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

Inflation: Transitory or Not

July 30th, 2021|0 Comments

The 10-year US Treasury hit its low last summer at 0.50%.  Over the next nine months that rate pushed up to 1.70% as vaccine development and distribution allowed business to move back towards normal. Since [...]

Four Ingredients For Investment Success

July 23rd, 2021|0 Comments

Earlier this year, the Wall Street Journal reported that nearly 10 million new brokerage accounts were opened in 2020, while Fidelity reported a 17% growth in new retail accounts.  Blame new investors stuck at home [...]

The Myth of Fixed-Income Alternatives

July 16th, 2021|0 Comments

Over the last decade, interest rates touched levels never seen before.  Under the pressure of central bankers, they mostly stayed put.  Low rates have been a blessing to individual, institutional, and governmental borrowers and a [...]

What to Know About 529 Plans

July 9th, 2021|0 Comments

Saving for children’s college can be intimidating.  College costs are expensive, and freshman year seems distant.  And with so many savings options, where does one begin?  The 529 plan is the best option to address [...]

You Just Received An Inheritance.  Now What?

July 2nd, 2021|0 Comments

Estimates of how much wealth will transfer from baby boomers to younger generations over the next two decades start at $30 trillion and move higher from there.   According to the Federal Reserve, about half [...]

Five Ways to Increase Your Social Security Benefits

June 25th, 2021|0 Comments

For many retirees, Social Security benefits represent a material part of their income.  Therefore, it makes sense to consider how your benefits can increase through steps taken both before and during retirement.  Depending on your [...]

One Thing to Know About Inflation

June 18th, 2021|0 Comments

In April 2021, price inflation reached 4.2%, followed by May reporting a 5.0% increase.  Both represent high points last seen in 2008.    As the economy reopens, consumers released their pent-up demand after a year [...]

Six Ways to Minimize Equity Risks

June 11th, 2021|0 Comments

Last week we addressed whether stocks were too expensive.  While there are reasons to remain optimistic about stock prices going higher, there are also obvious reasons for concern.  If you are nervous about funds already [...]

Are Markets Expensive?

June 4th, 2021|0 Comments

In April, the S&P 500 hit a new high, crossing 4,000 for the first time.  Milestones like this come with the inevitable questions about valuation.  Are stocks too expensive?  To guard against overpaying, investors can [...]


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