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social security options

Social Security Insights: Can you still file a “Restricted Application?”

August 8, 2019
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Written by Matt Boelter, Financial Advisor & Shareholder Choosing the wrong time to pull Social Security benefits can cost you hundreds of thousands of dollars over your lifetime.  On November 2nd, 2015, new Social Security rules were signed into law that ended what was known as the “restricted application.”  However, if you were born before…

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Myths and Facts About Social Security

September 4, 2015

Myth: Social Security will provide most of the income you need in retirement. Fact: It’s likely that Social Security will provide a smaller portion of retirement income than you expect. There’s no doubt about it–Social Security is an important source of retirement income for most Americans. According to the Social Security Administration, more than nine…

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How Secure Is Social Security?

September 2, 2015

If you’re retired or close to retiring, then you’ve probably got nothing to worry about–your Social Security benefits will likely be paid to you in the amount you’ve planned on (at least that’s what most of the politicians say). But what about the rest of us? The media onslaught Watching the news, listening to the…

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Getting the Most from Social Security – Complimentary Seminar

June 9, 2015
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                What are my options? How do I maximize my benefits? What if I am not ready to retire? Are there tax consequences when I draw Social Security? If you or someone in your world has been wrestling with these or other questions relating to Social Security, please…

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