In episode 1 we examine retirement as a lifestyle, rather than an event. We discuss how the word "busy" has a new definition within this lifestyle. Our audience question is about Social Security. We conclude by talking about …
Special Update to Social Security Claiming Strategies
Due to the new budget deal signed by President Obama on November 2nd, 2015, popular Social Security claiming strategies will be phased out. These changes affect the ability some individuals have to claim benefits based off …
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Special Update: New Budget Deal Affects Social Security Strategies
Facing down another government shutdown, the House and Senate passed a new budget deal last week that suspends the debt limit until 2017 and increases funding levels for a number of federal programs. President Obama is expected to …
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Social Security Whitepaper
According to Social Security Administration (SSA) statistics, Social Security benefits account for about 36 percent of retirement income for the average American. One of the biggest mistakes today's retirees can make is to …