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A few months ago, we told our readers that experts had predicted Social Security checks would remain the same in 2017. In most years, a cost of living adjustment (COLA) is issued, but with inflation flat-lining near zero, it was forecast that a COLA would not be happening next year….
When we talk about retirement planning, we tend to focus on the financial end of things. After all, it’s what we do! We want you to be financially secure, so that you’re free to enjoy the other aspects of your retirement years. But what are those other factors, anyway? According…
For those who earn a higher-than-average income, a common mistake is thinking that you have time to worry about retirement later. After all, you have plenty of income to play catch-up, and right now you should be enjoying life, right? You might have time to build a healthy retirement fund…
The idea that high-income earners are “cursed” sounds ridiculous to most people. After all, doesn’t more money equal more wealth, more freedom, and more happiness? Well, it can… when managed properly. But if a high annual income always guarantees permanent wealth, why do 78 percent of NFL players eventually experience…
You probably dream of leaving a legacy to your children and grandchildren, but unfortunately, it’s not so simple as just writing them a check. If you want to leave money to your heirs, you could face various challenges in the form of taxes and other complications. That’s why many aging…
Each fall, those drawing Social Security benefits look forward to the annual announcement regarding the cost of living adjustment (COLA). With COLA taking effect the following January, seniors living on a fixed income hope for a benefits increase of a few percent each year. This slight increase in checks helps…
As you would expect with any large government program, the Social Security program has so many complicated rules and procedures that they wouldn’t fit in a Manhattan phone book! You can hardly be expected to become familiar with all of them, so it’s no wonder that the general public believes…
If you’ve heard anything about retirement planning, it’s probably the common mantra to save as much as you can. In fact, setting aside as much tax-deferred funds as possible makes sense for your current financial situation as well, because you’re lowering your tax liability while also preparing for the future….
You know that selecting a good life insurance policy is one of the best ways to protect your family, in the event that something ever happens to you. But making one of these common mistakes can erode the value of your life insurance plan, meaning your family might not be…
Last fall, Congress closed a loophole in Social Security rules that allowed couples to “file and suspend” benefits, a strategy that helped many couples earn larger monthly checks from the program. Many married couples who were planning on utilizing this strategy were forced to scramble and reevaluate their retirement income…
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