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

Outsourced Investment Management

September 24th, 2021|0 Comments

Google outsourcing investment management, and you will receive 49 million results.  Many of these orient towards financial advisors who wish to shed that responsibility.  Investment management has long been part of the service offerings of [...]

Managing Capital Gains Taxes

September 17th, 2021|0 Comments

Taxes. We all pay them, no matter where we fall on the spectrum of income or political views. The IRS levies many taxes such as sales or income taxes, the timing over which we [...]

Productivity – It’s Growing Again

September 10th, 2021|0 Comments

What will it take for companies to stand out to investors over the next decade?  By increasing productivity, successful companies set themselves apart in three ways.  They will distinguish themselves as the best places to [...]

Your Credit Score – It Isn’t What It Used To Be

September 3rd, 2021|0 Comments

What is your credit score?  That may be hard to answer because none of us has only one.  You likely have a dozen or more, all created in the pursuit of the same objective.  So [...]

ESG And Climate Change

August 27th, 2021|0 Comments

In the fight against climate change, capitalism isn’t helping.  Designed to direct capital to the highest and most efficient use, the companies making the most progress in developing environmentally friendly ways to produce, transmit, [...]

Do You Understand Advisory Fees?

August 20th, 2021|0 Comments

You are paying too much for financial advice.  At least, that is the conclusion from the latest Low-Cost Investing Survey from State Street.  Do you know how much are you paying for financial and investment [...]

Solar Power Is Starting To Shine

August 13th, 2021|0 Comments

From a standing start when the first U.S. solar park connected to the electricity grid in 1982, solar power generation has increased to represent only 2% of electricity capacity in 2020.  Small though that may [...]

Why Supply Chains Matter to Earnings

August 6th, 2021|0 Comments

Without a healthy supply chain to support the production and delivery of products, companies lose sales.  How often should investors think about supply chains in the companies they own?  Delivering the right things in [...]

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 [...]


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