The July/August personal finance newsletter is now available. It includes a review of the investment markets through second quarter, consideration of potential outcomes with the federal estate tax for 2013, and an announcement about the personal financial planning workshop schedule for this fall in … [Read more...]
Social Security Updates
You should be aware of two recent developments for social security – one affecting workers and one retirees. For retirees On March 1, 2013, the U.S. Treasury Department will stop mailing paper benefit checks. After that date, all Social Security beneficiaries (as well as anyone receiving … [Read more...]
Social Security and Divorce
If you're divorced and were married for at least 10 years, you may be entitled to social security benefits based on your former spouse's earnings record. If your former spouse is still living Your divorced spouse benefits are based on 50% of your ex-spouse's benefit at full retirement age. You … [Read more...]
Coordinating Spousal Benefits for Social Security
Coordinating spousal benefits in filing for social security can make a big difference in your retirement income. Contrary to popular practice, it’s not automatic that each spouse should just file for social security benefits as soon as he or she retires. As a couple, you have the potential to … [Read more...]
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