September 30, 2019

Filing for Social Security too early is one of the biggest mistakes that retirees make.  While it is tempting to file early to receive a little extra cash a little sooner, taking an early benefit will result in a reduced benefit for the rest of your life.  For most retirees it is better to let the portfolio bridge the gap, allowing Social...

July 22, 2019

If you are wondering why you haven’t received a Social Security statement in a while, it is because Social Security no longer sends statements through the mail.  Social Security now makes statements available online through a My Social Security Account on the Social Security Website.

Before signing up and entering your personal information...

April 16, 2018

For nearly every American, Social Security is the foundation for their retirement. Many retirees are anxious to get the benefit started as soon as possible but this can often be a poor choice in strategy. There are many strategic benefits to delaying when you start Social Security depending on your personal situation. First and foremost i...

May 1, 2017

Another year and another debate on what the federal budget should look like. While it is unlikely that will change anytime soon, I find it helpful to at least understand what our current budget looks like and compare that to where the financing of our current spending comes from.

A couple of observations

  • Our current deficit is about the...

October 31, 2016

The Social Security Administration (SSA) has released their notes on their changes to Social Security in the upcoming year. After a year of no Cost of Living Adjustments (COLA) in 2016, 2017 does bring an increase but only of 0.3% on average. There will also be some small adjustments for those who are still working while drawing Social Se...

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