Donna LeValley

6 days ago | kiplinger.com | Donna LeValley

It is not easy to get through to the Social Security Administration (SSA) on the phone; from workforce reductions, to the consolidation and closing of in-person hearing offices at the SSA, getting your questions answered can be a challenge. While there are better and worse times to call the SSA, holiday closures can make the days leading up to and right after a holiday even more difficult, as people try to resolve problems before the phones are unmanned and offices are closed.

1 week ago | kiplinger.com | Donna LeValley

What if you no longer want to include someone in your will? Well, how you choose to divide your estate is a personal decision and entirely up to you. There may come a time when you need to update and change the beneficiaries in your will because you no longer want to leave them a bequest or have them inherit anything from your estate. To show your intention to disinherit someone, there has to be actual language in the written will stating that this person is disinherited.

1 week ago | kiplinger.com | Donna LeValley

Figuring out how to maximize your Social Security benefits can be tough, between determining when to start claiming benefits, how to minimize taxes and how to increase your monthly check. Fortunately, there is a retirement professional who can help you with all of this: a Registered Social Security Analyst (RSSA).

1 week ago | kiplinger.com | Donna LeValley

What if you no longer want to include someone in your will? Well, how you choose to divide your estate is a personal decision and entirely up to you. There may come a time when you need to update and change the beneficiaries in your will because you no longer want to leave them a bequest or have them inherit anything from your estate. To show your intention to disinherit someone, there has to be actual language in the written will stating that this person is disinherited.

1 week ago | flipboard.com | Donna LeValley

9 hours agoSuze Orman sounds alarm on Social Security, 401(k) plansThe personal finance media personality shares a major warning on retirement savings. Most working Americans recognize that Social Security and 401(k) …13 hours agoCan't pay your taxes by April 15?