
Woman, 62, Navigates Social Security and Survivor Benefits
A 62-year-old friend earning $20,000 annually weighs claiming Social Security now or survivor benefits later. Navigating…
13 articles

A 62-year-old friend earning $20,000 annually weighs claiming Social Security now or survivor benefits later. Navigating…

Many retirees leave work earlier than planned due to unforeseen events. Proactive planning for an early retirement and r…

A retiree shares why claiming Social Security at 64, not 70, was his optimal choice due to dependent benefits and robust…

A MarketWatch article explores the dilemma of selling a home, renting, and investing $500K for retirement at 60, weighin…

MarketWatch explores a reader’s critical decision: should they sell their house and invest $500,000 to improve cash flow…

A critical MarketWatch article reveals two expensive retirement mistakes and offers advice on how to avoid them, focusin…

The Cassidy-Kaine proposal for Social Security funding, despite endorsements, fails to solve the program’s financial iss…

A couple in their 70s with no heirs faces a critical debate over $30,000 IRA charitable giving. The wife favors tax-free…

A MarketWatch article highlights the struggles of a retiree caring for their disabled brother, despite strong finances.…

A MarketWatch article details a woman’s lifelong dedication to her disabled brother. Her critical caregiver financial pl…

A couple in their 60s employing 48 people in a small town face a retirement planning dilemma. Can they retire while ensu…

FLOSS Weekly discusses retirement planning strategies with Bill Shotts. Learn how to save early and retire comfortably.…