PDF Document
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.
Education Center Home
Visit Topic Pages
Popular Items
Retirement Article
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.
Retirement Article
Are You Prepared to Claim Social Security?
On August 14, 1935 Social Security became reality and is now a major part of our retirement system and welfare system.
Read
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.
Retirement Article
Social Security Trust Fund in the News Again
You're probably aware that there are numerous issues surrounding the Social Security Trust Fund, and its ability to pay benefits into the future. Just this past April, the annual Social Security Trustees’ report pegs the trust fund to be depleted by 2035. There’s been a lot of talk about “fixes” for the system.
Investments Article
DIY Your Retirement, Can it Really Be Done?
There are thousands of online resources and books that claim to teach you how to DIY (do-it-yourself) your retirement. But is it really possible and does it work?
Download
PDF Document
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.
PDF Document
Social Security Decisions Guide
Regardless if Social Security will or will not be your primary source of income in retirement, if you take your Social Security benefits at face value you could be leaving money on the table.
PDF Document
5 Things Retirees Should Know About Social Security
Social Security provides an important source of guaranteed income for most Americans. Choosing an appropriate claiming strategy is even more important under new Social Security regulations.
Watch
Video
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.