How to put a Social Security ‘bonus’ to work
High-income earners who reach the tax limit can use their bigger paychecks for financial gain.
Insurance, Annuities, and Investments
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Social Security spousal and survivor benefits: Different and not equal
Survivor benefits differ from spousal benefits and require a careful strategy choice.
3 uncomfortable truths about retirement
But challenges can be overcome with the help of experienced advice and guidance.
5 potential retirement obstacles
Unexpected situations such as illness, injury, or career interruption can slow retirement savings.
Retiring in 12 months or less? What to do
Stress test your budget, review your health insurance, and time your Social Security benefits carefully.
4 simple ways to delay Social Security
There are some compelling reasons for delaying your Social Security.
Retirement savings catch up: 3 moves
Build a 3-way strategy with tax-advantaged retirement accounts, home equity, and Social Security.
Severing the knot after age 50
When older couples divorce, it can undermine their financial standard of living.
Why you need Social Security’s Green Line Report
It contains critical information for your retirement, so make sure you are getting it.
Social Security filing strategies for the widowed
If you lost a spouse, research your filing options carefully.
How to use 2 Social Security strategies for emergency funds
Combining two Social Security benefit tactics may provide a cash infusion for some seniors.
An old Social Security tactic for COVID-19 financial help
There’s a way to tap benefits now, and make up for the early withdrawal later through voluntary suspension.
Social Security education: How are you doing?
About a third of people don't know what they should, according to our quiz results.
Social Security for divorced spouses
If you are divorced and filing for Social Security, consider the long-term impact of your choices.
Social Security filing options for singles
Singles research claiming strategies to maximize their retirement income.
Social Security filing strategies for married couples
Couples can maximize their lifetime payout by planning ahead.
Filing for Social Security retirement benefits
Many Americans file for benefits at the earliest opportunity, but that may not be wise.
What people don't know about Social Security, but should
It’s startling how little people really know about what could be their biggest asset in retirement.
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