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    Social Security (3)20 Articles

    Doctor pointing at a chart

    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.
    Social Security: 3 Penalties to Avoid

    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.

    Timing is Everything: When Should YOU Take Social Security?

    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.
    Social Security: Spousal Benefits and More

    Wed, Jun 14, 2023

    Social Security: Spousal Benefits and More

    Many Americans contribute to Social Security for years without knowing the full potential of their programs. But Social Security goes beyond retirement benefits. Discover the ins and outs of Social Security spousal and survivors benefits.
    Finding Retirement Income in a Down Market

    Tue, Aug 2, 2022

    Finding Retirement Income in a Down Market

    Most retirees have some combination of six sources of income to draw upon in retirement. But when the stock market is down significantly, taking income from some sources may hurt your wealth in the long run. Instead we suggest pulling income in this order…
    3 Wealth Planning Strategies at Every Life Stage

    Wed, Jul 20, 2022

    3 Wealth Planning Strategies at Every Life Stage

    Wouldn’t it be nice if retirement happened without fuss or bother? Unfortunately, that’s not usually the case. It often takes years of planning. But hopefully, this checklist will give you the key steps to take at each life stage, so you can possibly retire when you want and live the retirement of your dreams.

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