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Some are better than others, with a few not yet updated for a law that eliminated double dipping.
August 12 -
Retirees over 65 will no longer be able to contribute to health savings accounts once they file for benefits.
August 12 -
Taxes are the top expense that seniors don't plan for enough, but dental costs and hearing aids are also on the list.
August 11 -
The lawsuits claim the universities failed to follow ERISA laws since retail mutual funds were among the investment choices instead of lower-cost versions.
August 10 -
Why they should stay up-to-date with mergers and the financial difficulties of their past employers.
August 9 -
Some are better than others, with a few not yet updated for a law that eliminated double dipping.
August 9 -
Some are better than others, with a few not yet updated for a law that eliminated double dipping.
August 9 -
Next generation retirement planning combines Social Security and portfolio withdrawal strategies.
August 3
Social Security Solutions -
While it is understandable for parents to support their children's athletic goals, they should learn to cut back on other expenses.
August 2 -
The Social Security trust fund only invests in U.S. Treasuries, which have seen yields fall to historic lows.
July 29 -
Why timing is so important for college graduates when making contributions to the 401(k) plans where they work.
July 26 -
Even index funds don’t necessarily escape workers' scrutiny when looking for unnecessary costs.
July 25 -
10 financial planning tips and strategies for planners to help same-sex couples.
July 22
Capital Management Group -
How a mid-year investment review impacts what a client pays the IRS. Plus, best corporate structures for small business owners, and what older female clients need to know about divorce settlements.
July 22 -
Retirees may receive no increase in benefits in 2017, as the Social Security Trust Fund says that the cost-of-living-adjustment could range between zero to .7%.
July 19 -
Congress can help by creating a law that will enable states and local governments to lower the benefits they promise their employees.
July 18 -
Clients and their family members looking into assisted-living options should avoid making the decision at the last minute, particularly when a health crisis occurs.
July 15 -
Eliminating the tax maximum would fix much of the program's shortfall, but it could also bring unintended consequences.
July 12 -
Even people who have not earned 40 work credits can still sign up for the program but will have to pay a premium for hospital coverage.
July 11 -
The top cities for elders who plan to work past their retirement age are ranked according to factors such as average effective tax rate and senior unemployment rate.
July 8


















