Latest articles by Donna LeValley
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Social Security Earnings Tests: Five Things You Must Know
social security If you’re still working and claim Social Security early, your benefits could be reduced, at least temporarily.
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Gift Like Buffet: Three Financial Gifts for Your Kids and Grandkids
Warren Buffet used to give his family cash for Christmas. After learning they neither saved nor invested it, he gave them something more practical.
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How the Social Security Administration Is Coping with Rapid Change
There has been a fair amount of change at the SSA since Trump took office. Here's a look at what's new this year and how it will impact the agency going forward.
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SEP IRA vs. Solo 401(k): Which Is Better for You?
Two retirement plans, the solo 401(k) and SEP IRAs, allow small business owners and the self-employed to save up to $69,000 annually.
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Thirteen local Social Security offices will temporarily stop all in-person service and will only be available by telephone. .
A departure from closing locations, 13 local Social Security offices will temporarily stop all in-person service and will only be available by telephone.
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15 Estate Planning Terms You Need to Know
Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.
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How to Access Your Parents’ Medicare to Help them Enroll and Manage Their Care
Getting access to your parents' Medicare or Medicare Advantage accounts is easiest when they're healthy. But you still have options if they are incapacitated.
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Customer Services are Strained at the SSA, You Should Plan Around These Federal Holidays
If you have a question or need information from a federal agency, check the federal holiday schedule to make sure you get your business done before they close.
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SEP IRA Contribution Limits
SEP IRA A good option for small business owners, SEP IRAs allow individual annual contributions of as much as $70,000 in 2025, up from $69,000 in 2024.
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Social Security Phone Wait Times: What to Expect and the Best Times to Call
The Social Security Administration receives 80 million calls every year. Timing is everything if you want to get through.
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Spring Home Maintenance Checklist for 2025
real estate Use this 20-point checklist to get your home ready for spring.
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Social Security Sent Out Billions in Back Payments in March. Here's What You Need to Know
The Social Security Administration started paying retroactive benefits owed this week. Monthly increases will start for most people with their March benefit, which is paid out in April.
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Don't Be a Financial Fool
Reject these four financial myths and avoid being financially foolish.
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Bigger Social Security Checks Are Arriving in April
Payments to eligible retired public sector employees will increase starting in April due to the Social Security Fairness Act (SSFA)..
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The SSA Has Rolled Back Some Changes to the Application Process and Extended the Timeline: Here's What You Need to Know
The SSA is transitioning to stronger identity verification procedures for both new benefit claims and direct deposit changes.
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Nine Things to Keep in a Home Safe
Put these valuables in a home safe, not a bank safety deposit box (or under a mattress). You'll be glad you did.
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Expanded Medicare Telehealth Services Available for an Additional Six Months
All Medicare beneficiaries still have access to telehealth services until September 30. Starting October 1, you must be located in a rural area for most telehealth services.
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47 Local Social Security Offices to Close After DOGE Cuts
Here's the list of the 47 local Social Security Offices that have been or are in the process of being closed.
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What Is Liability Insurance?
insurance Liability insurance protects you if you're found at fault in an accident.
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Five Reasons Why You Should Review Your Medicare Advantage Plan Before Open Enrollment Ends
Medicare Advantage enrollees have until March 31 to make changes to their selections.
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Who Is Trump Nominee Daniel Aronowitz, Tapped to Secure Retirement Benefits?
Aronowitz will manage the Employee Benefits Security Administration (EBSA), which protects pension, health, and other benefits and enforces ERISA protections.
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Social Security Chief: DOGE Cannot Make Changes to Benefit Payments
DOGE has limited "read only" access to data and will not disrupt or delay the disbursement of payments to beneficiaries, SSA Acting Commissioner Dudek said.
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In-Ground vs. Above-Ground Pools: Which Is the Best Investment?
A pool is an expensive home improvement project that will likely improve your quality of life, but it doesn’t necessarily add value to your home.
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What Is Comprehensive Auto Insurance?
insurance This grab bag of coverages can protect you and your vehicle from theft, fire and forces of nature.
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