Guide: 9 Social Security Facts
Estimated time: 15 minutes
Social Security, an essential part of your family’s retirement preparation, and something that should be a financial no-brainer, has become extremely complex. This self-paced guide is rich in detail and focuses on nine critical things to think about when incorporating social security into your retirement plan.
It provides you with:
- How to calculate how much you will receive
- When to file so that you maximize your benefits
- Answers to pressing social security questions every retiree should know
Online Social Security Tutorial
Estimated time: 30 minutes per tutorial
If you enjoy learning in a classroom style setting, then our online social security tutorial is perfect for you. Our instructor will walk you through 5 short videos and outline the key steps you should take when factoring your social security payments into your retirement plan.
The tutorial will help you answer things like:
- When should I file?
- How to calculate how much you will receive?
- How does social security impact taxes?
- What happens if you get divorced or your spouse dies?
Social Security Workshops
Estimated time: 75 minutes
Our highly rated 75 minute social security workshops will teach you the most important things to consider as you near retirement. Learn first hand from a financial advisor how to factor in social security into your retirement plan.
Included in all workshops:
- Advice and insight into topics like retirement income, taxes, social security and estate planning
- Real examples and case studies from people who have retired well
- Live Q&A to address any questions you may have
Estimated time: 50 minutes per podcast
For more than 20 years, Money Matters, our weekly call-in talk radio program, has fielded thousands of questions from callers just like you; people who care about their financial health, and who need answers today. Get answers to critical retirement questions by listening at your convenience.
Popular podcasts featuring social security:
Get a Personalized Retirement Assessment
Estimated time: 60 minutes
Think you’re ready for retirement? Let’s find out! Discuss your unique situation and partner with a credentialed financial advisor to create a retirement plan that will help you achieve your goals.
- 60 minutes dedicated to listening, educating, and planning
- Unbiased, professional advice from a fiduciary advisor
- Covers critical retirement topics such as income planning, health care, taxes, and social security
Articles About Social Security
Reader’s Question: My husband and I are both in our late-50s. We steadily contribute to our 401(k)s, but other than the equity in our home, we have no other real retirement savings. After recent sal [...]
You don’t have a 401(k)? About 55 million people are currently contributing to a 401(k). This adds up to over $5 trillion (which is 59% of all private retirement savings) that is earmarked to pay fo [...]
Q: You often hear that you should rebalance your portfolio. I’m 56 and recently inherited a substantial sum of money, but I’ve never invested before. This has to pay for my retirement! Will you plea [...]
Are you chasing dividends? I recently reviewed the investment allocation of someone whose broker had passed away. Almost all of the stocks she owned were in older, “name-brand” companies that paid a [...]
Reader's Question: My wife and I are both 63 and are going to retire in 14 months. Our biggest worry is healthcare. I used to think that Medicare paid everything. Boy was I wrong! Can you please giv [...]
Most of our clients can probably remember why and when they first called us. That’s because, even though we recommend you begin working with an advisor 3-5 years before you retire, there are some key [...]