Archive for Social Security Planning

Questions About Social Security?

Questions About Social Security?

We know Social Security is a complicated system with many rules, regulations, and year-over-year changes. That’s why we regularly bring you articles covering questions that might be top-of-mind for you on claiming your benefits. In fact, just earlier this month the Social Security Administration announced an increase of benefits in 2019. Our main goal is […]

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Posted in: Blog, Retirement, Federal Benefits, Financial Planning, Social Security Planning, Tax Planning

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Social Security Benefits to Increase in 2019

Social Security Benefits to Increase in 2019

Last week the Social Security Administration announced a 2.8% Cost-of-Living Adjustment, or COLA, beginning in January 2019. It’s the biggest increase since 2012. The current average Social Security benefit is $1,422 in 2018, that benefit will go up to $1,461 in 2019 for a single benefit. On average for couple both receiving benefits, they will […]

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Posted in: Blog, Retirement, Federal Benefits, Financial Planning, Social Security Planning

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At What Age Can I Retire?

At What Age Can I Retire?

How long do you need to work? Like just about everything else in financial planning, it’s a complex question. While the average worker retires at 621, for you, that may be too early or too late. We can help answer that question by considering a few things: Do you have a pension plan through your […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Social Security Planning, IRA, 401(k), Lifestyle

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Taxes in Retirement Get More Complicated, Not Simpler

Taxes in Retirement Get More Complicated, Not Simpler

Most people believe that taxes are just a matter of fact, they are what they are. The reality of taxes in retirement is actually something quite different. In fact, a person may have more control over the taxes they pay in retirement than they do at any other moment in their lifetime. The tax code […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Social Security Planning, Tax Planning

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Are You Prepared to Claim Social Security?

Are You Prepared to Claim Social Security?

“Our Social Security program is an important part of the complete picture. It proposes, by means of old age pensions, to give to all old and young alike a feeling of security as they look toward old age.” – Franklin Delano Roosevelt On August 14, 1935 Social Security became reality and is now a major […]

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Posted in: Blog, Retirement, Social Security Planning

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Will Reduced Withholdings Cause You to Owe at Tax Time?

Will Reduced Withholdings Cause You to Owe at Tax Time?

In December 2017, Congress passed a major tax bill called the Tax Cuts & Jobs Act (TCJA) which resulted in lower federal income taxes for many Americans. Most Americans pay their federal income tax through withholding taxes every pay period on their wages, pensions or social security. The tax law change will result in less total […]

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Posted in: Blog, Retirement, Financial Planning, Social Security Planning, Tax Planning

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Navigating Toward Your Financial Independence Day

Navigating Toward Your Financial Independence Day

Navigating Toward Your Financial Independence Day In July 1776 our founding fathers declared independence from the British Empire, and earlier this week we celebrated that great feat with our family and friends over backyard barbecue and colorful explosions in the sky. Every American can agree on one thing, it’s pretty great to be free, but […]

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Posted in: Blog, Retirement, Estate Planning, Financial Planning, Investment Management, Risk Management, Social Security Planning, Tax Planning, Insurance, Family

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Why We Plan

Do you remember getting your first paycheck and how it felt? Regardless if it was $10, $100, or $1000, there’s a good chance that you felt like a millionaire, even if only for a few minutes. Did you spend it or did you save it? We’ve said it before and it bears repeating. The earlier […]

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Posted in: Blog, Retirement, Estate Planning, Financial Planning, Investment Management, Risk Management, Social Security Planning, Tax Planning

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Are You Prepared for Mental Decline?

Are You Prepared for Mental Decline?

Are You Prepared for Mental Decline? No one likes to think about cognitive decline in themselves or their loved ones. But, for many families, this is an incredibly important topic to address. In fact, 5.5 million Americans have Alzheimer’s disease, including 10% of people aged 65 and older. When they pass away, 1 in 3 […]

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Posted in: Blog, Financial Planning, Social Security Planning

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4 Pillars of Retirement Translated

4 Pillars of Retirement Translated

From time to time, a new prospect that I’m meeting with asks me what the 4 pillars of retirement are and how they relate to retirement planning. If you have listened to my radio show, then you know that the 4 pillars are the foundation that I have built my firm around. You see them […]

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Posted in: Blog, Retirement, Estate Planning, Financial Planning, Investment Management, Risk Management, Social Security Planning, Tax Planning, Insurance, FAQs

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