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Channel: Pawling Public Radio » Financial Success by Kurt Schlesinger
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Financial Success: Social Security Claiming Strategies

  What can married couples do to increase joint lifetime benefits? What is your “magic number”? Roughly half of retirees claim Social Security benefits at age 62, as soon as they become eligible. Some...

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Financial Success: The Latest on Social Security

  Benefits increase for 2013. Ideas for reform are numerous.     Social Security benefits have increased 1.7% this year. This doesn’t come close to the 3.6% boost retirees got for 2012, but it does...

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Financial Success: Stretch Drive Tax Tips

  Things to keep in mind if you still need to file.   As April 15 gets closer, many Americans still haven’t filed their taxes. You may be one of them. As life requires us to do so much in so little...

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Financial Success: Medigap & Medicare Advantage Plans

    They may come in handy, as Medicare may not cover as much as you think. Will you be 65 soon? If you’re turning 65 in the next few months, you might consider supplementing basic Medicare coverage....

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Financial Success: Retirement Seen Through Your Eyes

  After you leave work, what will your life look like?   How do you picture your future? If you are like many baby boomers, your view of retirement is likely pragmatic compared to that of your parents....

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Financial Success: Social Security Claiming Strategies

What can married couples do to increase joint lifetime benefits? What is your “magic number”? Roughly half of retirees claim Social Security benefits at age 62, as soon as they become eligible. Some...

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Financial Success: Living Trusts, Fact vs. Fiction

Many myths surround these popular estate planning tools.     Living trusts are created with a clearly defined objective: to avoid probate. Misconceptions about living trusts have spread to the point...

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Financial Success: How Much Health Care Reform Will We See by 2014?

Can the federal government follow through on its ambitions?    In 2014, we were supposed to see profound health care reform per the 2011 Affordable Care Act – but how much of that reform will roll out...

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Financial Success: End-of-the-Year Money Moves

  Here are some things you might want to do before saying goodbye to 2013.    What has changed for you in 2013? Did you start a new job – or leave a job behind? Did you retire? Did you start a family?...

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Financial Success: IRS Retirement Plan Adjustments for 2014

  The IRS has made minor adjustments to retirement plan limitations for 2014. As inflation has been tame in 2013, these COLAs aren’t dramatic; as a result, some retirement plans won’t see any next...

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