Retirement Planning
Social Security Benefit Update for 2021
Social Security benefits represent a salient component of most retirees’ retirement income strategy. For most American retirees today the two most important sources of retirement
Category: Social Security
Social Security
Social Security: Another COVID-19 Victim?
As the number of confirmed Coronavirus cases nears 2.4 million in the United States, the virus has extracted a heavy toll in terms of deaths,
Social Security
2019 Social Security Cost-of-Living Adjustment and Retirement Account Limits Announced
Social Security recipients will receive the largest annual raise in Social Security benefits in seven years when their monthly checks increase by 2.8% in early
Social Security
New Study Projects Social Security in Worse Shape than Reported
We have known for some time now that Social Security’s long-term health is in question, and that the program is in serious need of financial
Social Security
Time Bomb Looms for Aging Americans
A recent Wall Street Journal article “Time Bomb Looms for Aging America” highlights a growing crisis for older Americans nearing and entering the early stages
Social Security
Survey Reveals Baby Boomers Expectations for Retirement
The Insured Retirement Institute recently released the “Eighth Annual Update on the Retirement Preparedness of the Boomer Generation” and the report provides some interesting insights
Social Security
2018 Adjustments to Social Security and Medicare Announced
While we continue to wait for Congress to act on tax reform, two pieces of next year’s financial planning puzzle have recently been revealed for
Social Security
Health-Care Costs Rise Again
Health-care costs for retirees are on the rise again, a new study from Fidelity Investments reports. According to the Fidelity study released in August, a
Social Security
Social Security Benefits Update
It is the classic case of “I have some good news and I have some bad news. Which would you like to receive first?” The
Retirement Planning
Common Questions About Retirement
As I have shared before with many readers during our office visits and in other blog articles, one of my favorite activities in the financial