Social Security Archives - Adviser Investments

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Social Security

Social Security’s Family Benefits

October 23, 2020

You don’t have to be retired to receive Social Security. You read that right. In certain cases qualified family members and dependents can receive benefits. Let’s look at some of those cases and consider how they may factor into your financial plan.

Benefits for Spouses

If you are (or were) married, you …

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Social Security's Role in Your Retirement

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When Should You File for Social Security?

September 25, 2020

Social Security is a hot topic in our frequent conversations with clients. While it’s a complex issue, one of the questions we field most commonly is: “When should I file for Social Security benefits?” To help break it down, here are four key factors to consider as you make this critical decision. …

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Estate Checklist

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