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Author: Josh

Understanding Social Security Taxes Part 2: Tax Savings Tips

July 18, 2025

In our previous piece, we covered the confusion about Social Security taxes that emerged due to recent legislation. While federal taxes on Social Security…

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Understanding Social Security Taxes Part 1: Federal and State

July 17, 2025

Recently, headlines and emails claimed that federal taxes on Social Security had been eliminated. Unfortunately, that’s not true – no federal tax on benefits…

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2026 Social Security COLA Estimate Hits 2.5 Percent—What It Means for You

June 23, 2025

The 2026 COLA estimate has changed again. Retirees have reason for cautious optimism: early forecasts now peg the 2026 Cost‑of‑Living Adjustment (COLA) at 2.5…

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Celebrate “National Eat Your Vegetables Day” and Enjoy a Healthier Retirement

June 17, 2025

June 17 is National Eat Your Vegetables Day! As part of our commitment to helping seniors enjoy a healthier retirement, we’re spotlighting this occasion…

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