Find the checklist that fits your situation You may have heard me talk about Social Security during a webinar, workshop, or podcast. Or you might be an avid reader of my Social Security articles. I hope you do both! Even if not, those who are 50 or 55 and older are thinking about Social Security. And those in their 60s are feeling like they are ready to claim Social … [Read more...] about Ready to Claim Social Security?
Medicare Part D Prescription Drug Costs
Be Prepared for Quicksand and Hidden Traps For several years now I’ve wanted to do a deep dive into Medicare Part D prescription drug costs. I had run various scenarios from time to time to illustrate some examples. But had not carved out time to put on my scuba gear and go for a dive. What are our seniors dealing with when shopping for their prescriptions? And, … [Read more...] about Medicare Part D Prescription Drug Costs
Have You Seen Your Recent Social Security Statement?
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
