Since Tax Day is less than two weeks away (I’m a CPA as well as a financial planner and a blogger), I don’t time to write a full post on this, but I saw an article that will make many of you happy (or at least hopeful). According to this article on MarketWatch.com, there is […]
Applying for Social Security Isn’t as Hard as You Might Think
If you’ve decided now is the time to quit your job and enjoy the rest of your life, you’ll need to officially retire. Sadly it’s not as easy as just packing up your office and never coming back to work – while you can do that, you’re not going to start receiving that coveted monthly […]
Budget Deal Eliminates File and Suspend Social Security Filing Strategy
Last week President Obama signed the 2016 budget deal which included several surprise provisions for Social Security. The two biggest changes will be to the “file and suspend” strategy and the ability to file a “restricted application”. The loss of these two strategies will affect many Americans’ retirement plans as they were relying on these […]
Changing the Name on your Social Security Card after Marriage
One of the decisions you have to make if you’re getting married is if you’re going to change your name to represent your new union. While traditionally this meant that the wife would adopt her husband’s name, this isn’t something that’s necessarily relegated to just one spouse; in fact, many modern married couples may […]
Social Security Reform: What to Expect from the Presidential Candidates
With the Presidential elections coming up next year, we should hear a lot about Social Security reform over the next 16 months or so. This isn’t a new topic by any means, politicians have been discussing ways to either improve, expand or privatize Social Security for years. This election is a little different though, in […]
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