The experts say, “Yes!” If you’ve ever had the breath knocked out of you, you know how you’re stunned and disoriented for a few seconds. Slowly, you start to breathe again. That’s how I felt—stunned and totally disoriented—when I attended a recent webinar about the privacy of your Social Security data. But I wasn’t so sure I started breathing again during the hour-long … [Read more...] about Should you be concerned about the privacy of your Social Security data?
Social Security
Working After 70? Your Social Security Claim Triggers Medicare Part A (Part 3)
Don’t leave money on the table, or overcontribute to your HSA If you’re planning on working after age 70, you may run into a different situation with Medicare. But not because of Medicare. Rather, it has to do with your Social Security claiming strategy. And you may find you’ve been overly generous in contributing to your HSA. To build more details of all the HSA and … [Read more...] about Working After 70? Your Social Security Claim Triggers Medicare Part A (Part 3)
Ready to Claim Social Security?
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?
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?
The 2021 Fearless Retirement Summit & Social Security Checklists
Welcome to the follow up information from The Fearless Retirement Summit - 2021, hosted by Tom Morris of Northwestern Mutual. I hope you had a an excellent experience and learned why it's so important to retire to something. And, of course, are now more knowledgeable about Social Security. Everyone approaches retirement in unique and special ways. But there are some … [Read more...] about The 2021 Fearless Retirement Summit & Social Security Checklists
