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Social Security Archives

Double Header: Social Security & Medicare

Double Header: Social Security and Medicare (9/10/2019)

Speaker: Patricia Burris, CFP®, Meld Financial Tuesday, September 10, 2019 from 6:15 to 8:00 PM at Birmingham Botanical Gardens

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How Unhealthy is Social Security?

You may have heard about the status of Social Security in the news lately, much of which was presented as bad news. This was initiated because the Social Security Board of Trustees released their annual report to the public on Monday, April 22, 2019.

Meld University presents Social Security Filing Strategies

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, August 20th at Greystone Golf & Country Club, Founder’s Clubhouse. There [...]

Retirement Planning Pitfalls

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.

Meld University presents Social Security Filing Strategies

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 Test Yourself

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.

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