Blog Tag: Social Security

What’s New With Social Security? An Update.

In June, the Trustees of Social Security’s trust funds released their annual report (viewable at https://www.ssa.gov/OACT/TR/2018/tr2018.pdf). What many already know remains the same, the outlook for the future of the Social Security program as we know presents a challenge on the horizon. While the outlook has been raised questions for sometime now, an important threshold was […]

Written by on July 30, 2018

Are You Being Underpaid by Social Security?

Part of being a Financial Advisor who works with retirees is helping our clients determine how to potentially maximize their Social Security benefits. With some of the changes that happened to spousal benefits such as the removal of “file and suspend” and “claim now claim more later” many claimants may incorrectly believe this applied to […]

Written by on April 5, 2018