Check out my March 2022 interview and guest post at MoneyGeek.com on Smart Spending In Retirement https://www.moneygeek.com/seniors/resources/smart-spending-in-retirement/#expert=steven-a-boorstein
Smart Spending in Retirement Read More »
You would probably be hard-pressed to find a family that would rather sit around the table discussing their estate plans than going out to eat, enjoying a vacation together or
Five Emotional Roadblocks to Creating a Successful Estate Plan Read More »
The Economic-Stock Market Disconnect When I take a step back from what is happening in the economy and look at the major U.S. market averages, I see an incredible disconnect.
RockCrest’s View: The Economy-Stock Market Disconnect | Roth IRA Considerations Read More »
The Spanish Flu of 1918… The Asian Flu of 1957… The Hong Kong Flu of 1968… The HIV/AIDS Epidemic of 1981… The H1N1 Flu of 2009… The COVID-19 Pandemic of
Pandemics and stock markets (lessons from the 1918 Spanish Flu) Read More »
What if you claimed Social Security and then realized you would ratherstop benefits and get more later? Can you change your mind?
What is Voluntary Suspension? Read More »
According to a recent study, retirees will collectively lose $3.4 trillionin potential income that they could spend during their retirementbecause they claimed Social Security at a sub-optimal time.
Americans Lose Trillions in Social Security Read More »
You might assume it’s safer to keep your personal details—especially your Social Security number—off the internet. Actually, setting up a my Social Security account is an important step toward protecting
Why Open a my Social Security Account Read More »
Due to legislative changes, fewer people can take advantage of spousal Social Security strategies. But if you qualify, they can be a major benefit.
How to File a Restricted Application Read More »
Plan Ahead! These days, most people use digital assets without even thinking about it – to keep in touch (think Facebook), to pay bills, manage subscriptions, store photos, and more.
How to help protect online accounts if you become incapacitated or die Read More »
Could working longer help or hurt future benefits? And, how does part-time work during retirement affect benefits?
How Does Working Longer Affect Your Social Security Benefits? Read More »
If your employer health plan is an Health Savings Account (HSA) paired with a High Deductible Health Plan (HDHP)… you may have a problem when you turn 65.
Social Security, Medicare and HSAs Read More »
If you have ever worked for the federal government, it’s important to understand how Social Security could interact with FERS and CSRS federal retirement plans…
Federal Employees and Social Security… what you need to know Read More »