pay FICA taxes, they also have an insurance policy which pays benefits if they can’t work because of a disability. It’s called Social Security Disability Insurance (SSDI) and, along with private long-term care insurance, it can…