Topic: Social Security

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

A note pad with the words Mistakes to Avoid implying the article contains a list of social security mistakes to avoid.
The Biggest Social Security Mistakes

School of Social Security & Medicare

Social Security is a key component of most Americans’ retirement plan. Avoid these common mistakes that can reduce your benefits.

2022 Social Security Cost-of-Living Adjustment [COLA]
Social Security Cost-of-Living Adjustment [COLA] for 2022

School of Social Security & Medicare

The Social Security Administration announced the Cost-of-Living Adjustment for 2022. Learn how this change could impact your finances.

A portion of an American Flag and a letter from the Social Security Administration with the words “Important Information” written on it.
Social Security Windfall Elimination Provision & Government Pension Offset

School of Social Security & Medicare

The Social Security Windfall Elimination Provision [WEP] and Government Pension Offset [GPO] rules can impact your retirement plan.

Social security card lying on top of a pay stub listing payroll taxes such as Medicare and Social Security – indicating changes to Social Security Benefits due to COVID-19
COVID-19 Pandemic: Impact on Social Security

School of Social Security & Medicare

The COVID-19 pandemic is changing everything, including Social Security. Patricia L. Burris, CFP® discusses these impacts, so you know what to expect.

Year End Financial Checklist provided by Meld University – series of checkboxes and a pen with Meld University Logo
Year-End Financial Checklist

School of Financial Wellness

With 2020 coming to an end, it is time to revisit your financial plan and evaluate your options to minimize your tax burden.

2021 Social Security Cost of Living Allowance [COLA] Update. Meld University Logo on top of a pen, paper with budget figures, and a calculator
Social Security Cost of Living Adjustment [COLA] for 2021

School of Social Security & Medicare

The Social Security Administration announced the Cost of Living Adjustment for 2021. Learn how this change could impact your finances.

Red white and blue buttons with stars, stripes, and “CARES Act”. The CARES Act makes important changes to Required Minimum Distributions (RMD’s) for Retirement Accounts.
What the CARES Act means for Required Minimum Distributions (RMD’s)

School of Saving and Investing

The majority of media buzz on the CARES Act has been about fiscal stimulus. However, those nearing retirement should pay attention to RMD modifications for 2020.

Computer with blocks that say "cost of living' to illustrate Social Security Premium and Medicare Cost of Living Adjustment (COLA)
Social Security and Medicare Cost-of-Living Adjustments for 2020

School of Social Security & Medicare

Find out the upcoming adjustments to Social Security and Medicare. Benefits and COLA details are provided so you can prepare for 2020.

Social security medicare retirement text art word jumble
Special Social Security Filing Strategies

School of Social Security & Medicare

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.