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What You Need to Know About Social Security Changes in 2015

The New Year has ushered in a few tweaks to Social Security – including a COLA, an increase in the taxable earnings cap and more. What changes are coming? US News explains: Social ...
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Dispelling the Myth: For Many, Retirement Doesn’t Mean Lower Taxes

In a recent column, wealth manager Montgomery Taylor (CPA, CFP) has a simple message for soon-to-be retirees: don’t assume your tax burden will fall when you enter retirement. Taylor ...
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Video: Why Should You Invest?

Why should you invest your money as opposed to keeping it locked away in a savings account? This video offers an introductory explanation as to why.   Video credit: Money magazine ...
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How Accurate Is Your Estimated Social Security Benefit?

Every soon-to-be retiree is curious about what their Social Security benefit might be when they retire – as they should be, because their expected benefit will shape their saving ...
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How to Manage Inflation During Retirement

Inflation hasn’t been an issue retirees have had to worry about for a long time. But that doesn’t mean it’s okay to forget about it entirely – if it comes back, retirees need ...
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Video: What’s The Average Net Worth of America’s Near-Retirees?

This discussion features Dean Baker of the Center for Economic and Policy Research – a self-proclaimed non-partisan (but sometimes left-leaning) think tank. He talks about the net ...
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South Carolina Workers Lose Appeal of Pension Contribution Provision

Public workers in South Carolina have lost their appeal of a provision of the state’s 2005 pension reform law, a federal appeals court said Friday. The employees were challenging ...
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Women Most At Risk For Poverty During Retirement

Women are more likely than men to face poverty after age 65, according to two Brookings Institute reseachers. Benjamin H. Harris and Aurite Werman found that women who were never married ...
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