Common Medicare and Social Security Scams in 2022 September 21, 2022 Financial Planning cybersecurity, medicare, social security Before giving anyone your Medicare or Social Security numbers, beware of these common scams.Read Morekeyboard_arrow_right
Good News for Social Security Recipients August 29, 2022 Financial Planning Andrew Busa, COLA Increase, inflation, social security 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
Is Social Security Actually Secure? August 23, 2022 Financial Planning Diana Linn, social security 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
Social Security Resources in ONE Location June 16, 2022 Financial Planning social security 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
Get Ready to Retire: 5 Steps June 10, 2022 Financial Planning budget, debt, financial planning, medicare, social security 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
Understanding Survivor Benefits for Children June 8, 2022 Financial Planning social security, survivor benefits 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
Levying & Taxing Social Security Retirement Benefits June 1, 2022 Financial Planning social security, taxes Learn how to minimize a tax levy on Social Security benefits and taxes from earned income and investments.Read Morekeyboard_arrow_right
Can You Retire on $500K Plus Social Security? May 25, 2022 Financial Planning financial planning, Retirement Spending, social security 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
How Income Affects Social Security Benefits May 17, 2022 Financial Planning financial planning, social security 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
Answers to Popular Social Security Questions May 10, 2022 Financial Planning cybersecurity, social security It’s small but has an oversized role—your Social Security card. And there are certain things you shouldn’t do with it. Learn more.Read Morekeyboard_arrow_right
Social Security FAQs November 19, 2021 Retirement social security Social Security is a complex topic. While you may understand the basics (like when to file and what family benefits you’re entitled to), you might still wonder how to claim benefits, manage taxes associated with Social Security and more. At Adviser Investments, we field Social Security … Read Morekeyboard_arrow_right
Social Security’s Family Benefits November 12, 2021 Investing for Life social security 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 … Read Morekeyboard_arrow_right