Topic: Social Security

Articles that mention Social Security or provide important details for those planning and / or receiving their Social Security benefits.

A calendar with a date labeled “retire”
Early Retirement: Can You Do It?

School of Saving and Investing

Early retirement allows you to pursue passions without career constraints. Answering these questions determines if it is feasible.

A reduction in social security benefits symbolized by a dollar sign in front of a down arrow.
4 Factors That Can Reduce Your Social Security Benefits

School of Social Features

These 4 factors can reduce your Social Security benefits. Preparing for them can help you maximize your retirement income.

A retired couple dancing on the beach beside a checklist
Preparing For Retirement Checklist

School of Saving and Investing

This downloadable checklist covers the important factors you need to consider in each stage of life to prepare for retirement.

A woman contemplating when to claim Social Security benefits.
When Should You Claim Social Security Benefits?

School of Social Security & Medicare

Your Social Security claiming strategy is one of the most important parts of your retirement plan as it impacts lifetime income.

A portion of an American Flag and a letter from the Social Security Administration with the words “Important Information” written on it.
Social Security Fairness Act Increases Benefits for Some Public Employees

School of Social Security & Medicare

The Social Security Fairness Act eliminated some provisions that reduced benefits for people who worked in the public sector.

Year End Financial Checklist provided by MeldU represented by a series of checkboxes and a pen with MeldU Logo
Year-End Financial Checklist

School of Financial Wellness

This simple checklist covers the tasks that you need to complete at year-end to start the new year in a strong financial position.

A scale with a money bag on one side and icons of a retired couple on the other
2025 Social Security COLA Announced

School of Social Security & Medicare

The Social Security Administration recently announced the 2025 Cost-of-Living Adjustment, better known as the annual COLA.

A woman calculating Social Security benefits.
How Are Social Security Benefits Calculated?

School of Social Security & Medicare

Calculating Social Security benefits is complex, but understanding the process is key to forecasting retirement income.

A person looking at a chalkboard filled with complex mathematical calculations. This is meant to represent calculating provisional income or combined income.
How to Calculate Provisional Income (a.k.a. Combined Income)

School of Social Security & Medicare

Your provisional income determines if Social Security benefits are taxable, so it is important to know how to calculate this figure.