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Many people focus solely on their own retirement benefits when considering Social Security benefits. However, it’s crucial to understand the significant role Social Security spousal and survivor benefits can play…
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The 2022 Social Security Fund Trustees’ Report is out, and here’s the latest on Trust Fund solvency: The Old-Age and Survivors Insurance (OASI) Trust Fund, which pays retirement and survivors…
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Most don’t think too much about income taxes in retirement. They just assume that they’ll pay less since it’s possible (likely?) that their income will be less. For many, that’s…
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Regret. Webster defines it as “Feeling sad, repentant, or disappointed over (something that has happened or been done, especially a loss or missed opportunity).” We all have regrets. Why? Mainly…
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I announced earlier that I would soon publish my next book, Redeeming Retirement: A Practical Guide to Catch Up. I’m excited to announce that it’s been released and is now…
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This article is the second about the incoming Biden administration and its plans and proposals that could be most impactful to those planning for or already in retirement. I wrote…
