Social Security
Retiring? These Five Financial Principles Can Guide You
The Motley Fool’s Christy Bieber suggests these five rules to live by when retiring: maximize Social Security benefits, continue to invest but more conservatively, have a plan for withdrawing savings, keep in mind the required minimum distribution rule at age…
More on Social Security Strategies…Some Things You May Not be Aware of
Ryan and Tyson Thacker, principals in B.O.S.S. Retirement Solutions, offer an extensive review, in podcast format on soundcloud.com, of some of the more important–but least understood–strategic moves that can be made to correctly and appropriately file for Social Security benefits.…
Social Security: Some States Tax it, Most Don’t
Thirty-seven states and the District of Columbia do not tax Social Security benefits, and some states also do not tax private pensions. The Motley Fool editors have developed a list of both of these groups for those who are contemplating…
COLA: A Look at the Impact of Using CPI-E
As we near the time of the year when Social Security publishes its cost-of-living adjustment (COLA) for next year, we hear more and more about how this adjustment is calculated and what it means for seniors’ ability to keep pace…
Opposition Mounting for Rubio/Wagner Family Leave Initiatives
Paid family leave is becoming a pretty hot topic in Washington, with opposition being expressed in response to Florida Senator Marco Rubio’s “Economic Security for New Parents Act” (see our post yesterday on this subject) and a similar bill being prepared…
It’s Your Social Security…Make Sure Your Getting the Most!
In a post on sgadvisor.net, InvestmentNews contributing editor Mary Beth Franklin offers an extensive overview of the basics of ensuring a correct and appropriate level of Social Security benefits. Ms. Franklin covers the importance of being constantly vigilant on the accuracy of…
The Importance of a Post-Retirement Strategy
If you’ve retired from the workforce but haven’t filed for Social Security benefits, most financial advisors would advise you to hold off as long as you can (by the way, take a look at our recent post on this issue…
Paid Family Leave Financed by Social Security Deferrals Now on the Table
Led by Florida Senator Marco Rubio’s proposed “Economic Security for New Parents Act,” the issue of paid family leave has entered the debate stage in Washington. Rubio’s proposal, calling for for at least two months of paid leave in exchange for an…
Navigating Financial Obstacles in Retirement
It can be a mine field, this process of building and managing a solid retirement financial picture. In fact, this mine filed is strewn with obstacles that can derail one’s financial plans quickly. Fox Business reporter Leia Klingel, in a post…
Entering Your 60s? It’s not too late to shore up your Social Security picture
With nearly a third of all seniors finding themselves totally reliant on Social Security for their independence, and with fully 62% of seniors depending on the program for at least half of their retirement income, it’s critical for so many to…