social security | Next Quarter Century

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Medicare
Investing
Retirement
Social Security
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Taxes

2 days ago
3 min

The Taxman Cometh

LATE LAST YEAR, Congress voted to kill off the so-called stretch IRA, which had allowed those who inherited retirement accounts to draw t...

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James McGlynn CFA, RICP

Aug 17
4 min

My Retirement Plan

Like my LTC insurance, I find I’ve become something of a hybrid myself.

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James McGlynn CFA, RICP

Jul 7
3 min

Divorce and Social Security

If You're married filing for Social Security can be confusing.

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As the Years Go By - Retirement planning from age 55-75

James McGlynn CFA, RICP

Jun 6
4 min

As the Years Go By - Retirement planning from age 55-75

YOU CAN THINK of retirement as having four phases. Want to make sure you make the right decisions at the right time? An age roadmap can h...

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If you were born before 1954 (1950-1953) you should know this

James McGlynn CFA, RICP

Jun 5
3 min

If you were born before 1954 (1950-1953) you should know this

WERE YOU BORN between 1950 and 1953, have been or are currently married, and haven’t yet filed for Social Security benefits? There’s a lo...

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