Social Security spousal benefits can add hundreds of dollars a month to your household, but the rules on who qualifies and how much you’ll get trip up a lot of people. Here’s what to know before you file. Find a Financial Planner Near You → Last updated: September 2026 By Rob Althouse | Senior Media…
Railroad retirement and Social Security are taxed under two different sets of rules, and mixing them up on your return can cost you. Here are the 5 potential tax mistakes railroad retirees run into most, and what to check instead. Find a Financial Planner Near You → Last updated: August 2026 By Rob Althouse |…
Social Security scams cost Americans hundreds of millions of dollars every year, and today’s scammers know enough about you to sound real. Here are the 7 warning signs to watch for. Last updated: August 2026 By Rob Althouse | Senior Media Group LLC How Social Security Scams Work Social Security scams are impersonation schemes where…
Is Social Security taxable? Yes, for most people some part of it is. Here is how the IRS actually decides, what the new $6,000 senior deduction changes, and when it is worth sitting down with a tax professional. Find a Financial Planner Near You → Last updated: July 2026 By Rob Althouse | Senior Media…
A market drop feels scary no matter when it happens. But the timing relative to your retirement date matters more than the size of the drop itself. Here is what actually helps, and what to bring to a financial planner instead of guessing on your own. Find a Financial Planner Near You → Last updated:…
When you inherit an IRA, the rules that applied to the original owner no longer apply to you. Your relationship to the person who passed determines your timeline, your options, and the penalties you face if you miss a required withdrawal. Find an Estate Planning Attorney Near You → Last updated: June 2026 By Rob…
Once you turn 73, the IRS requires you to start withdrawing money from your retirement accounts each year. Miss a deadline and you’ll owe a 25% penalty on whatever you should have taken out. Find a Financial Planner Near You → Last updated: June 2026 By Rob Althouse | Senior Media Group LLC What Are…
The difference between claiming at 62 and waiting until 70 can be hundreds of dollars per month for the rest of your life. This guide walks through every factor that determines whether you should delay social security benefits, including the situations where waiting does not make sense. Find a Financial Planner Near You → Last…
Understanding how a reverse mortgage works is the first step. Understanding whether it makes sense for your situation is the harder one. Most people who run into trouble with these loans didn’t make a reckless decision. They made a decision without the full picture. This guide gives you the complete version. Find a Reverse Mortgage…