As you near retirement, there are a few important decisions you have to make, especially financially. In addition to decisions such as your retirement withdrawal strategy and estate planning, you also ...

Deciding when to start claiming Social Security benefits can be one of the most difficult decisions for retirees. Most ...

Social Security claiming strategies refer to the various methods and approaches that individuals can use to maximize their Social Security benefits. These strategies involve making decisions about ...

Married, divorced and widowed spouses can benefit from specific claiming strategies. Social Security remains one of the most reliable income sources for retirees, so it's important to consider ...

So, in honor of Women’s History Month, it’s crucial that women understand their options—specifically when it comes to claiming Social Security benefits. Social Security offers income you can ...

The math behind Social Security claiming strategies isn't complicated. However, different individuals need to apply different considerations. As a result, the best claiming age will differ ...

Instead, Americans should use financial strategies that can help them delay when they claim Social Security, which will boost their lifetime discretionary income, he said. However, claiming at 62 ...

Social Security remains a staple of retirement expectations and security. An industry expert recently offered ideas concerning ways to optimize the benefits of the enduring mainstay of the American ...

The best way to avoid having regrets about claiming Social Security early is to get the ... budget is already trimmed to the bone. Using a strategy known as “geo-arbitrage,” you can simply ...

Time is running out for a valuable Social Security claiming strategy available to some married couples and eligible ex-spouses who were married at least 10 years before divorcing. Individuals who ...

A widow can claim as early as age 60 (50 if she is ... We have complex software that allows us to model out the most beneficial Social Security strategy so that our clients know exactly what ...

We’ll guide you through the tightrope of when to claim Social Security (Spoiler: it isn’t 70). Besides aiming to only maximize your benefits, we’ll explore other strategies to make the most ...