Social Security Archives 
Social Security and Medicare Cost-of-Living Adjustments for 2019
By Patricia L. Burris, CFP®, Vice President, Corporate & Retirement Plan Services Provided by Meld University Upcoming Event: Click here for details and to register for our next Meld University event: Savvy Social Security Planning for Baby Boomers. The class will be held on Tuesday, January 29th at Greystone Golf & Country Club, Founder’s Clubhouse. There is no [...]
Retirement Planning Pitfalls
We’ve identified the 4 biggest mistakes people make when planning for retirement. Take 2 minutes to make sure you’re avoiding these retirement planning pitfalls.
What is Your Social Security Full Retirement Age and Why it Matters?
The Social Security defines Full Retirement Age (FRA) as the age at which you are entitled to receive your full Social Security benefits known as Primary Insurance Amount (PIA).
Social Security and the Earnings Test
When you claim Social Security benefits prior to your Social Security defined Full Retirement Age (FRA) and continue to work, your benefits will be subject to the earnings test.
Special Social Security Filing Strategies
If you were born before January 2, 1954 you may be able to have your cake and eat it too regarding Social Security. In this article, we explore this special strategy.
Don’t be a Social Security Flunky
Take this short, 5 question quiz to see how your Social Security knowledge stacks up. In March 2018, MassMutual surveyed people age 50 or older and found that 47% of them failed this quiz.
Social Security and Medicare Cost-of-Living Adjustments for 2019
By Patricia L. Burris, CFP®, Vice President, Corporate & Retirement Plan Services Provided by Meld University Upcoming Event: Click here for details and to register for our next Meld University event: Savvy Social Security Planning for Baby Boomers. The class will be held on Tuesday, January 29th at Greystone Golf & Country Club, Founder’s Clubhouse. There is no [...]
Retirement Planning Pitfalls
We’ve identified the 4 biggest mistakes people make when planning for retirement. Take 2 minutes to make sure you’re avoiding these retirement planning pitfalls.
What is Your Social Security Full Retirement Age and Why it Matters?
The Social Security defines Full Retirement Age (FRA) as the age at which you are entitled to receive your full Social Security benefits known as Primary Insurance Amount (PIA).
Social Security and the Earnings Test
When you claim Social Security benefits prior to your Social Security defined Full Retirement Age (FRA) and continue to work, your benefits will be subject to the earnings test.
Special Social Security Filing Strategies
If you were born before January 2, 1954 you may be able to have your cake and eat it too regarding Social Security. In this article, we explore this special strategy.
Don’t be a Social Security Flunky
Take this short, 5 question quiz to see how your Social Security knowledge stacks up. In March 2018, MassMutual surveyed people age 50 or older and found that 47% of them failed this quiz.
