Claiming Social Security early isn't always an unwise move. There are plenty of situations where it makes sense to file ahead ...

The short answer to your first question: No, your wife can't claim her benefits now and switch to spousal benefits later on if she's eligible for both when she files for benefits. That restriction ...

The year 2025 is almost over, and with the end of the year comes a new batch of end-of-year deadline scams, all of which ...

As the LeFever Mattson company dissolves into bankruptcy and court cases, a small set of wronged investors has found solace in an unlikely source. They have turned to one another for prayer, ...

Learn what Dave Ramsey says about when you should file for Social Security early, when you should delay, and when early ...

Congress must have heard women complaining that having to be married to some philandering jerk for 20 years to get some of his Social Security was too long. So this year, they lowered the length of ...

While the Southwick Board of Assessors will formally ask the Select Board to start the process of lowering the age to qualify for the senior property tax exemption from 70 to 65, Town Meeting will ...

Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments ...

You can roll over your unused 529 dollars into a Roth IRA or ABLE account, but there are limits. One common concern is oversaving.

With the looming retirement of Santa Barbara County Superior Court Executive Officer Darrel Parker, the judges have ...

The last Social Security benefit of 2025 will be dispersed this week, and January's SSI check comes next week. Learn how the holidays will impact payment schedules.

Our Thornton Oaks Retirement Community Men’s Group recently discussed the issue of retirement after viewing the TED Talk by ...