Social Security Claiming Strategies: A Guide for Widows and Widowers depicts elderly woman holding laptop and social security check.

January 17, 2022

If you are widowed, you have some decisions to make when it comes to claiming social security benefits. You may be eligible to claim benefits based upon either your own earnings record or that of your deceased spouse. To qualify for Read More...
Roth IRAs Vs. Roth 401(k)s depicts circle of pink ceramic piggy banks.

December 17, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: According to an old adage, it’s better to tax the seed than the crop. And if you’re comparing Read More...
Should I Wait to Start My Social Security Benefits with elderly couple dancing.

November 15, 2021

Presented by Dean Elliott: Deciding when to begin taking your social security retirement benefits can be difficult because there are many factors to Read More...
Repositioning assets to pay for long-term care shows man drawing arrows out from a box on a laptop

September 20, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: Today, people are living longer than ever but not always in the best of health. In fact, most Read More...
Social Security Benefits for Divorced Couples depicts elderly people sitting on coin stacks.

July 26, 2021

Presented by Ben Murphy, CPA, PFS™: If you are divorced, you may be eligible to claim a “spousal” social security benefit based on your former Read More...
Social Security and Government Pensions: The Windfall Elimination Provision Depicts Elderly Man Walking on Beach.

July 19, 2021

Presented by Ben Murphy, CPA, PFS™: If you receive a pension from a job not covered by social security and you are eligible for social security Read More...