social security | Next Quarter Century

James McGlynn CFA, RICP

Recent Retirement Rule Changes by Congress

RETIREMENT RULES seem to get revised almost every year. Whether it’s IRAs, Roth IRAs or Social Security, Congress is constantly rewriting...

James McGlynn CFA, RICP

My Do-it-Yourself Retirement Plan

MANY FOLKS ARE do-it-yourselfers when it comes to home improvement projects. On that score, I have no skills, so I end up paying others....

James McGlynn CFA, RICP

Retirement Rules-ABC-Always Be Changing!

RETIREMENT RULES seem to get revised almost every year. Whether it’s IRAs, Roth IRAs or Social Security, Congress is constantly rewriting...

James McGlynn CFA, RICP

Social Security and Divorce- dispelling misconceptions

When I talk to people about Social Security and divorce I am amazed at how much wrong information there is about such a major benefit. In...

James McGlynn CFA, RICP

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...

James McGlynn CFA, RICP

My Retirement Plan

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

James McGlynn CFA, RICP

Divorce and Social Security

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

James McGlynn CFA, RICP

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...

James McGlynn CFA, RICP

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...

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