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How proposals to tax more wages could boost Social Security benefits — or not
Dec 19, 2019
One possible way to improve the solvency of the Social Security system is to boost the amount of earnings subject to the payroll tax.
Medicare and health savings accounts don’t mix
Dec 11, 2019
Unwary older workers can face tax penalties for funding an HSA after 65.
Social Security’s outdated rules
Dec 4, 2019
Delayed claiming favors the wealthy, while taxes on benefits hurt middle-income recipients.
Timing is crucial for Social Security earnings test
Nov 26, 2019
Higher limits apply in the year a worker reaches full retirement age.
An adviser’s journey to happiness
Nov 15, 2019
Financial Freedom Wealth Management Group's Julia Carlson on 'the art of delegation'.
Medicare premium increase and IRMAA surcharges announced for 2020
Nov 11, 2019
High-income surcharges will be adjusted for inflation for the first time in a decade.
Guiding clients through the Medicare maze
Nov 11, 2019
Working with independent health insurance brokers can save time, money.
Why more seniors are working longer
Oct 24, 2019
Improved health, changing job characteristics and Social Security rules are responsible for the graying workforce.
Why more seniors are working longer
Oct 24, 2019
Improved health, changing job characteristics and Social Security rules are responsible for the graying workforce.
Medicare 2020 open enrollment begins Tuesday
Oct 15, 2019
Retirees can save money by reviewing new Medicare advantage and drug plan options for next year.
