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

16Nov, 2018

4 Important End-of-Year Tax Considerations

Who does your taxes? And, more importantly, why do they get to do them? What I mean is, when it comes to your retirement planning, your taxes and your investing, you’ve got to find an edge wherever [...]

12Oct, 2018

3 Key Considerations about Mutual Funds

A mutual fund enables investors to “group” their money together in a professionally managed portfolio. Over 55 million people own them.[1] Think of mutual funds as a consolidator. They amass revenue [...]

26Sep, 2018

Your 2019 Taxes: 4 Things to Do Right Now

Remember when taxes were something you began worrying about on April 1st? The good ol’ days. That’s okay. As the tax code has changed, you simply have to adapt and change with it. While by no means [...]

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