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Investing
Strategy
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Home
Investing
Strategy
Stocks/ETF’s
Bonds
Commodities
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Economics
Market-Based Indicators
Economic Data
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Medicare
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Subscribe
Retirement
Medicare
Social Security
IRAs Know No Age
Financial Planning
MyPersonalCFO
-
March 10, 2025
It used to be that American workers set their sights on retiring at 65; that was the magic age, the golden number. Then, things...
How to Calculate Taxes on Social Security Benefits
Financial Planning
MyPersonalCFO
-
March 7, 2025
“Will I have to pay taxes on my Social Security?” That’s one of the most common questions I get from people thinking about retirement....
The Social Security Fairness Act
Financial Planning
MyPersonalCFO
-
February 25, 2025
For a long time, government employees have claimed that Social Security was not fair to them, that they were...
A Solution to Filing Estimated Taxes in Retirement
Financial Planning
Bob Williams
-
February 19, 2025
When you were working, paying all your taxes was not that big a deal (even though it was painful)....
Another Medicare Enrollment Period—Already
Financial Planning
MyPersonalCFO
-
February 13, 2025
Is it just me, or does it seem like there are always commercials telling us we’re in another Medicare...
How Much do Seniors Really Spend on Healthcare?
Financial Planning
Bob Williams
-
February 4, 2025
What can cause your retirement plan to crash and burn? Not understanding the reality of healthcare costs. It’s a...
New 401(k) Flexibility Rules
Financial Planning
Bob Williams
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January 28, 2025
To retire, or not to retire. That’s the question yet to be answered by a new IRS ruling that...
Don’t Forget the Spousal IRA
Financial Planning
Bob Williams
-
January 22, 2025
For much of American history, most households were single income families—dad went to work and mom stayed home keeping...
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