How Your Social Security Benefits Are Taxed

 This article is part of the Retirement Financial Life Equation (RFLE) series, which focuses on the critical levers that affect your retirement income and financial sustainability. When I was preparing to claim Social Security benefits, I thought I understood how the taxation worked. After all, I’d written about it before on this blog. But when … Read more

Year-End Thoughts on Retirement Stewardship

First and foremost, thank you for subscribing to this blog. I’ve had quite a few new subscribers this year and really appreciate the kind comments I received from readers. If you have a topic you’d like me to explore next year, just a question that you and perhaps others would like me to respond to, … Read more

Trump’s 2024 Campaign Promises and Retirees: Part Two

This is the second of two articles about some of Donald Trump’s campaign promises, which, if enacted, could significantly impact retirees or near-retirees. Interest rates Promises PolitiFact: ”Trump said ‘we’re going to cap’ credit card interest rates ‘at around 10%. We can’t let them make 25% and 30%.’ When he made the pledge in September … Read more