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The Blog

Weekly insights on the markets, economy, and financial planning

Will Goodson Earns Top Social Security Designation

National Social Security Advisor

As many of you know, Will Goodson is not only one of our lead financial advisors, but also our “Social Security Expert.” And recently he’s taken his knowledge of this complex subject to the next level by attaining the National Social Security Advisors (NSSA®) designation.

Social Security Part 4: Taxation of Benefits

Social Security Part 1

Thus far in our Social Security blog series, we have covered the basics of how retirement benefits are calculated and how individuals become eligible for Social Security. We have also discussed benefits available for spouses, surviving spouses, and family members.

Social Security Part 2: Benefits for Spouses

Social Security Part 1

In the first part of our Social Security blog series, we discussed the basics of retirement benefits. It’s equally important to understand what benefits are available for spouses.

Social Security Part 1: The Basics

Social Security Part 1

Social Security is an important part of the retirement plans we create for our clients. It is one of the only guaranteed sources of income available to most retirees.

Social Security Benefits “Frozen” in 2016

ssa

Social Security benefits will not receive an inflation-adjustment increase for 2016. The announcement was made on October 15th via a press release from the Social Security Administration (SSA). According to the Social Security Act, cost-of-living adjustments (COLA) are not required …

Medicare: An Overview

Stethoscope2

Understanding your Medicare options is no simple task. This brief overview will help you understand the main aspects of Medicare and help you determine which options are right for you. The first step is knowing when you are eligible to …

Social Security & the Marshmallow Test

marshmallow test

Beginning in the late 1960’s, a professor at Stanford University began a series of studies on delayed gratification. Pre-school children were given a single marshmallow and then offered a choice: they could eat the marshmallow immediately or they could wait …

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