Monthly Archives: June 2015

A TRIPLE-PLAY THAT SOCIAL SECURITY CALLED RIGHT

THINKING RETIREMENT – ANDY LANDIS – Here’s a true story of a “triple-play” that the Social Security Administration called exactly right. I’ve written about Dualies http://www.marketwatch.com/story/rules-of-the-road-for-social-security-dualies-2014-12-04—people who are dually-eligible for Social Security.  For example, you might be eligible as a … Continue reading

Posted in Andy Landis, TOPIC - Insurance | Comments Off on A TRIPLE-PLAY THAT SOCIAL SECURITY CALLED RIGHT

A ROOKIE IRA CONTRIBUTION MISTAKE

IRA ADVICE – ED SLOTT – In a just released private letter ruling (PLR), a taxpayer was given an extension of time to complete a rollover of funds to his IRA. He was given bad advice by his CPA. “Tom” … Continue reading

Posted in Ed Slott, TOPIC - Insurance | Comments Off on A ROOKIE IRA CONTRIBUTION MISTAKE

MEDICAL CARE AND QUALITY OF LIFE

RETIREMENT COACHING – DEBBIE DRINKARD GROVUM – Balancing the power and options of modern medical treatment with quality of life is becoming increasingly challenging. Anyone who has faced or contemplated this challenge will find Atul Gawande’s latest book, Being Mortal, … Continue reading

Posted in Debbie Grovum, TOPIC - Keeping Active | Comments Off on MEDICAL CARE AND QUALITY OF LIFE

CAN I GET MY EX’S SOCIAL SECURITY?

THINKING RETIREMENT – ANDY LANDIS – Divorced?  You might qualify for Social Security payments from your ex—and take a “Dualie Detour” to maximize your own payments. If you’re confused about Social Security rules for divorced individuals, you’re not alone.  Let’s … Continue reading

Posted in Andy Baxter, TOPIC - Insurance | Comments Off on CAN I GET MY EX’S SOCIAL SECURITY?

WRAP UP – GIFTS FOR GRADS AND DADS

TECHNOLOGY AND YOU – GARY M. KAYE  – Following up on my gifts for grads and dads, Part 1 (http://www.tech50plus.com/dads-grads-gift-guide-part-1-college-grads/), here are links to three more blogs that cover a wide variety of great gifts. Part 2 (http://www.tech50plus.com/dads-and-grads-part-2-gifts-for-the-senior-dad/) covers gifts … Continue reading

Posted in Gary M. Kaye, TOPIC - Technology & You | Tagged , | Comments Off on WRAP UP – GIFTS FOR GRADS AND DADS

A BREAKTHROUGH FOR SENIORS WITH LOW VISION

TECHNOLOGY AND YOU – GARY M. KAYE  – Annoyances can turn into truly challenging disabilities as we age.  For many years we’ve been hearing that one day technology could really help overcome low vision or blindness, hearing loss, or loss … Continue reading

Posted in Gary M. Kaye, TOPIC - Technology & You | Tagged , , | Comments Off on A BREAKTHROUGH FOR SENIORS WITH LOW VISION

SOCIAL SECURITY’S ‘ZOMBIE’ ACCOUNTS

THINKING RETIREMENT – ANDY LANDIS – Social Security has a number of offbeat “quirks.” Here are the top 10, including how to turn your payments into zombies. Quirk No. 10: Your birthday isn’t your birthday – Federal law says you … Continue reading

Posted in Andy Landis, TOPIC - Insurance | Tagged , | Comments Off on SOCIAL SECURITY’S ‘ZOMBIE’ ACCOUNTS

PART 1 – TECH GIFTS FOR GRADS AND DADS

TECHNOLOGY AND YOU – GARY M. KAYE  – This is Part 1 of Gary’s annual guide to tech gifts. You can read more on his Tech 50+ website. Navigation Device –  Your newly minted grad may not know where he … Continue reading

Posted in Gary M. Kaye, TOPIC - Technology & You | Comments Off on PART 1 – TECH GIFTS FOR GRADS AND DADS