social security
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Social Security On Monthly 'Watch' Till Overpayment Issue Is Fixed
The Social Security Administration must meet with a Senate panel monthly until the agency's $23 billion overpayment issue is resolved.
By Jamie Feldman Published
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Can You Retire Without a Pension Plan?
Here’s how to sort through your options and plan for a successful retirement, whether you have a pension or not.
By Laura Schultz, J.D., IAR Published
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Social Security Asked You For Money Back — Now What?
The Social Security Administration sent you an overpayment notice. Here’s what you need to do next.
By Joey Solitro Published
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Social Security Overpayment Problem Swells to $23 Billion
The Social Security Administration will now have to try and recoup $23 billion in overpayments.
By Joey Solitro Published
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A Plateful of Financial Topics That Might Come up Over Turkey Dinner
From higher prices and mortgage rates to AI planning our retirements: These are some of the conversations you might have as multiple generations gather for the holiday.
By Jerry Golden, Investment Adviser Representative Published
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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.
By Kiplinger Advisor Collective Published
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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
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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
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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