Money Goals

Benefits, Medicare, Medicaid

Is Social Security Doomed?

I don’t think so, but we do need to fix the problem! And soon!

WBZ NewsRadio 1030–02/04/2015

Social Security

Social Security Facts

According to the latest data I found, 59 million Americans are receiving Social Security benefits totaling $863 billion.

WBZ NewsRadio 1030–02/03/2015

Social Security Administration (WBZ-TV)

The History Of Social Security

Social Security benefits are not just for folks with an AARP membership card.

WBZ NewsRadio 1030–02/02/2015

(File image credit: NOAH SEELAM/AFP/Getty Images)

Key Retirement Birthdays: Age 70½

Congress and the IRS decided that you cannot leave your pre-tax retirement savings growing forever tax-deferred, so they chose 70½ for you to begin mandatory withdrawals.

WBZ NewsRadio 1030–01/30/2015

Social Security, Checks, Retirement

Key Retirement Birthdays: Age 65, Social Security Mentality

Current thinking has 65 as the normal retirement age because at one time a worker could collect full Social Security benefits at age 65. No more.

WBZ NewsRadio 1030–01/29/2015

Banks, 100 Dollar Bills, Cash, generic, withdrawal, Counting Money

Key Retirement Birthdays: Almost 60

At 59½ you can finally get at those dollars you have been stashing away for years in your retirement plans without paying a 10% penalty.

WBZ NewsRadio 1030–01/28/2015

Counting, Savings

Key Retirement Birthdays: Double Digits, 55

Age 55 seems to be a magical number. It’s the elusive goal for retiring early!

WBZ NewsRadio 1030–01/27/2015

401K, Retirement Plans

Key Retirement Birthdays: Age 50

Many birthdays are key to successful retirement planning. We’ll spend the week looking at the ones I think are key to your success.

WBZ NewsRadio 1030–01/26/2015

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

All About 529 Plans

College is expensive. And many wonder if it is worth the cost. I believe it is!

WBZ NewsRadio 1030–01/23/2015

(credit: Sara D. Davis/Getty Images)

The Hidden Costs Of College

Colleges post the cost of tuition, room and board and the miscellaneous fees but these are not the only expenses you will need to plan for.

WBZ NewsRadio 1030–01/22/2015

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