Posts Archive

social security

Social Security Survivor's Benefits and the Lump-Sum Death Benefit

September 11, 2015
,

What is it? When planning your estate, consider how much your survivors might receive from Social Security. Social Security survivor’s benefits can provide much-needed income to your family and ensure that their financial life after your death is easier. Who will be eligible to receive survivor’s benefits after your death? Knowing your insured status is…

Read More

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…

Read More

New Trustees Reports Show Continuing Financial Challenges for Social Security and Medicare

August 11, 2015
, ,

Every year, the Trustees of the Social Security and Medicare trust funds release reports to Congress on the current financial condition and projected financial outlook of these programs. The 2015 reports, released on July 22, 2015, show that, despite some encouraging signs, both programs continue to face financial challenges that should be addressed as soon…

Read More

Social Security Retirement Benefits

July 17, 2015

Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security has been widened to include survivor’s, disability, and other benefits, retirement benefits are still the cornerstone of the program. How do you qualify for retirement benefits? When you work and pay Social Security taxes…

Read More

Medicare

July 15, 2015
,

Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and certain younger people with disabilities or end-stage renal disease. Here are some basic facts about Medicare that you should know. What does Medicare cover? Medicare coverage consists of two main parts: Medicare Part A (hospital insurance) and…

Read More

Do You Need Disability Income Insurance?

June 22, 2015
,

People ordinarily buy property and casualty insurance to protect their possessions (houses, cars, and furniture) and life insurance to provide income for their survivors. However, many people don’t think about protecting their income with disability income insurance. But how well could you live if you weren’t able to work? Disability is an unpredictable event, and…

Read More

Getting the Most from Social Security – Complimentary Seminar

June 9, 2015
,

                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…

Read More

Four Things Women Need to Know about Social Security

March 3, 2015
,

Ever since a legal secretary named Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide much-needed retirement income. Social Security provides other important benefits too, including disability and survivor’s benefits, that can help women of all ages and their family members. 1. How does…

Read More

Social Security Figures At-a-Glance

December 8, 2014

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are…

Read More

Get In Touch

Share On Social Media