Retirement

In late January, I talked with Bill, a client whose job, along with his healthcare insurance, was eliminated and he needs Medicare by March 1. My first question was, “Are you enrolled in any part of Medicare?” He replied that Social Security enrolled him in Part A, hospital insurance, when he signed up for retirement

The labor market added another 353,000 jobs in January. The Bureau of Labor Statistics revised the estimates for the prior two months up by 126,000 jobs. Amid these strong jobs gains, the unemployment rate stayed at 3.7%. It now has remained below 4% for 24 months, the longest such period since the early 1960s. As

Many Americans depend on Social Security to make ends meet each month. Depending on your total household income, you may be surprised that you owe taxes at the federal level on your Social Security benefits. Your state of residence will determine the taxes you owe on your Social Security benefits at the state level during

Start Early and Get to Know the Social Security Program I have been advising people for years now on the various ideas they have when it comes to claiming Social Security benefits. Social Security is a program that is loaded with rules. But as you get closer to retirement, it is important that you familiarize

Parents have many challenges when it comes to raising their children. One of the most important is also one of the most overlooked: financial literacy. What does it take for a parent to teach a child about smart money behavior? Perhaps the best way to do this is by actions, not by lectures. Show your