News Update

Social Security by the Numbers

Social Security by the Numbers

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Facts about the federal Old-Age, Survivors, and Disability Insurance (OASDI) program.   Social Security has been a pillar of retirement life for several decades, but how much do you really know about it? Here are some facts that might surprise you: The Social Security trust fund exceeds the...

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Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

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Two financial unknowns may erode our degree of confidence.   The financial uncertainties we face in retirement may risk reducing our sense of confidence, potentially undermining our outlook during those years.   Indeed, according to the 2018 Retirement Confidence Survey by the Employee Benefits Research Institute, only 17% of...

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Countdown to College

Countdown to College

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Preparing for college means setting goals.   Most parents want to give their children the best opportunity for success and getting into the right college may help open doors. According to the latest income-per-education-level data available from the Bureau of Labor Statistics, American adults who have a...

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A Retirement Fact Sheet

A Retirement Fact Sheet

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Some specifics about the “second act.”   Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.   Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are...

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