Work & Retirement

Work & Retirement

Become More Financially Confident

Planning and saving are key to a successful retirement. The earlier you start saving for retirement, the better off you will be in the future. People who have a plan are twice as likely to save effectively. ...
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Disrupting the Golden Years? The Upside of Change

Necessity remains the mother of invention and technology is that vehicle. From the EZPass to the iPhone and now ChatGPT, we can't afford to "rust on our laurels" during our golden years. The essence of change, innovation and disruption expose the need for increased lifelong learning, which is an opportunity to stay young. ...
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How the Omnibus Bill Benefits Older Adults

The year-end federal Omnibus Bill features several changes that are good news for older adults. Many of the provisions are aimed at making it easier to save for retirement and to pay for housing and medical care. ...
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Help Someone You Love Apply for Social Security

This Valentine’s Day, take time to remind your loved ones that Social Security helps people in all stages of life. Online services provide easy and convenient ways to learn about and apply for benefits. ...
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Are You Financially Educated on Retirement Savings?

Financial education helps people learn about savings, credit and loans. It also helps prepare people for life changes to weather the unexpected. Retirement shouldn't fall into the "unexpected" category. After all, we've probably thought about it and talked about it for years. Then all of a sudden, it's here. Don't let it catch you off guard. ...
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Is Your Budget Retirement-Ready?

Wherever you are on your retirement journey, the main objective is to retire comfortably with enough money for life’s next stage. If you are uncertain about your long-term financial plan, talk things over with a qualified financial planner. ...
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Celebrating 50 Years of SSI as a Safety Net

In late 1972, President Nixon signed Supplemental Security Income (SSI) into law. In January 1974, the Social Security Administration began paying SSI to people who met the eligibility requirements. Fifty years later, SSI remains a lifeline program for millions of people and households with limited income and resources. ...
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It’s Enrollment Time for Medicare Part B

If you did not apply for Medicare Part B (medical insurance) within three months before or after turning age 65, you have another chance each year during the General Enrollment Period. The period runs from January 1 to March 31 every year.  ...
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