Latest Articles
Social Security (2)17 Articles
Tue, Oct 29, 2024
Maximizing Social Security Benefits
You’ve been contributing to Social Security for decades. It’s finally time to reap the benefits…but are you maximizing those benefits? Discover when and how you could make the most of your Social Security income – so you can pursue your dream retirement.
Tue, Aug 6, 2024
Can I Work While Receiving Social Security?
Many near-retirees become eligible for Social Security benefits while they’re still working. Should you start taking your benefits now? Or should you wait? Consider these factors and strategies to help maximize your income.
Tue, Apr 9, 2024
Retirement Planning for Spouses with an Age Difference
Couples with a significant age gap may have to plan for effectively two retirements. Here are the things to consider.
Tue, Apr 2, 2024
What to Know About Medicare if You’re Still Working
Your Medicare options while working past 65 depend on the size of your employer but there are also implications for COBRA and HSAs.
Tue, Jul 25, 2023
Social Security: 3 Penalties to Avoid
Most retirees in the U.S. rely on Social Security for stable income, so it’s crucial to be aware of potential reductions. Here are 3 important penalties to avoid.
Wed, Jun 28, 2023
Timing is Everything: When Should YOU Take Social Security?
You can start collecting your monthly retirement paycheck from Social Security between 62 and 70 years old. Eight years is a wide window…so consider these major factors as you decide when to claim your benefit.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.