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Will the New Social Security Rules Derail Your Retirement?

On Monday, Nov. 2, President Obama signed into law a federal budget bill that will fund the government for the next two years. Much of the conversation about the bill and the process it went through to become law has been about bipartisan conflict and compromise – recently, however, talk has turned to the significant changes to Social Security filing rules that are included in the new law. 822 more words

Planning

Last Chance to File and Suspend (and Potentially Gain Thousands More Social Security Benefits)

Recent changes to Social Security claiming rules have effectively eliminated the file and suspend strategy for most married couples. But, if you qualify, you still have until April 29th to use these strategies—potentially generating tens of thousands in additional lifetime Social Security benefits. 205 more words

Retirement

Did You Hear What Just Happened With Social Security?

Congress just eliminated two popular strategies used to get greater retirement benefits. So our friend, Todd Pouliot, AIF, at Gateway Financial provided this great information to share with you. 909 more words

Accountant

On this day after the Blizzard of '16

“The wealth divide is getting more extreme. The 62 wealthiest people in the world have wealth equal to the poorest 3.5 billion, half the world’s population. 157 more words

American Exceptionalism

What Married Couples Need to Know About the Latest Changes to Social Security

The Bipartisan Budget Act of 2015 (“Budget Act”) that Congress passed in early November has resulted in changes to the claiming strategies that married couples can use to maximize their Social Security benefits. 782 more words

Retirement

Student Debt in America: Lend With a Smile, Collect With a Fist

The American student loan crisis is often seen as a problem of profligacy and predation. Wasteful colleges raise tuition every year, we are told, even as middle-class wages stagnate and unscrupulous  1,953 more words

Student Loans