Planning matters

2020 Social Security Benefits

Take a look at how Social Security benefits have changed. Use the below infographic to help you plan for the coming year, and to learn a little more about retirement benefits and taxes.

Read More

Will there be any Social Security funds left by the time I retire?

Chances are you’ve run across this question either in your own mind or hearing someone else voice this concern. Here are a few facts to help answer this question. Social Security is not going bankrupt Currently Social Security funds are near an all-time high. For decades, Social Security has collected more money than it paid…

Read More

Misplaced your Social Security 1099 form? We know where to go!

Did you misplace your 1099 form for your taxes? We know how to help find a replacement copy!

Read More

Salary Impacts to Social Security

Isn’t my Social Security benefit based on my last three years of salary? One topic we routinely talk about with clients is when to draw Social Security. Often, that also leads to discussing how much their salary in their final working years will impact the amount of their benefit. 

Read More

How Do You Know When It’s Time to Start Taking Social Security?

At age 62, you are eligible to receive Social Security benefits every month for the rest of your life. It is tempting to sign up and start collecting but delaying for a few years can increase the monthly benefit significantly.

Read More