The Latest

Why raising Social Security’s ‘Full Retirement Age’ is a bad idea

  By ALICIAH. MUNNELL Published: May 17, 2017  Proposals to increase Social Security’s Full Retirement Age are beginning to resurface. The notion is that if people are living longer, they can work longer. But the…
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Social Security and SSI benefits increase 2.8% in 2019

By Diane M. Wilson CFP®  Social Security and SSI benefits increase 2.8% in 2019 accourding to the Social Security Administration.  The cost of living adjustment (COLA) was announced on October…
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Social Security is looking like a pretty good investment these days

Social Security is looking like a pretty good investment these days April 23, 2018 by Monique Orrissey  In 2005, President George W. Bush attempted to partially privatize Social Security. He centered his…
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Incorporating Behavioral Finance into Social Security strategies

Incorporating behavioral finance into Social Security strategies may be wise according to Michelle Zhou.  It turns out that the principles of behavioral finance are not limited to investment strategies. They…
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THE ACTUARIES LONGEVITY ILLUSTRATOR

THE ACTUARIES LONGEVITY ILLUSTRATOR: FREE, FUN & FLEXIBLE By Mark Shemtob CFP®  No CFP® working in the retirement planning space can service their clients without a frank discussion on longevity (life expectancy).…
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Social Security Advice – Understanding Social Security Spousal Benefits

By Diane M. Wilson CFP®  Several articles have been published in reference to claiming Social Security spousal benefits.  As an individual with advanced knowledge of the Social Security rules, I find…
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