Social Security Planning

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14-Day SMART Plan To Improve Your Finances

The 14-Day SMART Plan to Improve Your Finances

According to recent data, 61% of Americans don’t keep track of their money. Even for those that do, many feel overwhelmed. I have designed for anyone who wants to improve how they manage their money, the 14-Day SMART Plan to Improve Your Finances! This simple self-improvement plan features one task to focus on per day. Based on […]
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Retirement Benefit Changes in 2015

How Your Retirement Benefits Will Change in 2015

Starting next year, there will be important changes to your Social Security, Medicare, Individual Retirement Accounts, and 401(k)s. Here are the new features your retirement benefits will have.  Social Security – Recipients will see a 1.7% increase next year for the annual cost-of-living adjustment. For those working, you will still be paying 6.2% of your income […]
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Why you need a financial plan

Why You Need a Financial Plan Part 3

In this series so far we covered how a financial plan can help you optimize your Social Security benefits. Click here to read part 1 and part 2. With advances in technology, you can easily analyze and compare different strategies and the results that follow. The purpose of a financial plan is to discover and establish […]
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Retirement Benefit Changes in 2015

How to Get More Money from Social Security Part 4

For this series I have covered some social security claiming strategies. You can click here for the other articles in the series. I have received quite a few questions and have posted the answers online. You click here to see the FAQ. In this article we will cover how social security is taxed. Tax Treatment of Social […]
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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 […]
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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 […]
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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 […]
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