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Hackers Have a New Target: Your Retirement Accounts

Category: Financial and taxes in retirement

January 28, 2020 — Having tried to cheat you out of your money in dozens of other ways, hackers are now targeting retirement accounts. Unfortunately it can be very easy for them, and even worse than that, you might not get your money back if they steal it. With retirement…

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Published on January 27, 2020
Comments 8

3 Social Security Rules to Know and Live By

Category: Financial and taxes in retirement

BULLETIN: SOFTWARE GLITCH MIGHT HAVE UNSUBSCRIBED ALL SUBSCRIBERS! We are sorry to burden you with this, but it appears the company that sends out our newsletter might have accidentally UNSUBSCRIBED ALL of our Best Places Newsletter subscribers! If you would like to continue getting our free newsletter, please go…

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Published on December 28, 2019
Comments 10

SECURE Act for 401(k)s and IRAs Signed into Law: Good (mostly) and Bad News (for heirs):

Category: Financial and taxes in retirement

December 22, 2019 – The SECURE Act has been passed by the Senate and House and signed by the President.  The bipartisan bill, Setting Every Community Up for Retirement Enhancement, has several key provisions that impact many of those who are currently retired as well as people planning for retirement. …

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Published on December 21, 2019
Comments 30

Is Retirement Turning You Into a Cheapskate?

Category: Financial and taxes in retirement

December 7, 2019 — We don’t know about your experience, but in ours we are starting to see signs that many of our retired friends and relatives are getting more and more frugal. Some have to cut back from necessity, but even many of our very well off friends seem…

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Published on December 6, 2019
Comments 19

Windfall Elimination Provision Bill Introduced by Texas Congressman

Category: Financial and taxes in retirement

October 30, 2019 — For years the curiously named Windfall Elimination Provision (WEP) has frustrated countless workers in the public sector. The WEP was created to try to help protect Social Security as well as prevent so called “double-dipping” by public workers who are eligible for pensions as well as…

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Published on October 30, 2019
Comments 27

Claiming Social Security: The Most Popular Questions

Category: Financial and taxes in retirement

August 14, 2019 — Some of the questions about Social Security that come up most frequently concern claiming benefits. People are confused or unsure about when they can claim, how much they will receive, spousal benefits (including those for divorced people), special filing strategies, etc. This article will go over…

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Published on August 13, 2019
Comments 9

Did You Hire the Right Financial Advisor?

Category: Financial and taxes in retirement

July 15, 2019 — Hiring a good financial advisor is a difficult job for most people.  Although there is no shortage of solicitations that appear in the newspaper, come in the mail, or through a phone call – how do you know if the person who tells you they are…

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Published on July 14, 2019
Comments 19

What Women Worry About in Retirement

Category: Financial and taxes in retirement

June 24, 2019 — Women tend to do more of the worrying than men, at least in the circles we travel in. And for us men, that is usually a good thing for our preservation. When it comes to women’s big fears about retirement, the research primarily focuses on money…

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Published on June 23, 2019
Comments 28

Little Known, Long Ago Decision Still Affecting Social Security Shortfall

Category: Financial and taxes in retirement

June 16, 2019 — Most of retirement age America, with the possible exception of our elected representatives in Washington, D.C., has some inkling that Social Security retirement is facing big benefit cuts as early as 2034. The commonly held reason why is that are too many baby boomers collecting their…

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Published on June 16, 2019
Comments 3

How Much Do I Need for Retirement

Category: Financial and taxes in retirement

June 2, 2019 — The number one Google search about retirement is “How much do I need to retire”. Or, phrased slightly differently, “how much can I spend in retirement”.  It is a tough question, dependent on a lot of factors unique to you. The short answer is: “a lot…

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Published on June 1, 2019
Comments 33

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