Financial Planning

Have you been a victim? According to a recent survey from the Pew Research Center, 73% of US adults have experienced some type of online scam. This has occurred among all age groups and resulted in losses reported to the FBI of over $16 billion in 2024. 79% of those…

If you’re over 62 and retired, chances are you are now receiving Social Security benefits. That makes you one of millions of older adults who receive Social Security each month, many of whom rely on their Social Security benefits as an important- even primary- source of income once they have…

In our continuing effort to objectively and accurately cover the latest actions of the Federal government to overhaul and change rules and laws related to the Social Security Administration, it’s time for a new update. As you’ll likely remember from previous posts, there has been much chaos and uncertainty over…

It’s hard for us mere mortals to keep track of the budget negotiations currently ongoing in Congress. But that doesn’t negate the fact that for many older adults, the ultimate legislation passed by Congress and signed into law by the President could have a profound impact on your health and…

The turmoil at the Social Security Administration, which we’ve previously profiled, continues on, as more staff firings may be in the works, computer systems malfunction, and remaining staff struggle to address problems and consumer fears in a system that was already at a 50-year staffing low even before the current…

Just two weeks ago, we began to address the question on the minds of many: Is Social Security at risk in our new political climate? Will efforts to slash government spending put at risk a long-prized government program that provides the primary source of income to at least 40% of…