A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the...
How Much Do You Need To Retire?
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TAX-EFFICIENT RETIREMENT PLANNING
Social Security Articles
TAX-EFFICIENT RETIREMENT PLANNING
Social Security Articles
Identity Protection Strategies – Are You Doing Enough To Keep Your Information Safe?
There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information...
Top 10 Questions High-Net-Worth Individuals Ask About Social Security
Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental...
Social Security Releases 2024 Cost of Living Adjustment
The 2024 Cost-of-Living Adjustment The Social Security Administration announced the 2024 cost-of-living adjustment...
Does Your First Social Security Check Include Retroactive Benefits?
If you're near retirement age and plan to start receiving Social Security retirement benefits, you may wonder if you...
Summary of the 2023 Social Security Trustees’ Report
The Social Security Board of Trustees released their annual report in March of this year, considerably...
Secure 2.0 Act Delays RMD’s & Reduces the RMD Penalty
Three years had passed since the original SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019...
Retroactive Widow Benefits
The Social Security Administration has several provisions surrounding Retirement Benefits, Widow Benefits, and...
How Do I Appeal My IRMAA Social Security Letter?
'Tis the season for gratitude and hope. And it turns out, it is also the season when the Social Security...
Summary of the 2022 Social Security Trustees’ Report
The Social Security Board of Trustees once again released their annual report in June of this year. The report...
Summary of the 2021 Social Security Trustees’ Report
The Social Security Board of Trustees released their annual report at the end of August this year. The report...
Presidential Election, Volatility, and the Long View
Beyond how the election winner will certainly attempt to guide political, social, and environmental policies, there is...