Apr 4, 2019 | News
From Kiplinger — One in five older Americans falls prey to financial exploitation each year. Now, banks and financial advisers are stepping up front-line defenses. The next time you meet with your financial adviser, you may be asked to supply a trusted point of...
Mar 27, 2019 | News
From Forbes — President Trump and Congress made their mark on the United States in 2017 with the most significant tax reform in 30 years. With four significant pieces of retirement reform legislation before Congress, retirement reform could be the dark horse of 2019....
Mar 20, 2019 | News
From CBS News — The Social Security Administration may start screening your Facebook and Instagram posts to evaluate your disability claim. Currently, the federal agency uses them to investigate fraud cases, but it’s planning to expand that usage. Social media...
Mar 14, 2019 | News
From The Motley Fool — This past Monday, March 11, President Trump unveiled his fiscal 2020 budget proposal for the federal government. As a reminder, fiscal years for the federal government end on Sept. 30 and begin on Oct. 1. Unveiling a budget months in advance of...
Mar 7, 2019 | News
From Forbes — Almost all retirement planning focuses on finances. That’s unfortunate. The state of your finances determines retirement success only up to a point. Surveys of retirees make clear that satisfaction in retirement rarely hinges on finances. People in...
Feb 27, 2019 | News
From MarketWatch.com — The workforce is aging, but older workers are at risk of being demoted or fired without repercussions. One recent legislative proposal is aimed at preventing that. The Protecting Older Workers Against Discrimination Act (or POWADA, for short)...
Feb 20, 2019 | News
From Disability Scoop — Federal officials say that a major university health care system will change its ways after denying a person with intellectual disability the opportunity to be placed on a transplant list. The U.S. Department of Health and Human Services’...
Feb 14, 2019 | News
From Market Watch — The Social Security actuaries project a program deficit over the next 75 years of 2.84% of taxable payrolls. As shown below, this deficit reflects the combination of rising costs and constant levels of income. The increasing costs are the result...
Feb 7, 2019 | News
From The New York Times — Tony Farrell turned 65 four years ago — the age when most people shift their health coverage to Medicare. But he was still employed and covered by his company’s group insurance. When his birthday came around, he began researching whether he...
Jan 30, 2019 | News
From PBS Newshour — Low-income people receiving Supplemental Security Income (SSI) payments are supposed to automatically be switched over to “regular” Social Security retirement benefits once they turn 62 years old. The logic here is that the government should not...
