Article Common Medicare and Social Security Scams in 2022 September 21, 2022 Before giving anyone your Medicare or Social Security numbers, beware of these common scams.Read Morekeyboard_arrow_right
Article Good News for Social Security Recipients By Andrew Busa — August 29, 2022 If you receive Social Security benefits, you’re up for a nice raise next year. We’ll get the final number in October, but based on early estimates, Social Security recipients can expect an 8%–9% increase in their payments in 2023. This amounts to roughly an additional $150 per month for the average beneficiary. … Read Morekeyboard_arrow_right
Article Is Social Security Actually Secure? By Diana Linn — August 23, 2022 A recent study found that seven out of 10 Americans fear they will not receive the full Social Security benefits they’re entitled to. These concerns are far from outlandish. Last year, the Social Security and Medicare Board of Trustees reported that the Social Security trust fund can continue to pay out through … Read Morekeyboard_arrow_right
Video Diana Linn on the Future of Social Security By Diana Linn — August 11, 2022 In today's Adviser Takeaway, Account Executive and Financial Planner Diana Linn outlined the impact of the upcoming Sacred Trust Act.Watch Nowkeyboard_arrow_right
Article Social Security Resources in ONE Location June 16, 2022 Answers to your Social Security questions in one location, including a detailed special report, three-part podcast series and 12 blog posts.Read Morekeyboard_arrow_right
Article Get Ready to Retire: 5 Steps June 13, 2022 Retirement is a major milestone and we’re here to help you prepare financially and emotionally. Our top-five list of things to address before you retire will make it even more manageable. Make the most of your Social Security benefits: Social Security is the number one topic pre-retirees ask us about. An essential first step to … Read Morekeyboard_arrow_right
Article Understanding Survivor Benefits for Children June 8, 2022 Learn how to obtain survivor benefits for children and understand the three different types of Social Security benefits available to them.Read Morekeyboard_arrow_right
Article Levying & Taxing Social Security Retirement Benefits June 1, 2022 Learn how to minimize a tax levy on Social Security benefits and taxes from earned income and investments.Read Morekeyboard_arrow_right
Article Can You Retire on $500K Plus Social Security? May 25, 2022 Taxes are already complicated. Add gift and inheritance taxes to the mix and it can leave you and your loved ones feeling overwhelmed.Read Morekeyboard_arrow_right
Article How Income Affects Social Security Benefits May 17, 2022 Navigating the world of Social Security can be confusing. We hear from clients all the time asking how different income types impact their Social Security benefits. To understand how income affects Social Security, it’s important to differentiate between the Social Security Administration’s (SSA) four programs, because your income has a different impact … Read Morekeyboard_arrow_right