Planning matters

Keeping Your Information Safe

Very few things in life create a higher degree of stress and hassle than having your Social Security Number (SSN) stolen, especially during a pandemic like we are now experiencing. This is because, unlike other forms of ID, the SSN is virtually permanent. While most instances of SSN theft are outside your control, there are…

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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.

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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…

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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!

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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. 

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