The Latest
Social Security and SSI benefits increase 2.8% in 2019
October 11, 2018
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
October 1, 2018
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
April 15, 2018
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
February 22, 2018
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
December 15, 2017
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
October 22, 2017
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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