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Is the Government Double-Taxing Your Social Security Benefits?

by Robert Katch | June 25, 2019
It doesn’t seem fair that your Social Security benefits should be taxed by the federal government.  Isn’t this an example of double-taxation?...

Should You Buy Long-Term Care Insurance?

by Alan Hopkins | June 21, 2019
When you model the sustainability of a person’s retirement assets, the Big Unknown is long-term care expenses. The median annual cost of a private...

(Very) Faulty Forecasts

by Robert Katch | June 17, 2019
The U.S. stock market seemed to be trending downward until the Federal Reserve governors’ meeting, where word came out that the Fed would hold off...

Safety First

by Robert Katch | June 11, 2019
Senior citizens can find a wealth of “best of” lists on TheSeniorList.com, including best assisted living facilities, best dental and vision...

Are Millennials Saving for Retirement?

by Seth Catanese | May 20, 2019
Are millennials saving for retirement? According to a retirement savings and spending study, 31% of millennials are contributing to a retirement...

3 Things You Need to Know About Social Security

by Laura Navarro | May 4, 2019
Social Security is an often-confusing topic for pre-retirees. There are a lot of questions around when it’s best to start taking your Social...

Are Your Financial Values Part of Your Legacy?

by Steve Scott | March 22, 2019
The estimate currently sits at $68 trillion dollars that the Baby Boomers will pass on to the next generation. For most of those 45 million...