The Latest

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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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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Few See Income Drop After Claiming Social Security

DATA & RESEARCH April 19, 2017 By John Manganaro  Data shared by the Investment Company Institute suggests Social Security is a kind of income bonus for many—not a final income lifeline to be tapped…
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Social Security and SSI benefits increase 2% in 2018

By Diane M. Wilson CFP®   On October 13, 2017, the Social Security Administration announced the cost of living adjustment (COLA) will increase 2.0 percent for 2018.  The increase will apply to…
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Social Security Trust Fund Updates

The Social Security Board of Trustees released its annual report on the long-term financial status of the Social Security Trust Fund reserves. The combined asset reserves of the Old-Age and…
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