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



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

1 Mar,

Social Security Age Number

If you’re approaching age 62 and wonder about the “right” time to start collecting Social Security, you’re probably not alone. And in my experience, there are a whopping [...]