Income

2024 By The Numbers

December 14th, 2023

Social Security benefits, Medicare premiums, and contribution limits are increasing in 2024. Here is a look at 2024 by the numbers. 3.2% Social Security Social Security benefits will increase 3.2% in […]

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Who Pays Taxes on Social Security And Why?

November 9th, 2023

Social Security is an important part of your retirement income. That’s why we wade through all the options (up to 81 if you are married) to help you maximize your […]

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Three Part Series On Social Security: Part Three

August 10th, 2023

How a Job Impacts Social Security This Retirement Report is the last in a three-part series on Social Security. Click here to read part one, “The Status of Social Security,” and […]

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Three Part Series On Social Security: Part Two

July 13th, 2023

“The Social Security shopping mall has 81 stores for married couples.” There are a lot of opinions, articles, and information out there about Social Security. In this Retirement Report, we’ve […]

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Three Part Series On Social Security: Part One

June 8th, 2023

This is the first in a three-part series on Social Security. Look for part two on spousal benefits in the July Retirement Report and part three on how working impacts […]

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Why It’s Going to be a Great Year

January 12th, 2023

2022 was a good year. I’m serious. I know, I know. There was a market correction, interest rates pushed borrowing costs to levels we haven’t seen since 2008, and inflation […]

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Retiring With a Pension? Interest Rates are Impacting Your Lump Sum

October 20th, 2022

Attention pension plan owners! This information is for you. As interest rates are rising, pension plan lump sum payouts are decreasing. Have you run your calculations lately? You may have noticed […]

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Retirees to Receive Historic Social Security Pay Raise

October 13th, 2022

Social Security beneficiaries are getting a historic benefit increase. The Social Security Administration announced today that they will receive an 8.7% cost-of-living adjustment (COLA) starting in 2023. The average Social […]

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A Look at the History of Social Security as COLA Bump Nears

October 6th, 2022

Any day now, retirees should find out what their Social Security raise will be for 2023. Experts are predicting the highest Cost of Living Adjustment (COLA) in 40 years, thanks […]

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Possible Social Security Changes for 2023

August 18th, 2022

Another big cost-of-living adjustment (COLA) could be coming for Social Security recipients in 2023. Social Security Administration officials recently confirmed that the increase would be “closer to 8%.” This would […]

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