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Does the Equifax Data Breach Affect You – Probably!

Category: Financial and taxes in retirement

September 19, 2017 — Last week we found out that one of the nation’s largest credit monitoring services, Equifax, had been hacked. The credit records of 143 million Americans were compromised, including in most cases their social security numbers, addresses, birth dates, credit ratings and sometimes a lot more –…

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Published on September 18, 2017
Comments 19

Don’t Get Hurt by the Latest Scam – Phony Federal Reserve Accounts

Category: Financial and taxes in retirement

August 28, 2017 — From June to mid-August 15, nearly 107,000 payments for more than $100 million were attempted by people trying to use the latest financial scam. Unfortunately for those who tried, all of the payments were nullified. In this “too good to be true” flim flam people are…

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Published on August 28, 2017
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Social Security 2017 Update: Part 2

Category: Financial and taxes in retirement

June 26, 2017 — This is Part 2 of our “Social Security 2017 Update”. Here we will cover the changes to two popular SS claiming strategies that went into effect last year, and what you might do in response. In Part 1 we explained how the Full Retirement Age (FRA)…

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Published on June 26, 2017
Comments 30

The Scammers Are Standing By…to Cheat You. 5 Tips to Stay Safe

Category: Financial and taxes in retirement

Update June 29 — Since we wrote this article another major malware/ransomware attack, Petya, started in the Ukraine and spread across the world. Here is a helpful article from Norton (they make a good anti-virus software) – 7 Tips to Prevent Ransomware Attacks. June 14, 2018 –…

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Published on June 14, 2017
Comments 20

It’s 2017: What You Thought You Knew About Social Security…

Category: Financial and taxes in retirement

May 27, 2017 — If you thought you knew everything you needed to know about when and how to claim your Social Security benefit – think again. For those who have not yet claimed their benefit as of 2017, two major developments probably affect you. This 2 Part article will…

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Published on May 28, 2017
Comments 19

Starting a Retirement business: The First Three Steps

Category: Financial and taxes in retirement

By Robert Jones April 25, 2017 — The good news about retirement is that it can be as much about beginnings as endings. While retirement often means concluding an existing employment contract, increasing numbers of people are grasping the opportunities that open up once they step away from the 9-5.

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Published on April 24, 2017
Comments 0

7 Out of the Box Ideas for Surviving a Retirement Savings Shortfall

Category: Financial and taxes in retirement

February 22, 2017 — A lot of baby boomers are facing a very difficult retirement. The Employee Benefits Research Institute’s (EBRI.org) 2014 survey reported only 55% of retirees are very or somewhat confident they will have enough money to live comfortably in retirement. A Topretirements.com survey was even less optimistic;…

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Published on February 21, 2017
Comments 35

The 8 States With the Biggest Financial Problems

Category: Financial and taxes in retirement

February 12, 2017 — First the good news – the financial outlook is not as bad as has been reported – for most states. A study by the Center for Retirement Research (CRR) looked at 3 fiscal components: pensions, other post employment benefits (OPEBs), and debt payments – to analyze…

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Published on February 11, 2017
Comments 17

Turning 62 This Year? Your SS Retirement Age Goes Up and Benefits Down

Category: Financial and taxes in retirement

February 7, 2017 — If you will celebrate your 62nd birthday in 2017 or later, the age in which you are eligible for full Social Security benefits is on its way to 67. The full retirement age (FRA) will steadily increase in two-month increments from age 66 over the next…

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Published on February 6, 2017
Comments 24

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