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Articles Posted in Retirement planning

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Unexpected Roommates: The Intergenerational Housing Trend

Classic television is home to its share of unique roommate situations. There’s Felix and Oscar (the original odd couple); Mork & Mindy (a human and an alien); Jack, Janet, and Chrissy from Three’s Company; and the venerated “Golden Girls” (who were clearly ahead of their time).  In today’s real world,…

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Who Exactly is Eligible for Social Security Survivor Benefits?

  In most cases, the Social Security benefits of a deceased spouse do pass to the surviving spouse, but there are some specific considerations to keep in mind when it comes to who is entitled to which benefits and how to apply for them.  People are often unaware that they…

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A Whole New World: The Future of Senior Housing

If you could design the perfect retirement community, what would it look like? What kinds of amenities would you offer? How would you use technology to enhance safety and comfort? How would you support residents’ physical and mental wellness?  These are questions that the designers of tomorrow’s senior homes and…

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Recipients of Social Security and SSI Benefits Get a Raise

In 2023, Americans with disabilities will receive a significant raise in their Supplemental Security Income (SSI) and in other Social Security benefits. According to the Social Security Administration, monthly SSI payments are going up 8.7% – an average increase of more than $140 per month beginning this January. This cost-of-living adjustment (COLA) increase…

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Ahoy! Charting Your Course to a Perfect Retirement Destination

There is something very appealing and kind of romantic about sailing off into the sunset to enjoy the golden years of retirement in an idyllic setting. It is, perhaps, the pinnacle of the American Dream.  However, selecting the perfect place to retire takes more than just dreaming. It’s a process…

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3 Tips for Getting the Most Out of Social Security

Many people mistakenly assume that Social Security is a fairly cut-and-dry proposition. You turn 62 – you get your long-awaited Social Security benefits. Right? Well, it is not that straight-forward. It is actually a very complex system that is best navigated under the guidance of a professional who knows something…

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Your Retirement Accounts & The SECURE Act: What You Should Know

(Note: this post has been updated due to potential IRS changes) Do you know about the new changes that could affect your retirement accounts? Some are positive, others may require you to make some new planning decisions. Either way, the goal of this new legislation is to improve retirement security…

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