Claim Social Security 2021-07-02T11:06:03-05:00

Download: Social Security, A Quick & Easy Planning Guide

As with any effort to create something for everyone, Social Security can be mind-numbingly opaque and difficult to understand. In trying to create something for everyone, complexity is part of the game. This guide is not intended to provide the “one” best answer, because when to start is a unique decision for everyone based on your personal situation. This guide will provide a road map of questions and considerations to weigh in forming your own decision.

Click the button below to get a copy of our helpful guide that includes useful information about social security, as well as a checklist to help you decide how you should proceed with your retirement plan.

Articles About Social Security

Cable Is Starting To Connect

January 21st, 2022|0 Comments

Author: Grant LacKamp Cable companies (Cable) are going through a period of intense change in their business models. Those who do it fastest will best position themselves for a more profitable future. Historically, Cable made [...]

The Fed Talks Too Much

January 14th, 2022|0 Comments

By: Phil Kernen Over the last 25 years, the Federal Reserve has become more transparent than ever before. Much of this is the result of political pressure. Still, the Fed has taken it further, believing [...]

The Triple-A Club

January 7th, 2022|0 Comments

By: Phil Kernen To be awarded a triple-A credit rating was once a priority for some of the biggest and best-known U.S. companies. Only the financially strongest companies, organizations, and governments can earn a triple-A [...]

Green Bonds

December 31st, 2021|0 Comments

By: Phil Kernen Making decisions that help the environment, as well as your bank account, has never been simpler. Investing through an ESG lens, considering the Environmental, Social, and Governance impacts of an organization, has [...]

Overweighting Energy

December 24th, 2021|0 Comments

By: Grant LacKamp Over the last decade, no sector has under-performed the broader equity market as much as energy. External market factors and unpredictable oil prices have made things difficult, but the under-performance has more [...]

Rent and Inflation

December 17th, 2021|0 Comments

By: Phil Kernen Prices are rising. In November, according to the Consumer Price Index, the cost of living increased 6.8% from last year, the fastest annual increase seen since the early 1980s. The Federal Reserve [...]

COLAs Are Back

December 10th, 2021|0 Comments

By: Phil Kernen Inflation is ramping up and settling in. To assess where prices might head, we can learn a few things by looking to the past. The inflation of the 1970s, while not exactly [...]

Grading Robo-Advisors

December 3rd, 2021|0 Comments

By: Phil Kernen Sometimes you get what you pay for.  Those words came to mind after reading a recent report from the Securities and Exchange Division of Examinations. Recognizing the growth of digital investment advisory [...]

Charitable Contributions From Your IRA

November 26th, 2021|0 Comments

By: Phil Kernen Charitable contributions from your IRA You saved diligently in your IRA or 401k, building a financial cushion for retirement. But between your smart decisions and market appreciation you ended up with more [...]


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