Time to take a fresh look April is National Social Security month. An opportune time to take a fresh look at your benefits estimate. Even if retirement is years away. If you haven’t taken a peek lately, you’ll be surprised to see a new version of the Social Security statement. Simply log into your online account or create your own “MySocialSecurity” account on … [Read more...] about Have You Seen Your Recent Social Security Statement?
10 Financial “Pearls of Wisdom” Moms are Sharing with Daughters
Celebrating Women’s History Month with lots of great money advice An exciting thing happened this month—my guest column in Retirement Daily on The Street was the “top story” for a week. I’ve written quite a few articles, but never took the #1 spot. What’s so interesting about this? The topic was “10 Financial Pearls of Wisdom from Mothers to their Daughters.” … [Read more...] about 10 Financial “Pearls of Wisdom” Moms are Sharing with Daughters
Spousal IRAs: Fund Yours this Tax Season
A Glimmer of Retirement Hope for At-Home Moms During the Ongoing COVID Crisis It’s not the most wonderful time of the year for most of us—it’s tax season. Ugh. Time to reckon with your income and how much went to federal and state taxes. Time to dig through piles of papers and online accounts to find those pesky 1099s and W2s. And figure out additional … [Read more...] about Spousal IRAs: Fund Yours this Tax Season
How to choose charities to support from a pool of 10 million?
With the holiday season in full swing, many people want to make charitable contributions. Daily reminders from your house of worship or Toys for Tots to TV ads and emails ask for donations. It’s hard to miss the message of other’s not-so-good fortune. There is so much need. But how do you decide which charities to support? There are somewhere between 1.3 and 1.5 million … [Read more...] about How to choose charities to support from a pool of 10 million?
Time to Re-shop for your Medicare Part D Plan
It’s not quite the most wonderful time of the year. But before the holidays roll around, it is the most critical time for everyone on Medicare. That’s because it’s your only time of the year to re-shop for your Medicare Part D plan. And, it is critical that you do so. Medicare Open Enrollment: It’s a Date! Each year between October 15th and … [Read more...] about Time to Re-shop for your Medicare Part D Plan
