Posts Tagged ‘social security benefits’
October 9, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreSocial Security Taxation – How it Works
Social Security taxation is complex. You may need to pay taxes on your benefits, or you may not have to pay taxes. Ultimately, your combined income will determine if you…
Read MoreMay 22, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreImportant Age Milestones
Important age milestones seem to come in waves, especially once you secure your retirement. A lot of rules around financial planning and tax issues impact people at different ages, which…
Read MoreApril 3, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreSocial Security Spousal Benefit
Heather Schreiber is someone who we hire as a consultant to help us with the many iterations of Social Security planning. She is our special guest on this week’s podcast,…
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