Results for "social security"

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Social Security and gray divorce

January 2, 2019

Over the holidays, a financial adviser contacted me with questions about how to help one of his newly divorced clients, a classic example of the growing trend of gray divorce, which occurs when a long-time marriage dissolves in or near retirement....

Calculating Social Security survivor amounts

December 19, 2018

Some of my favorite column ideas come from readers' questions. This is one of them. A financial adviser wrote to me recently regarding a client who wants to wait until age 70 to claim his Social Security retirement benefit to ensure that his...

Couples should coordinate Social Security, Medicare decisions

December 12, 2018

Young couples who marry, and even older couples tying the knot for the second time, may be prepared to utter the traditional wedding vow of 'til death do us part. But how many of them realize that their entwined lives will dictate key retirement...

Inaccurate info from Social Security Administration a challenge for widows

September 12, 2018

Losing one's spouse is one of life's most difficult and overwhelming experiences. Claiming Social Security survivor benefits apparently ranks as a close second based on a frantic phone call I received from a close friend this week. My friend...

Determining if a message from Social Security is a scam

September 19, 2018

A financial adviser contacted me recently to ask if the email he received from the Social Security Administration reminding him to review his estimated benefits statement online was valid. "Does Social Security send out these types of emails,...

2019 Social Security cost-of-living adjustment now expected to be 2.8 percent

September 14, 2018

Update: Social Security COLA for 2019 announced; will be 2.8 percent​ It looks like Social Security benefits will increase by about 2.8% in 2019. Although that's down slightly from an earlier estimate, it still would be the largest benefit...

Some public employees face Social Security hurdles

August 27, 2018

There are about 2,700 different rules that govern Social Security benefits, but two of them stand out as the most confusing and unfair — at least according to the subset of workers and family members who are subject to them. About a quarter...

Mary Beth Franklin: Ways to modernize Social Security benefits

October 3, 2018

Frankly, I am amazed and disappointed that the nation is only a month away from midterm elections in November and virtually no candidates from either party have mentioned Social Security. Ignoring the obvious does not diminish the fact that...

Future retirees focus on taxes

November 1, 2018

In the past, retirees relied on their accountants for tax advice. But future retirees increasingly are looking to their financial advisers for guidance on how to maximize their spendable retirement income by minimizing their taxes, according...

Estimating the impact of early retirement on Social Security benefits

August 29, 2018

One of the most common questions I receive from financial advisers concerns the impact of early retirement on future Social Security benefits. They wonder if the estimated benefits statement that their clients receive accurately portrays future...

Social Security finances worsen as reliance on the program increases

August 9, 2018

You've heard of good news/bad news stories. This one is a bad news/worse news version. Two new reports from the University of Pennsylvania's Wharton School of Business document an increase in American retirees' reliance on Social Security income...

Retroactive Social Security benefits: Everything you need to know

August 20, 2018

A financial adviser contacted me recently to ask whether a widowed client, who had been eligible to collect Social Security survivor benefits at the earliest at age 60, could file for retroactive benefits now that she was 63. Any type of Social...

Countdown to Medicare and Social Security checklist

November 24, 2018

Age 62 Earliest age to apply for reduced Social Security retirement benefits, subject to earnings restrictions if working. Age 64 Research Medicare options. Age 65 Enroll in Medicare. Those who claim Social Security benefits early are automatically...

For some women, widowhood produces a windfall — and plenty of headaches

November 17, 2018

Because of women's longer average lifespans and likelihood of widowhood, most discussions about women's retirement planning tend to focus on the financial risks of aging alone and the fact that single women over the age of 65 are more likely...

Social Security and the fear of missing out

October 15, 2018

Fear of missing out, or FOMO, is generally associated with millennials who worry that something exciting is happening elsewhere when they're not there. But baby boomers are not immune from FOMO — a word officially added to the Oxford Dictionary...

7 surprising facts about the Social Security earnings test

July 31, 2018

Questions from InvestmentNews readers tend to run in cycles. This month, the Social Security earnings test seems to be a popular topic with financial advisers and their clients who want to claim benefits early but plan to keep working. That...

Working longer is best way to boost retirement income

July 25, 2018

Working a few years longer has a much bigger impact on improving retirement income security for older workers than boosting 401(k) contributions during the last decade of work, according to new research published by the National Bureau of Economic...

Social Security COLA for 2019 will be 2.8 percent

October 11, 2018

The Social Security Administration announced Thursday that 63 million beneficiaries, including retirees, disabled workers and their eligible dependents and surviving family members, will receive a 2.8% increase in benefits next year, the largest...

Social Security benefits lost 34% of their buying power since 2000

June 21, 2018

Social Security benefits have lost more than one-third of their buying power since 2000, according to a new study released Thursday by The Senior Citizens League, a nonpartisan advocacy group. "This is the biggest loss of buying power recorded...

2019 Social Security cost-of-living adjustment could top 3 percent

June 4, 2018

The annual Social Security cost-of-living adjustment for 2019 could top 3% in 2019, which would be the largest increase in seven years, according to a new estimate released by The Senior Citizens League, a nonpartisan advocacy group representing...

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