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Social Security

5 min read

How Education Savings Accounts Work (When Funds Aren’t Used)

One of the fun things about having young kids in your life is getting to hear about future plans...

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3 min read

Social Security and Marital Status: How it Affects Benefits

Whether you’re currently married, divorced or widowed, your marital status may affect your Social...

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3 min read

What is My Full Retirement Age for Social Security Benefits? 

Full retirement age doesn’t necessarily have anything to do with when you stop working. Many people...

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4 min read

How Are Someone’s Social Security Benefits Determined?

Can you count on at least $3,000 a month, or should you be planning on a monthly retirement benefit...

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4 min read

When Is the Best Time To Claim Social Security Benefits?

“When should I claim Social Security?” is one of the top retirement planning questions that clients...

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4 min read

Preparing for Social Security: What You Need to Know Now

About 180 million American workers are covered by Social Security, and an estimated 65 million...

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3 min read

Social Security and Taxes: What Taxpayers Should Know Today

Opening your first paycheck and being dismayed by the amount is a rite of passage for young...

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