Gen Xers, Don’t Count on Social Security

Without reform, Social Security may not be able to pay during Gen Xers full retirement benefits. Don’t be caught unaware – learn what you can do to prepare.

Paving Our Road to a Healthy Retirement

Only about 1 in 4 of us is on the right road to having sufficient retirement savings. Find out how to get there yourself.

Retirees, Get the Most from Social Security

Decisions you make about when to collect social security will have a profound effect on your lifetime benefits, and your spouse’s survivor benefits.

Riding The Social Security Merry-Go-Round

By the time you read this article, I will be recovering from shoulder surgery. I’d like to tell you that I hurt myself doing something exciting or interesting like doing an Iron Man competition, or maybe hurting it while making the final push up to the summit of Mt. Everest. Nope, not me. Unfortunately, my […]

Are You Planning On Social Security?

The future of Social Security is a concern for many, young and old. In the retirement planning course that Susan Roman and I teach, we always get questions about Social Security.   Actually, in these classes we often get many questions, most of which concern either investing or Social Security. Our one request is that […]