Blog posts
How Smart Couples Maximize Their Social Security Benefits
June 15, 2025
Social Security
In this post, we’ll dive into how couples can make the most of their Social Security (SS) spousal benefits—a topic that can feel a little confusing at first but makes a big difference over time…
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Why Spousal Social Security Benefits Are Sometimes Less Than 50%
May 6, 2025
Social Security
“I thought I was supposed to get 50% of my spouse’s Social Security benefits why am I getting less?”If you’ve ever asked yourself this question, you’re not alone. Many people are surprised—and even…
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Social Security 2025 Updates: New ID Verification Rules and Payment Schedule Changes
April 26, 2025
Social Security
Important Updates from the Social Security Administration (SSA) – 2025 Since early 2025, news about the Social Security Administration’s (SSA) new Identification Verification (IDV) procedures has…
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Can You Be Taxed on an IRA You Lost?” a Seized IRA and a $275,000 Tax Bill – What This Teaches Us About IRA Rules
April 19, 2025
Personal Finance
Lonnie Hubbard, sitting in prison and stripped of his assets from an illegal drug operation, was stunned to receive a letter from the IRS. It claimed he owed $275,000 in taxes and penalties—on money…
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The Market is in Turmoil – What does it mean for your retirement?
April 12, 2025
Personal Finance
The U.S. stock market has been extremely volatile since the announcement of new tariffs. On April 7, it briefly dropped over 20% from its February peak. The CBOE Volatility Index (VIX), often called…
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Understanding Taxes on social security benefits
April 3, 2025
Social Security
Lately, there has been a lot of discussion about Social Security, including a proposal to eliminate taxes on benefits. While this sounds appealing, an analysis by the University of Pennsylvania warns…
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Optimizing taxes in Retirement
March 26, 2025
Personal Finance
As retirement approaches, many focus on saving enough, but they often overlook the impact of taxes on their retirement funds. To make the most of your savings, it’s crucial to plan for taxes and…
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How much do I need to retire?
March 24, 2025
Personal Finance
Do I really need $2 million? You’ve probably heard the claim that $2 million is the magic number for a comfortable retirement in the U.S. But is that true? The reality is, there’s no one-size-fits-all…
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Money and women
March 24, 2025
Women in Control
March is Women’s History Month, a perfect time to reflect on women’s evolving relationship with money. Recent surveys show encouraging trends: according to Fidelity, 68% of women have concrete…
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