Are You One of the 3 Million+ Receiving the Upcoming Social Security Boost?

More than 3.2 million Americans are due a retroactive lump sum payment from the Social Security Administration (SSA). While the agency once believed it would take a year or more to distribute payments, automation has sped the process up considerably. Most people have already received their checks or will have them by the end of […]

Social Security Earnings Test 2025 — Here’s What All Retirees Need to Know

Depending on how much money you make and how old you are, some of your Social Security benefits can be withheld if you work and collect benefits at the same time. In this video, Certified Financial Planner® Matt Frankel gives an easy-to-understand rundown of the Social Security earnings test and what it might mean for […]

3 Popular Retirement Decisions You May End Up Regretting

Retirement is unquestionably a time of change. And there are a lot of reasons for that. For one thing, you’re going from holding down a job to having your days free. You’re also going from collecting a steady paycheck to having to rely on what’s hopefully a combination of savings and Social Security. Start Your […]

Claiming Social Security Early? 1 Rule That Might Catch You Off Guard

Social Security benefits have been around for a very long time. And as you might imagine, a program as essential as Social Security is one that’s loaded with rules. Some of those rules may be pretty well known. For example, many people are aware that 62 is the earliest age to sign up for Social […]