Topic: Social Security
Articles that mention Social Security or provide important details for those planning and / or receiving their Social Security benefits.
The Biggest Social Security Mistakes
December 3, 2021School of Social Security & Medicare
Social Security is a key component of most Americans’ retirement plan. Avoid these common mistakes that can reduce your benefits.
Social Security Cost-of-Living Adjustment [COLA] for 2022
October 15, 2021School of Social Security & Medicare
The Social Security Administration announced the Cost-of-Living Adjustment for 2022. Learn how this change could impact your finances.
Social Security Windfall Elimination Provision & Government Pension Offset
May 14, 2021School of Social Security & Medicare
The Social Security Windfall Elimination Provision [WEP] and Government Pension Offset [GPO] rules can impact your retirement plan.
COVID-19 Pandemic: Impact on Social Security
February 26, 2021School 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
December 18, 2020School 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.
Social Security Cost of Living Adjustment [COLA] for 2021
October 30, 2020School of Social Security & Medicare
The Social Security Administration announced the Cost of Living Adjustment for 2021. Learn how this change could impact your finances.
What the CARES Act means for Required Minimum Distributions (RMD’s)
August 13, 2020School 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.
Social Security and Medicare Cost-of-Living Adjustments for 2020
December 17, 2019School 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.
Special Social Security Filing Strategies
August 9, 2019School 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.