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Year-End Tax Planning for 2021 (Part 1 of 2) Dec. 21, 2021
As we reach the end of the second COVID year, it's hard to even think of another income tax deadline... Read More
Social Security Clickbait Aug. 28, 2019
I'm sure you've seen these teaser links on the internet that sometimes can be too irresistible to ig... Read More
Filing for Social Security Benefits Jul. 03, 2019
I get lots of questions about the mechanics of filing for Social Security benefits. Some of the ques... Read More
Does It Still Make Sense to Itemize Deductions? Feb. 27, 2019
Dear Readers: With the April 15th tax deadline coming up quickly, I'm getting questions from readers... Read More
Date of Birth Issues Aug. 22, 2018
There are several key factors that make you eligible for Social Security benefits and help determine... Read More
The Basics of Applying for Social Security Benefits Jun. 13, 2018
I've saved up a bunch of questions that have to do with applying for various kinds of Social Securit... Read More
When in Doubt, Always File a Claim Mar. 28, 2018
Q: I want to thank you so much for helping me out. A few months ago, I gave you the particulars of o... Read More
When to Actually File for Social Security Retirement Benefits Aug. 16, 2017
For some reason, I have been getting an awful lot of questions lately from seniors who are fretting ... Read More
Filing for Ex-Spousal Social Security Benefits Aug. 26, 2015
Dear Carrie: I'm turning 65 in a few months and getting close to retiring. My ex is also turning 65... Read More
The Meaning of Lila
Jul. 02, 2014
