Social Security

Newsflash–National Social Security Month is Back, While Concerns Continue

Amid intense criticism relating to the DOGE-driven changes to the Social Security Administration’s operating environment, the Trump Administration has announced the reinstatement of the month of April as National Social Security Month. In a post today on newsweek.com, reporter Aliss…

Key Checkpoint Questions for Those Thinking About Claiming Benefits

Aging into Social Security eligibility face a considerable amount of research if they want to make the best decisions for their situation. A quick internet search on the topic will provide an enormous amount of material on what you need…

AI and Retirement Planning: Are the models ready for use?

The rapid evolution of Artificial Intelligence (AI), with its standard definition of “computer systems designed to perform tasks that typically require human intelligence,” might appear to be a reasonable path for some seeking to create a plan for their future…

2026 COLA Watch: Another revision

Although, it’s way too early to focus on what the January 2026 Social Security cost-of-living adjustment (COLA) might be, some organizations are tracking the inflation numbers and using them as a reference point to forecast what might happen when the…

Perspectives on the Taxation of Social Security Benefits

President Trump has led the most recent charge to rescue Social Security beneficiaries from the pain of income tax assessments, but that’s certainly not the first time the thought has emerged. Through the years, many have argued that including a…

Social Security is Changing…Here Are Some Thoughts on How to Keep Ahead of What’s Happening

As noted in an earlier article today, some pretty significant changes have been implemented so far this year in the world of Social Security. And if you read between the lines, you’ll no doubt realize that there’s more to come…much…

The Changing Social Security Landscape (At Least So Far this Year)

No matter the news service you follow to stay current, you’ve seen a steady stream of updates, warnings, and forecasts about Social Security changes unfolding under the Trump Administration. Some of the rhetoric addresses the President’s plans to fulfill the…

Ask Rusty –Please Clear Up Our Confusion about Our Social Security Payments? 

Dear Rusty: I am thoroughly confused.  What do I need to do to continue receiving automatic Social Security deposits to my bank account, and maintain our Medicare and Supplement health insurance? My wife has received her SS deposit regularly on…

Social Security’s “Effective” Date Conundrum Explained

For those of you just beginning to look seriously at claiming Social Security benefits, you’ll quickly realize that there are not only many rules associated with this step, but certain idiosyncrasies as well. One of the more esoteric of these…

Critical Details to Know About Spousal Benefits

Anyone approaching Social Security eligibility faces several key decision points, most of which have long-term implications for their later years. Couples reaching this stage have a specific set of parameters they need to understand clearly, from determining eligibility to assessing…

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