Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Social Security

Found 68 Articles.
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the-new-retirement-income-funds

The New Retirement Income Funds

January 1, 2008

The big financial services companies are heatedly competing for the assets of retiring Baby Boomers. In decades past these companies competed for the easy business of servicing those who need to accumulate capital for retirement. The firms emphasized convenience, cost, and growth potential. Things are more complicated as the Boomers begin to enter the draw […]

basic-steps-to-limit-vulnerability-to-id-theft

Basic Steps to Limit Vulnerability to ID Theft

January 1, 2008

There have been changes in our knowledge of ID theft. We know more about the crime than in the past, and there are some new trends. One trend is that the growth rate of the crime is slowing. A few years ago it was by far the fastest-growing crime, with new cases increasing by at […]

surprising-tax-havens

Surprising Tax Havens

October 1, 2007

State tax laws discriminate based on age, and that can be a good thing for some taxpayers. Even notoriously high tax states can be tax havens for retirees. In fact, Florida and other retiree magnets might not be the tax havens they are promoted as when the full tax picture is considered. Florida has no […]

life-insurance

Life Insurance: How Much Do You Need?

August 1, 2007

Few people own the right amount of life insurance, because there probably is truth in the adage that life insurance is sold, not bought. Most people avoid the topic until they have to address it. Those that do seek out life insurance often receive all their advice from one commissioned agents instead of from several […]

how-to-maximize-medical-expense-deductions

How to Maximize Medical Expense Deductions

August 1, 2007

Medical expense deductions are the elusive goal of many taxpayers. With higher medical expenses than others, retirees are the taxpayers most likely to be able to deduct their medical expenses. They can maximize those deductions by knowing the rules. The definition of deductible medical expenses is broad. Qualified medical expenses, however, can be deducted only […]

social-security-and-medicare-what-lies-ahead

Social Security and Medicare: What Lies Ahead?

June 1, 2007

The trustees of the Social Security and Medicare Trust Funds issued their annual report recently, and as usual it was dismal. Yet, buried within the report is some reasonably good news for those who want to see it. That news also is important to those who are planning their retirement income over the next few […]

how-are-you-doing

How Are You Doing?

May 1, 2007

Financial and retirement planning start with answering the question in the headline. After determining how you are doing, the next step is to define the actions that are needed to either help you do better or at least maintain your current status. Answering the first question is not as easy as many people suppose. Traditionally, […]

social-security-and-your-spouse

Social Security and Your Spouse

December 1, 2006

Benefits for a spouse are among the least understood part of the Social Security program. Your earnings and your decision of when to begin benefits affect the benefits received by your spouse and even by an ex-spouse. Every married person eligible to receive Social Security benefits looks to two work records to determine the amount […]

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