The Latest

September 30, 2022 By Diane M. Wilson CFP®  Work, job, or career. Whatever we call our labor, some cannot wait to step away while others want to continue working even after reaching full…
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November 7, 2021 THE ACTUARIES LONGEVITY ILLUSTRATOR: FREE, FUN & FLEXIBLE By Mark Shemtob CFP®  No CFP® working in the retirement planning space can service their clients without a frank discussion on longevity (life expectancy).…
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November 23, 2020 By Diane M. Wilson CFP®  November 23, 2020 Social Security and Supplemental Security Income (SSI) benefits will increase 1.3% in 2021 according to the Social Security Administration.  The cost of…
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April 22, 2020 The Social Security Board of Trustees released on 4/22/2020, its annual report on the long-term financial status of the Social Security Trust Funds. The combined asset reserves of the Old-Age…
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March 2, 2020 By Diane M. Wilson CFP®  January 20, 2020 The Social Security 2100 Act was introduced in Congress by Rep. John Larson (D-Conn.).  The suggested modifications provide the kind of changes we…
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April 30, 2019   By ALICIAH. MUNNELL Published: May 17, 2017  Proposals to increase Social Security’s Full Retirement Age are beginning to resurface. The notion is that if people are living longer, they can work longer. But the…
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