Feature Story
A woman’s approach to planning her retirement
March is Women’s History Month A woman’s approach to planning her retirement has always been different from a man’s approach. That’s not to say that men aren’t doing a good job. But rather a fact that men and women approach most things differently. Women’s opportunities to own and manage their own finances is a recent development, largely thanks to some…
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Spotlight
Social Security: Lightly Toasted, Not Burnt (my latest book)
aka: It’s Still Not Going Bankrupt This has been a tough year for Social Security. After the year started out on such a bright note with the repeal of WEP and GPO, things quickly soured. The new administration unleashed the…
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Social Security for Divorced Individuals
Information and a checklist Too many myths and misconceptions swirl around Social Security. It’s frankly amazing how much people think they know about the program…and how wrong they can be. One of the most common misunderstandings concerns Social Security for…
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Medicare Part D Open Enrollment Period is Here
Time to Reshop Your Part D Plan for 2026 I left Dunkin’ Donuts this morning with a medium hot coffee on a blustery fall day. Two construction workers walked behind me, laughing. One of them said that when he retires,…
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Social Security for Married Couples – Part 2
Example Cases to Check out Social Security decisions for married couples are best approached step-by-step. Then the rules make more sense. There are several “behind-the-scenes” calculations that you don’t see on your statements. Different options are compared to see if…
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Social Security for Married Couples
Key information and a checklist before you claim Are you happily married today? You’ll probably need to keep that in mind when you sit down to figure out your Social Security claiming strategy. There may be a healthy debate over…
Mantell Retirement Consulting Celebrates 20th Anniversary
Much has changed in retirement from 2005 to 2025 It is wild to think that I started my independent consulting business 20 years ago this month. Frankly, I can’t believe it. On the one hand, it seems like just yesterday…
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2025 Social Security Trustees Report—Impact of a 23% Cut in Your Benefits
On June 18, 2025, the new troop of Social Security trustees released the 2025 Social Security Trustees Report. This annual requirement reports the health of four critical social safety net trust funds managed by the trustees. The four are OASI,…
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