A Brief History of the Social Security COLA
Although to some of us it may seem as if Social Security has always been around, that isn’t the case. The Social Security Act was signed into […]
January 2026
A How-To Guide to Your “my Social Security” Account
While the Social Security Administration will still mail you a statement once a year if you’re over the age of 60, they really encourage everyone to create a “my Social Security” account for better security and easier access to forms and information. With an online account, you don’t have […]
Your 2026 Social Security Cost-of-Living Adjustment: The Good News, The Bad News and What It Means for Your Retirement
Every October, over 70 million Americans eagerly wait for the Social Security Administration (SSA) to announce […]
December 2025
Social Security Myths to Watch Out For
If you’ve come across advice like “Social Security is going broke” or “you’re better off just waiting until 70 to claim,” you’re far from alone. These and other […]
July 2025
Claiming Social Security at the Right Time Could Change Your Retirement
For many retirees, Social Security isn’t just a monthly deposit—it’s the foundation of their entire retirement income. But choosing when to claim it isn’t […]
March 2025
2025 Social Security Benefits and Taxes
People often misunderstand Social Security retirement benefits and taxation since not all benefits are taxable. The amount of benefits one receives and how much Federal tax applies depend primarily […]
November 2024
Important Updates to Social Security in 2025
As we approach 2025, the Social Security Administration (SSA) has announced several important changes to the program that will affect millions of beneficiaries. These updates are designed to […]
July 2024
Planning for Retirement Income Beyond Social Security
Planning for retirement income is a crucial aspect of achieving a secure and comfortable retirement. With longer life expectancies and the need for additional sources of income, it’s […]
What 2025 COLA Predictions Mean to You
In 2022, the United States experienced the most significant inflation in four decades, primarily due to macroeconomic disruptions and supply chain issues following the COVID-19 pandemic. This led […]
October 2023
Social Security Strategies to Discuss with a Financial Professional
Everyone’s financial situation is different. Loan status, job situation, and the age of your kids all significantly impact your financial situation as you approach retirement. When […]
