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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