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Social Security

Found 257 Articles.
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The Surprising Estate Planning Step for Social Security Benefits

April 28, 2020

Social Security benefits are one of the items that fall through the cracks in many estate plans. In this issue we already discussed the importance of having a financial power of attorney, so someone manages your finances when you aren’t able to do so. You also might need someone to manage your Social Security benefits, […]

Unlocking the Secrets to Maximizing Social Security at Any Age

January 10, 2020

This isn’t another lecture about waiting to claim Social Security retirement benefits. Instead,this is more of an advanced course to make sure you and your spouse maximize your lifetime Social Security benefits. Even those who already are claiming retirement benefits are likely to learn important information. This edition of the Retirement Watch Spotlight Series also […]

Everything You Didn’t Know About Social Security (Facts & Myths)

November 21, 2019

Almost everyone has a Social Security number and is eligible for Social Security benefits. Yet, survey after survey indicates people know little about the program and their benefits. Moreover, much of what people think they know is wrong. Let’s take a look at some key misunderstandings and oversights about the program. Understanding Benefit Statements The […]

What You Need to Know About Social Security Survivor’s Benefits

November 20, 2019

Survivor’s benefits are one of the most valuable features of the Social Security system. Their downside is that the rules and options can be so complicated that people fail to maximize the benefits. Married couples should know that after one spouse passes away, one Social Security benefit will end; the surviving spouse will receive only […]

What You Need to Know About Social Security Survivor’s Benefits

November 15, 2019

Survivor’s benefits are one of the most valuable features of the Social Security system. Their downside is that the rules and options can be so complicated that people fail to maximize the benefits. Married couples should know that after one spouse passes away, one Social Security benefit will end; the surviving spouse will receive only […]

“How to Triple Your Social Security Payout” Conference Call 09/19/19

September 19, 2019

Welcome to my subscriber conference call: How To Triple Your Social Security Payout. Click on my image below to listen to the conference call.  AGENDA: “Ask Bob Anything”: Live Q&A How to maximize your retirement planning and to triple your social security payout. Shocking insights from my recent interview with acclaimed retirement expert Dr. […]

“How to Triple Your Social Security Payout” Conference Call 09/19/19 (“Second Social Security Check”)

September 19, 2019

Welcome to my subscriber conference call: How To Triple Your Social Security Payout. Click on my image below to listen to the conference call.  AGENDA: “Ask Bob Anything”: Live Q&A How to maximize your retirement planning and to triple your social security payout. Shocking insights from my recent interview with acclaimed retirement expert Dr. […]

This Valuable Social Security Strategy Isn’t Closed Down Yet

June 27, 2019

A few million people still are eligible to use a Social Security benefits strategy that’s so valuable Congress banned it. But time is running out for them. The strategy is known as filing a restricted claim for benefits. It is available to married couples and some divorced people. Normally, when you file to claim Social […]

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