Social Security Benefits

Get A My Social Security Account

Did you know that you can sign up for an account to help you track the progress of your expected future retirement benefits? Discover why you should get a My Social Security Account today.

Social Security Claiming Changes Justified?

After more than a month of working with congressional staffers, Social Security has issued guidance on the strategies that married couples can use when filing for retirement benefits. Changes aimed at closing so-called “unintentional Social Security loopholes” were included in the Bipartisan Budget Act passed in early November.

Baby Boomer Social Security Shocker

Two popular methods of claiming Social Security benefits, "File-and-Suspend" and "File-and-Restrict," are disappearing thanks to the budget deal worked out between Congress and the White House.

Revenge of the Ex-Spouse…Social Security Style

If you’ve gone through a divorce (or two), when you meet with your financial advisor to discuss your retirement budget, you may be surprised to learn you have more options than you realize. That’s because if you were married to each spouse for at least 10 years, you qualify for a “divorced spouse” benefit.  

How to Get the Most of Social Security Benefits

Social Security can be a significant source of income during your retirement years that’s also adjusted for inflation, but the rules are complicated. Knowing when and what to claim is key to being able to maximize this benefit.