59% of American adults are worriers. You probably know some of them. You might even be one. Worry doesn’t attack just young or old, rich or poor, young adult or retiree—it’s found in all demographics. But for retirees specifically, there are six key financial worries that scare them, according...
Congratulations! You’ve started taking Social Security. You worked long and hard to build up that addition to your retirement income. Now, enjoy it.
Oh, by the way, there is that small matter of… taxes. What you receive from Social Security has been called a benefit, a payment, and a deposit....
It may be the quintessential retirement question in all of human history, “When should I retire?” You ask the retirement gods of Valhalla to help you find the answer you seek. But the quest for the perfect retirement age only produces more questions.
It used to be that 65 was...
Customer service is mostly dead. It’s probably housed in the Smithsonian along with the T-Rex and TV rabbit ears. As technology has progressed and Millennials have come of age, we have been pushed, sometimes kicking and screaming, to conduct personal business online.
The Social Security Administration is no exception. Call...
Mom and Dad told us working was a good thing. It may not have seemed like it as kids when they were trying to turn us into fully functioning, responsible adults. But later in life, we discovered it was true.
Working gives a sense of pride and accomplishment. It makes...
Think hard! There must have been something good that came out of your marriage to your ex-spouse, but for the life of you, you can’t think of anything. Social Security may be the answer.
One of the obscure rules of the Social Security system allows you to receive a Social...
Someone close to you dies and you are now the executor of the estate. You’ve never been in this position before and if you’re like many of my clients who have been faced with settling an estate, you’re a little panicked by the whole prospect—you’re staring into the great...
Why make it simple when difficult will do. That seems to be the motto of the Setting Every Community Up for Retirement Enhancement (SECURE) Act, even in its title. The SECURE Act has been the law of the land since January 1, 2020, and the 125 pages of reforms...