Photo of Hourglass Represents How Timing Has Its Benefits and When to Claim Social Security.

July 5, 2023

Presented by Gerard Longo, AIFA®, CPFA®: For many Americans, social security benefits make up a significant portion of retirement income. When it comes to how much you will receive, you may be surprised to learn that you have a choice in Read More...
Social Security and Government Pensions: The Windfall Elimination Provision Depicts Elderly Man Walking on Beach.

July 19, 2021

If you worked both in the private sector and as a public servant, explore how the Windfall Elimination Provision may reduce your social security Read More...
Employer-provided health insurance image of senior man and woman giving high-five.

April 26, 2021

As you approach your initial enrollment period, which begins three months before your 65th birthday, if you're still working, you may have several Read More...
Frequently Asked Questions About Social Security Retirement Benefits shows couple rest at tropical resort.

April 20, 2021

To help answer your questions about social security retirement benefits, we compiled a list of 19 frequently asked questions and answers. Read on for Read More...
Insider’s Guide to Social Security with stack of coins and clock in background.

March 2, 2020

By Tom Kennedy, CFP® According to Bankrate, there are at least 567 different ways for couples to take social security distributions. In fact, Read More...
Enrolling in Medicare Doctor Using Laptop

October 13, 2017

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: The concept of Medicare can be murky for soon-to-be retirees. If you learn basic Read More...

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