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Seven Factors to Consider Before Choosing a Goal Age to Collect Social Security
There’s more to this decision than simply when you want to retire.
Are You Ready to Retire? Find Out With This 10-Item Checklist
It’s critical to consider these core aspects of a successful retirement, both financial- and lifestyle-related, before you walk away from your career.
By Jonathan I. Shenkman, AIF® Published
Biden's Social Security Pick Vows To Cut Service Wait Times
Social Security Administration nominee Martin O'Malley tells senators that he has the experience to lead the agency.
By Jamie Feldman Published
Don’t Let the 'Widow's Penalty' Blindside You: How to Prepare
If one spouse passes away, the surviving spouse could pay nearly double the amount of income taxes. Are you planning for this?
By Joe F. Schmitz Jr., CFP®, ChFC® Published
Stages of Retirement: It’s Not Just About Your Savings
Leaving behind the full-time job probably sounds pretty good, but planning for the transition involves more than having your finances in order.
By Tony Drake, CFP®, Investment Advisor Representative Published
No, Your Social Security Benefits Aren't Going Away
The Social Security Administration's chief actuary says not to worry that the trust fund will completely run out of money.
By Jamie Feldman Last updated
Weighing a Roth Conversion? Don’t Overlook These Five Factors
Conversions to Roth IRAs can have wide-ranging consequences on your finances, so look at the big picture before you make your move.
By Daniel Rey, Investment Adviser Representative Published
If Social Security Gets Cut, What Will You Do?
Social Security could see a shortfall in 2033 if nothing is done to address funding. You can start planning now to shore up your retirement income.
By Edward Sota Published
Congressional Hearing To Be Held Over Social Security Overpayments
Social Security overpayments Issue is being ‘assiduously' worked on, the agency’s head tells congressional panel.
By Esther D’Amico Last updated
Three Factors to Consider Before Taking Social Security
There’s a lot to think about, including the break-even point on your Social Security benefits, your own health and longevity and your other retirement income.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) Published