Social Security

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Social Security Checklist

The Social Security Checklist is a guide to claiming your Social Security benefits and includes a short checklist to help you along the way.

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Estate Planning Article

7 Retirement Strategies to Retire Successfully

This list of strategies will hopefully give you a great place to start if you're getting ready to retire or just curious about preparing for retirement. Our goal is to provide you with simple yet effective retirement strategies that do not only focus on investment tactics or savings percentages. Instead, we hope to give you a toolbox of strategies for retirement with which you can combine to build the retirement of your dreams.

Estate Planning Article

20 Things to Do Before You Retire in the 2020s

Well, here we are approaching the close of another decade. As many often do near the end of a milestone, we’re doing a countdown. However, this countdown isn’t looking back over the past decade, but rather forward toward the decade on the horizon. New decades often mean new goals, and for many, it’s likely the ultimate goal during our working years, retirement. 

Social Security Article

Social Security Changes for 2020

The Social Security Administration recently detailed changes to Social Security beneficiaries going into effect at the end of 2019. Starting December 31, 2019, beneficiaries will see an increase in their monthly benefit amounts by 1.6% compared to 2019. For reference, last year's benefits increased by 2.8%, the largest increase since 2011.

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Maximize Your Social Security

Claiming Social Security can be complicated and if you don't look into your options before claiming you could be leaving potential Social Security income on the table.

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