In the News • May 19, 2016
“The survivor benefit is one of the best illustrations of how Social Security really is “social insurance.” Payroll taxes paid into the program buy income protection for your spouse in case of your death – somewhat like life insurance. And survivor benefits are not limited to spouses. In some cases, surviving children who are unmarried […]
In the News • May 18, 2016
“Couples nearing retirement have to make key decisions about where and how to live, as well as how to ensure that any pension or annuity payments go to the survivor and how to maximize Social Security for both when one spouse is the bigger earner. If you anticipate a retirement-income shortfall, working longer is often […]
In the News • May 6, 2016
“Meet Howard and Jean, an older couple I know, who like so many Americans of the “greatest generation” plugged into the New Deal world that promised a secure lunch pail for the middle class. Howard is a World War II veteran who became a mechanic; when he was younger he worked on automobiles for a […]