Social Security Planning

Could Social Security Really Go Away?

Just how gloomy does its future look? Will Social Security run out of money in the 2030s? For years, Americans have been warned about that possibility. Those warnings, however, assume that no action will be taken to address Social Security’s financial challenges....

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Social Security Survivor Benefits

How do you claim them? How much can you receive? About 5 million widowed Americans get Social Security survivor benefits. If your spouse has passed, you may be eligible to collect them. This means that you could receive as much as 100% of your late spouse’s Social...

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When Is Social Security Income Taxable?

The answer depends on your income. Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since 1984. Social Security benefits...

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What Expenses Could Change When You Retire?

Some costs could rise, fall or even disappear. Your retirement may seem near at hand or far away, but one thing is certain: your future will differ from your present. Financially, that fact is worth remembering. Some of the costs you have paid regularly all these...

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Think About Your Lifestyle Before You Retire

Sometimes planning for retirement isn’t entirely about money. How many words have been written about retirement? It’s a preoccupation for many, and we devote so much time, thought, and energy toward saving for the last day we go to work. Saving and investing in such a...

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Reducing the Risk of Outliving Your Money

If you ask retirees that question, “outliving my money” may likely be one of the top answers. Retirees and pre-retirees alike share this anxiety. In a 2014 Wells Fargo/Gallup survey of more than 1,000 investors…

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