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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, […]
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 […]
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 […]
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 […]
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 […]
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. […]
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. […]
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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