Social Security

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
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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
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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:

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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
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Articles About Social Security

31Aug, 2018

3 Options for People Without a 401(k)

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 [...]

9Aug, 2018

What is portfolio rebalancing?

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 [...]

28Jun, 2018

3 Dangers of Chasing Dividends

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 [...]

7Jun, 2018

3 Surprising “Year One” Retirement Trends

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 [...]

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