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(904) 824-4349

Archive for the ‘Social security’ Category

November 19th, 2015

New Federal Budget Ending These 2 Powerful Social Security Strategies

New Federal Budget Ending These 2 Powerful Social Security Strategies-media-1

Changes to Social Security law catch experts by surprise Squirreled away in the federal budget deal passed on November 2nd was an unwelcome surprise for those approaching retirement age: changes…
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September 28th, 2015

The Advantages of Waiting to Claim Social Security

The Advantages of Waiting to Claim Social Security-media-1

A recent survey by the Nationwide Retirement Institute found that 83% of recent retirees started taking social security before full retirement age. Most people are eligible to claim social security…
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July 30th, 2015

Social Security Disability Fund Solvency: Robbing Peter to Pay Paul?

The Social Security system has repeatedly faced crises over the years, and each time changes were made that resulted in maintaining solvency for an extended period. In 1983, President Reagan…
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June 17th, 2015

The Baby Boomers Big Bang & Other Events Shaping Our Retirement Future

  In order to frame an understanding of what awaits you in retirement, you need to understand a series of factual events that are occurring. Taken alone, these independent events…
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October 27th, 2014

Free Report: 3 Secrets to Maximizing Your Social Security Benefits

Add thousands of dollars to your income with these Social Security Secrets. What you’ll learn in this FREE report: Claiming benefits early is often the wrong thing to do. Coordinating your…
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September 15th, 2014

Are You Claiming Social Security Benefits From Your Ex-spouse?

Many retirees are familiar with the complexities surrounding Social Security retirement benefits that can lead to confusion and missed opportunities for extra income. It’s not uncommon for us to encounter…
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June 16th, 2014

Top Social Security Questions

Maximizing Social Security benefits is one of my favorite workshop topics. It doesn’t matter how big or small your retirement account is everyone has questions when it comes to Social…
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