Topic: Social Security

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

Social Security retirement savings represented by miniature elderly people sitting on stacks of coins.
Everything You Need to Know About Social Security

School of Social Security & Medicare

Social Security provides a guaranteed source of income for many retirees, but maximizing benefits requires careful planning.

A retiree completing an application for Social Security benefits.
Comparing SSI, SSDI, and Social Security Retirement Benefits

School of Social Security & Medicare

The Social Security program offers three main types of benefits, each with their own qualification criteria and maximum payments.

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 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.

A couple reviewing Social Security claiming strategies on a laptop
Social Security Claiming Strategies for High Earners

School of Social Security & Medicare

These 5 Social Security claiming strategies can help high earners balance their income, assets, and estate planning needs.

A retiree doing part-time work
Working Part Time in Retirement: Benefits and Considerations

School of Financial Wellness

Consider these financial, emotional, and social implications before deciding to pursue part-time work during retirement.

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.