Law 2 – SMART Strategies

How to Get More Money from Social Security Part 3

In the first part of the series I covered information on spousal benefits and using a strategy called “file and suspend” and “file and suspend plus” to maximize your lifetime joint benefits by timing when you claim. This article I will cover another one of the advanced social security claiming strategies. Since publishing this article series I have […]
Read more

More Wisdom From Warren Buffett Part 3

Warren Buffett is considered to be the world’s greatest investor. The past two articles discussed his incredible success at Berkshire Hathaway and his best investment advice. Please click here to see the previous parts in this series.  “Over the long term, the stock market news will be good. In the 20th century, the United States endured […]
Read more

ATS004: How to Be A Successful Investor with Arthur Lipper

I am extremely excited to have Arthur Lipper as my next guest! Anyone familiar with the finance industry knows the impact he has had. Since he started working on Wall Street in 1954 (60 years!), he is acknowledged worldwide as an innovator in the field of financial services. He pioneered breakthroughs in the fields of mutual […]
Read more

How to Get More From Social Security Part 2

In Part 1 I covered information on spousal benefits and using a strategy called “file and suspend” to maximize social security benefits, especially your lifetime joint benefits by timing when you claim. You can click here to see more social security resources. In this article we will cover survivor benefits and an advanced social security claiming strategy called “file […]
Read more

Social Security Benefits Frequently Asked Questions

I receive more questions about Social Security than any other topic I cover, especially with my recently published article series on Maximizing Social Security. This isn’t surprising given that more members of the baby boomer generation are starting to retire and become eligible for benefits. I have published the most frequently asked questions and scenarios I have received […]
Read more

ATS003: How to Become Successful in Life, Work, and Investing with Steve Forbes

Hey everyone! I am really excited to have Steve Forbes as our guest in this podcast episode. Malcolm Stevenson “Steve” Forbes, Jr.  is the editor-in-chief of business magazine Forbes, as well as president and chief executive officer of its parent company: Forbes, Inc. He was a Republican candidate in the 1996 and 2000 presidential primaries. He is also a well known author of several best-selling books (scroll down below […]
Read more

Social Security Numbers You Need To Know

Maximizing your social security payments depends on the taxes you pay, your earnings history, the age you decide to take the benefits, and the dependents you have. Here are some important Social Security rules to pay attention to. $1,294: This is the average Social Security payment for 2014. The average for retired couples is $2,111. […]
Read more

5 Essential Facts on Your Social Security Statements

The Social Security Administration back in April 2011 suspended mailing Social Security Statements to save money. Luckily, they added the ability view your online statements in May 2012. They recently announced that they would resume mailing the statements to some workers beginning September 2014. The paper statements will be mailed to workers who are not currently […]
Read more

Important Ages You Need To Know for Retirement

In order to maximize your retirement benefits, it is important to meet certain deadlines. If you don’t take action on these age-based cut-off dates, you can trigger penalties, fees, and miss out on extra benefits for social security, IRAs, 401(k)s, and other retirement accounts. Make sure you take these important ages for retirement into account when […]
Read more

Pin It on Pinterest