Category
How Much Income Does Social Security Replace?
By Content AdministratorPosted on January 2nd, 2024
Social Security can play an important role in funding retirement, but it was never intended to be the only source of retirement income. The Social […]
Learn MoreUse the Increased RMD age to Boost your Roth Savings
By Anne ZavagliaPosted on April 11th, 2023
The required minimum distribution (“RMD”) age has steadily increased over the last few years with the passage of the SECURE Act and SECURE 2.0, raising […]
Learn MoreInflation Upside?
By Anne ZavagliaPosted on October 4th, 2022
With inflation at a 40-year high, it may feel like doom and gloom. Markets are down from their January peak, costs have soared especially for […]
Learn MoreShould You Speed Up Your Retirement Plans?
By Mark FisselPosted on October 28th, 2021
According to a March 2021 survey, an estimated 2.8 million Americans ages 55 and older decided to file for Social Security benefits earlier than they […]
Learn MoreTake This Quiz: The Social Security Retirement Earnings Test
By Mark FisselPosted on December 2nd, 2019
Can you work and receive Social Security retirement benefits at the same time? Yes, but the Social Security Administration (SSA) will apply an earnings test. […]
Learn MoreSocial Security: Shoring Up America’s Safety Net
By Mark FisselPosted on August 29th, 2019
Ever since a legal secretary named Ida May Fuller received the first Social Security retirement check in 1940, Americans have been counting on Social Security […]
Learn MoreSocial Security Survivor Benefits
By Anne ZavagliaPosted on March 22nd, 2019
Social Security may pay benefits to eligible family members when a person dies, helping to make their financial life easier About 10% of the approximately […]
Learn MoreGray Divorce: Dividing Assets Can Impact Retirement
By Mark FisselPosted on November 29th, 2018
Although most people who marry hope their unions will last forever, about 50% of first marriages in the United States end in divorce.1 Individuals age […]
Learn More