Posts Tagged Social Security
By Heather L. Schreiber, RICP®, HLS Retirement Consulting, LLC There are so many twists and turns along the road to navigating as clients approach retirement, enter, and funnel through it. How can the average consumer possibly navigate all these rules at different ages? In addition, SECURE 2.0 has finally been signed into law, so in […]
Read more →By Heather L. Schreiber, RICP®, HLS Retirement Consulting, LLC Social Security is a topic that is near and dear to my heart, primarily because I run into consumers and financial professionals every day that just are confused, and rightfully so. In this article, we’ll cover: The steps behind the Social Security primary insurance benefits formula […]
Read more →By Heather L. Schreiber, RICP®, HLS Retirement Consulting, LLC Who collects Social Security today? Eighty-four percent of non-married retirees and 85 percent of married retirees collect Social Security benefits. Fifty-five percent of Social Security beneficiaries in 2016 were women. Let’s look at the relative importance of Social Security in the broader scope of how American […]
Read more →By Matthew Allen, CEO, Social Security Advisors About 70 percent of Americans fail to make a smart Social Security decision and instead just guess or claim early. On average, this costs about $120,000 per couple and amounts to about $25 billion per year in lost benefits. Why is this happening? Social Security is complicated. There […]
Read more →Presented by: Cindy Hounsell, JD, President of Wiser, Mary Beth Franklin, CFP®, Betty Meredith, CFA, CFP®, CRC®, President of Int’l Retirement Resource Center and Shelley Giordano, Chair of the Funding Longevity Task Force Most people are familiar with the issues that are unique to women. We’re talking about some issues that may be less familiar. […]
Read more →By Manish Malhotra, MBA, Founder, President & CEO of Income Discovery – Expert on Retirement Income Planning Software Editor’s note: Retirement income planning is complex, as it requires breaking down the silos of retirement plan or product type and evaluating how to combine resources such as Social Security, human capital, home equity, and various types […]
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