One person determining if they should take early retirement while answering question about cost of living allowance.

October 17, 2022

With the headline-grabbing cost-of-living adjustment (COLA) set to affect Social Security benefits in 2023, many people are asking if they should take early retirement and file now to “lock in the COLA”.  Presented by Kris Maksimovich, Read More...
Social Security Claiming Strategies: A Guide for Widows and Widowers depicts elderly woman holding laptop and social security check.

January 17, 2022

Presented by Kevin M. Curley, II, CFP®: If you are widowed, you have some decisions to make when it comes to claiming social security benefits. You Read More...
Should I Wait to Start My Social Security Benefits with elderly couple dancing.

November 15, 2021

Presented by Kevin M. Curley, II, CFP®: Deciding when to begin taking your social security retirement benefits can be difficult because there are Read More...
Social Security as Taxable Income

October 11, 2021

Presented By Tom Kennedy, CFP®: There are many misconceptions about taxes and social security benefits. A common one concerns how much of the Read More...
Social Security Benefits for Divorced Couples depicts elderly people sitting on coin stacks.

July 26, 2021

Presented by Ben Murphy, CPA, PFS™, CPFA® : If you are divorced, you may be eligible to claim a “spousal” social security benefit based on 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™, CPFA® : If you receive a pension from a job not covered by social security and you are eligible for social Read More...