David Freitag
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Retirement
Social Security Ending Paper Checks in 2025
Starting September 30, 2025, Social Security will stop mailing paper benefit checks to most recipients. This change affects about 1%…
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Retirement
Social Security Fairness Act is Now Law
The Social Security Fairness Act is now law—and it’s a game-changer for public employees in Texas and 14 other states.…
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Retirement
What Does the Social Security Fairness Act Do?
fyi50+: Dave, in our last article about Social Security Offsets, we discussed the pending legislation in the House of Representatives…
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Retirement
Social Security Offsets
fyi50+: There have been recent reports from Congress about eliminating WEP and GPO Social Security offsets. I asked Dave Freitag…
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Retirement
How to Calculate Tax on Social Security Benefits
It is always a good idea to start your tax planning process toward the end of the year, and if…
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Retirement
Pros and Cons of Taking Early Social Security Benefits
fyi50+: Economic times being what they are, many workers might be interested in taking their Social Security benefits before they…
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Retirement
How to Protect Your Social Security Number From Identity Theft
fyi50+: The Social Security Administration has been promoting awareness of scams for several years through their annual National Slam the…
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Retirement
The Social Security Trustees Report — 2024
The Social Security Administration released a press release in May on the financial state of the Social Security system. The…
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Money
Social Security and Divorce
fyi50+: Gray divorce is a fact of life in this country. After age 50, many married couples agree to go…
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Money
Is Social Security Really Broke?
The news is full of attention-grabbing headlines about how Social Security is going broke. Yet when you get into the…
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Money
Fall, Record-Keeping, and Social Security
When the seasons change, and we start thinking about the new year, should we proactively plan for retirement? I asked…
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Retirement
Annual Social Security Cost-of-Living Adjustment
fyi50+: There has been much written about Social Security these days. However, one essential feature of Social Security makes it…
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Retirement
The Three-for-One Idea: There’s more to Social Security than meets the eye
fyi50+: Much has been written recently about Social Security funding and its importance to retirees. However, Social Security is really…
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Money
Social Security and Income Tax—
When does good news become bad news? fyi50+: Tax season is in full swing! Those of us collecting Social Security…
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Money
Rethinking Retirement
fyi50+: Sometimes, retirement works out just fine. Other times, it doesn’t go as smoothly, and a worker might discover a…
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Retirement
Social Security in the News: What’s Hot in 2023?
fyi50+: There have been several stories this year about Social Security and retirement planning in the media. It’s hard to…
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