Beyond Bulls & Bears

By the numbers: Changes set for Social Security and Medicare in 2025
Wealth Planning

By the numbers: Changes set for Social Security and Medicare in 2025

In 2025, Social Security will see a 2.5% cost-of-living adjustment. At the same time, Medicare Part B premiums and the annual deductible will increase. Our Bill Cass explains the key changes planned for Medicare and Social Security.

From dreaming to living: What you need to know about retiring abroad
Wealth Planning

From dreaming to living: What you need to know about retiring abroad

As the number of Americans retiring in other countries continues to grow, our Bill Cass shares five considerations for individuals planning to retire abroad.

A marriage may end but not Social Security benefits
Wealth Planning

A marriage may end but not Social Security benefits

If they meet certain requirements, a divorced individual can receive Social Security benefits similar to a married spouse. Our Bill Cass explains what couples need to know when getting a divorce.

Six things to know about Social Security survivor benefits
Wealth Planning

Six things to know about Social Security survivor benefits

For married couples, it is important to understand the rules for claiming Social Security survivor benefits in order to plan ahead. Our Bill Cass discusses the details.