11 Tips to Help YOU With Social Security Benefits

Comment from Tony Kendzior: I’ve been happily accepting monthly checks from the Social Security Administration now for over seven years. I don’t wonder much about it anymore; they just show up in my bank account and along with my wife’s check, make a better positive outcome for us every month. I’m also finding ways to …

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Fabulous Freebies 2014

My Comments: The people at Kiplinger have created another great blog post for me to borrow. I encourage you to explore their site and gather as much information as you need. If, at the end of the day, you need someone local to help you make smart financial decisions, Florida Wealth Advisors LLC has its' …

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Social Security Tips: How to Use File & Suspend

My Comments: I offer great thanks to the author of the following article, Michael Kitces. You’ll find his credits at the end of this post. This will take a little time to read and understand. But if you are getting ready to file for Social Security benefits, or are just now starting to think about …

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Social Security: Planning Tips by Age

My Comments: I’m increasingly being asked by people to help answer their questions about Social Security. Here is a short overview of critical ages as you begin to think about retirement. by: Paul Norr / Wednesday, February 19, 2014 There are many age-related financial and planning milestones that clients will encounter in their sixties. Here …

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How Divorce, Remarriage Impact Social Security

My Comments: Recently, I’ve become a self proclaimed expert on Social Security. The truth is I’m more knowledgable than most and have access to resources that are expert. Among the many questions that folks who are approaching retirement are asking, are those that impact when and how they should apply for benefits. Of the 97 …

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10 Things You Must Know About Social Security

My Comments: The folks behind this headline is Kiplinger, the people who publish the magazine about money. Ever since I began to offer meaningful Social Security advice to clients and prospective clients, I’ve been sensitive to all the ideas that are circulating out there. These 10 Things are presented in a slide show where you …

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Restricted Application for Social Security Benefits

My Comments: Years ago, it was simply a matter of waiting to reach 65, showing up at the Social Security office and then waiting for a check to appear in the mail. Today, that idea is quaint and naive. As the baby boomers reach age 62 and beyond, it’s become a chore to figure out …

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Push Is On To Increase Social Security Retirement Age

My Comments: In an attempt to be positive on this wet and gloomy Tuesday, I will say with some certainty that the Social Security System will NEVER go bankrupt. It’s too easy to make the necessary changes to assure this will not happen. My children and grandchildren will receive a benefit based on their age …

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Chained CPI Could Cut Social Security Benefits

My Comments: The following is an arcane topic that will bore some of you and cause you to find something else to read. That’s OK. But for those of you interested in what might happen to your Social Security income, you might find it interesting. Economic fundamentals tells you that, over time, a balance has …

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Restricted Application for Social Security Benefits

My Comments: Years ago, it was simply a matter of waiting to reach 65, showing up at the Social Security office and then waiting for a check to appear in the mail. Today, that idea is quaint and naive. As the baby boomers reach age 62 and beyond, it’s become a chore to figure out …

Continue reading Restricted Application for Social Security Benefits