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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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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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Social Security Makes Security Update to On-line Accounts

By Diane M. Wilson CFP® Social Security makes security update to on-line account effective June 10, 2017. The security update will have a second method to check account identification when you sign…
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