What 2023 Changes to Social Security You Need to Know About
For those who currently collect or are planning to collect Social Security, October 2022 was an important month. Each year, the Social Security Administration (SSA) releases the details on upcoming changes to Social Security...
ALL the Important 2021 Changes to Social Security You Need to Know About
For those who currently collect or are planning to collect Social Security, October 2020 was an important month. Each year, the Social Security Administration (SSA) releases the details on upcoming changes to Social Security benefits for the following year. Social...
7 Important 2020 Changes to Social Security You Need to Know About
For those who currently collect or are planning to collect Social Security October 2019 was an important month. Each year, the Social Security Administration (SSA) releases the details on upcoming changes to Social Security benefits for the following year. Social...
Plan for Your 2019 Changes to Social Security
October is a big month for those who currently collect or are planning to collect Social Security. Each year, the Social Security Administration (SSA) releases the details on upcoming changes to Social Security benefits in the following year. From what we can see,...
How to Start Planning for Maximizing Social Security Retirement Benefits in Your 50’s
Many Baby Boomers struggle with how to prepare for retirement. In many cases, one of their primary concerns is their financial well being after they decide to stop working. Most feel they have not saved enough, and decide to put off retirement in hopes of bulking up...
5 Questions Baby Boomers Should Ask Financial Advisers About Social Security Benefits
Although retirement can seem like a welcome relief to those of us who work long hours, the fact is that you still have to maintain a source of income after you stop working, lest you wind up destitute. For many Americans, Social Security is the primary method of...
What Professional Financial Advisers & Planners Need to Know About Baby Boomers & Social Security Benefits
Social Security benefits can be tricky for people in their 50’s approaching retirement. The conditions are changing and what may have worked for their parents may no longer be an option for Baby Boomers. As a financial planner, your clients will look to you for advice...
7 Important 2018 Changes to Social Security You Need to Know About
October is a big month for those who currently collect or are planning to collect Social Security. Each year, the Social Security Administration (SSA) releases the details on upcoming changes to Social Security benefits in the following year. From what we can see,...
Does it make sense to use my investments to defer taking my Social Security benefits until age seventy?
If you have investments like a 401(k), traditional IRA, and/or a Roth IRA, drawing these down first to grow your Social Security benefits may be prudent. This is especially true if you want to retire at sixty-two or earlier. The longer you defer taking your benefits,...
If we need the income, which spouse should take Social Security benefits early?
Most often the spouse with the lower lifetime earnings should consider taking his or her Social Security benefits early. The benefits will provide income while the spouse with the higher lifetime earnings delays taking benefits for as long as possible, preferably to...